Before you begin
A ClickUp Workspace owner or admin.
In Crittiks, open Settings › Migration and choose ClickUp. Keep a copy of the original export. Invite the teammates who should own the imported records before matching owners.
Prepare your files
A CSV export of the tasks you want (a List, Folder or Space view).
Export a view
Open the List or Table view, click Customize at the top right, then Export, and choose CSV with all fields. (Or Settings > Imports / Exports to export whole Spaces.)
Drop the file in Crittiks
Lists become projects, statuses are matched to yours or created, and priorities map to Crittiks priorities.
What moves
- Lists as projects
- Statuses
- Tasks and subtasks
- Assignees, priorities, dates and tags
- Time estimates
What stays in your old tool
- Email bodies and attachments
- Automations and workflows
- Reports and dashboards
- Docs, whiteboards and chat
- Comments and attachments
- Time tracked
Preview and test in Crittiks
- Upload your export files in Settings › Migration and choose Read my files.
- Review the proposed record types, field mappings, owners and stages. Resolve warnings and save any changes.
- Choose Test with 25 of each. Inspect the imported sample in the relevant customer, Sales or Projects screens.
- Choose Undo the test if the result needs correcting. When it looks right, choose Import everything and review the confirmation.
- Read the final report and check representative records, their relationships and record counts.
After the import
The run’s report shows any records that need attention. Undo is available for 30 days; records edited or linked since the import may be kept and listed instead of being overwritten.
Time tracked stays in ClickUp; estimates come across.