MIGRATION GUIDES

Migrating from Trello

A board's lists, cards and checklists.

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Before you begin

Any member of the board, on any Trello plan.

In Crittiks, open Settings › Migration and choose Trello. Keep a copy of the original export. Invite the teammates who should own the imported records before matching owners.

Prepare your files

One JSON export per board.

Export the board

Open the board, then Menu > Print, export and share > Export as JSON. Save the file.

Trello: Exporting data

Drop the files in Crittiks

The board becomes a project, lists become statuses, cards become tasks and checklist items their subtasks.

What moves

  1. The board as a project
  2. Lists as task statuses
  3. Cards as tasks
  4. Checklist items as subtasks
  5. Labels as tags, members matched to your team
  6. Due and start dates

What stays in your old tool

  1. Email bodies and attachments
  2. Automations and workflows
  3. Reports and dashboards
  4. Power-Up data and Butler rules
  5. Comments and attachments
  6. Archived lists

Preview and test in Crittiks

  1. Upload your export files in Settings › Migration and choose Read my files.
  2. Review the proposed record types, field mappings, owners and stages. Resolve warnings and save any changes.
  3. Choose Test with 25 of each. Inspect the imported sample in the relevant customer, Sales or Projects screens.
  4. Choose Undo the test if the result needs correcting. When it looks right, choose Import everything and review the confirmation.
  5. 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.

Cards in archived lists are left behind.

Members are matched to your team by name.

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