Project management migration
ClickUp → monday.com
monday.com has no ClickUp importer. You export a CSV and use the Excel import, which keeps the first tab, skips the Updates section, and will not take a second pass as an update.
Typical timeline1 to 3 weeks16 to 40 hours active work
This route needs review.Use it as a planning baseline, then verify the dated sources and test with representative data before production.
Before you migrate
Should you make this move?
Both platforms have a case. Compare what you gain with what you give up before scheduling the cutover.
Current platform
ClickUp
Reasons to stay
- A wide feature set can replace several work-management tools
- Structured ownership, status, and workflow views improve operational visibility
Reasons to leave
- Density, configuration options, and performance can overwhelm teams seeking simplicity
- Custom fields, automations, history, and reporting are difficult to reproduce exactly
New platform
monday.com
What gets better
- Colorful, flexible boards and automations make cross-functional work easy to model
- Structured ownership, status, and workflow views improve operational visibility
What gets worse
- Complex boards, pricing, and inconsistent workspace design create governance overhead
- Custom fields, automations, history, and reporting are difficult to reproduce exactly
Best of the move
monday.com: Colorful, flexible boards and automations make cross-functional work easy to model. This removes a major source-side concern: Density, configuration options, and performance can overwhelm teams seeking simplicity.
Worst of the move
What you lose: A wide feature set can replace several work-management tools. What you inherit: Complex boards, pricing, and inconsistent workspace design create governance overhead.
Jump to a section
Know the shape of the move.
Clean0
Partial6
Manual5
Lost1
SourceClickUp10 mapped fields
Automatic0
Transform4
Manual5
Unsupported1
Destinationmonday.com9 supported paths
This timeline assumes
- The work is tasks in ClickUp Spaces, Folders, and Lists. The site already documents monday.com → ClickUp, which is the importer in the other direction, plus ClickUp → Jira and ClickUp → Asana.
- A monday.com staff reply says there is no automatic ClickUp import. The path is Excel or CSV, or an API.
- You export only the locations you need. ClickUp says a large workspace export may fail, and download links expire after one hour.
- monday.com boards are created before you care about column types. The import lands in columns, not in Updates.
- ClickUp stays available until someone has opened the imported items and checked a subtask.
What survives the move.
“Partial” and “manual” are not footnotes. They are work that must be scheduled and verified.
| Item | Outcome | Impact | What happens | Mitigation |
|---|---|---|---|---|
| Workspace task CSV | partial | critical | From Settings, Imports / Exports, Export Items, you pick Spaces, Folders, Subfolders, or Lists. The CSV includes task id, link, type, custom id, name, description under Task Content, status, created and due and start dates as Unix and as text, parent id, subtask ids, attachment names and URLs, assignees, tags, priority, list, folder path, space, time estimates, checklists, comments, assigned-comment count, and time spent. | Export the locations you will import. Do not wait on the email link. It expires in one hour. |
| List or Table view export | partial | high | A view export can be visible columns, task names only, or all columns. Collapsed groups are left out. CSV dates can be Normal, ISO, or POSIX. Free Forever and Unlimited plans can export five List, Table, or Form views. On the newer plans, List view export is a trial on Core, and Core does not include Table or Form view exports. Business and above include unlimited List view exports. | Prefer the workspace task export if the plan blocks the view you wanted. Expand groups before a view export. |
| No ClickUp connector | manual | critical | monday.com's import section lists Excel, Asana, Basecamp, Jira Server, Google Sheets, Trello, and Zendesk. A staff reply on the developer community says there is no automatic import from ClickUp. They point at the Excel import or the API. | Plan a spreadsheet import. Do not wait for a ClickUp button in that list. |
| File shape | partial | critical | monday.com accepts .xlsx, .xls, and .csv. XLSM is not supported. The file must be 10 MB or less, unprotected, and one file at a time. Only the first tab imports. The sheet needs at least two columns. An account can upload 100 such files an hour. | Split by list until each file is under 10 MB and one tab. |
