From Monday.com to ClickUp, migrating requires for a few key processes to ensure flawless data transfer for your projects, chores, and tools. Should you be wanting to make this change, this extensive guide will help you navigate the process.
1. Create Your Migration Schedule.
Some time before the migration starts, map its course. List every project, task, and piece of data needing transfer. List the items you want to ensure are moved including:
- Project boards
- Lists of tasks
- Priority and due dates
- Notes and attachments
- User permissions and roles
2. Export data available on Monday.com
Starting the migration, you have to export your data from Monday.com. Kindly refer to these instructions:
- Log on on Monday.com. After accessing your account, visit the board or workstation you wish to export.
- Click on the board’s top right corner the three-dot menu’s (or settings symbol). To download your board data CSV style, select “Export board to Excel”.
- Use this approach for every one of your various boards, should you have multiple.
3. Prepare Your Documents
Once ClickUp has been exported, prepare your data for import.
Verify that your data is formatted and arranged correctly overall. ClickUp supports CSV files; consequently, guarantee your exported files follow this format.
4. Import ClickUp’s information.
You may import your current ready data into ClickUp.
- Log in with your ClickUp account and either choose an existing Workspace or create one yourself.
- Get to the file you want to import your data from. To select “Import,” Click the Settings Gear Icon. Choose the CSV file option then upload your generated data.
ClickUp allows you to map data fields from your CSV file to its structure. Verify the correct mapping of all the data using the guidelines.
5. Make Your ClickUp Workstation.
You will need to build your ClickUp workspace using imported data:
- Create lists, folders, and areas depending on the requirements of your project.
- Arrange tasks, build custom fields, and set up any automations or integrations Monday.com has already created.
- Recreate user roles and rights to ensure everyone can access the accurate data.
How Kodah Can Help
Although moving from Monday.com to ClickUp can be difficult, Kodah knows to ensure a flawless transition. We will help you:
- Plan and execute the migration, ensuring the correct distribution of all your data.
- Mnagement of any issues arising during the migration process technical assistance.
- Kodah can create tailored courses to enable ClickUp running in your business efficiently.
Using Kodah allows you to focus on your work while they handle the complexities of moving to ClickUp, therefore ensuring a perfect and stress-free move.