| Row and column caps | partial | critical | A new board can take a file of up to 100 columns and 8,000 rows, and only the first 50 columns are imported. An existing board can take up to 100 columns and 10,000 rows. Over the limit, monday.com shows an error and asks you to shrink the file. | Count columns before you upload. Put the 50 you need first when the board is new. |
| Subitems | manual | high | monday.com says subitems in the Excel file import as items. You convert them to subitems afterward. ClickUp's CSV has parent id and subtask ids, which is the map for that conversion. | Keep the parent id column. Convert after the import, on a copy of the board first. |
| Updates and comments | partial | high | monday.com says data cannot be imported into the Updates section. It lands in a column, and you can change the column type later. ClickUp comments are a column in the task CSV, not a thread. | Accept a comments column, or paste threads by hand for the tasks that need them. |
| Attachments | partial | high | The ClickUp export includes attachment names and URLs in a text field. It does not upload those files into monday.com files columns. | Download anything you must keep before the ClickUp URLs or the workspace go away. |
| Assignees | manual | high | Assignees export as names in a list, such as the bracketed names ClickUp documents. monday.com does not match them to users as part of the Excel article. | Invite the people first, then map the names into a People column if the import left text. |
| A second import | manual | critical | The Excel article describes loading rows onto a board. It does not describe matching ClickUp task ids and updating those items. A second file adds more items. | Import once onto a board you can throw away. Keep the ClickUp task id in a column. |
| Automations, dashboards, and docs | lost | high | The exports above are task rows and view columns. ClickUp automations, dashboard cards, and docs are separate, and the Excel import does not claim them. | Rebuild the automations you still run. Export a doc on its own if you still need the text. |
| Export permission | manual | medium | ClickUp splits Export Views from the workspace task export permission. A view export also needs permission on that location. The web app is required for imports on the ClickUp side of other moves. Do the export from the web app. | Use an admin who can export the locations you listed. |
Where each thing goes.
| Source | Destination | Method | Notes |
|---|---|---|---|
| Task name | Item name | transform | First columns matter. A new board keeps only the first 50. |
| Task id | Text column | manual | Keep it. A second import will not update on it. |
| Status | Status column | transform | Create the labels before you care about color. |
| Due date text | Date column | transform | The CSV also has a Unix column. Map the text one if the Unix number lands as a number. |
| Assignee names | People column or text | manual | Names are not users until you map them. |
| Parent id | Subitem, after import | manual | monday.com imports subitems as items. |
| Comments | Column, not Updates | transform | The Updates section does not take the import. |
| Attachment URLs | Text column | manual | Download the files. The URL is not a files column. |
| List and folder path | Board or group | manual | One file is one board import. Split lists yourself. |
| Automation or dashboard | No destination | unsupported | Not in the task CSV. |
Make the move recoverable.
Create the source-of-truth backup
Keep the CSV and ClickUp until the board is checked.
- Export the locations you will move, not the entire workspace if it is large.
- Download the file in the same hour. The link expires.
- Save a copy outside email.
- List automations you will rebuild.
- Leave ClickUp editable until the board is accepted.
Proof to capture: The CSV on disk, with task ids, and ClickUp still open.
Shrink the file
Fit monday.com's first tab, 10 MB, and column caps.
- Export one list, or a set of lists you can split.
- Keep one tab. Drop XLSM.
- Put the 50 columns you need first if the board is new.
- Stay at or under 8,000 rows for a new board and 10,000 for an existing one.
Proof to capture: Save the input, output, command or tool settings, warnings, and final item counts.
Board import
Load items once, then fix subitems by hand.
- Create the board, or use Import data on a new board and choose Excel.
- Upload one unprotected file.
- Check that comments landed in a column.
- Turn rows with a parent id into subitems on a copy before you do the real board.
Proof to capture: Save the input, output, command or tool settings, warnings, and final item counts.
The things most likely to hurt.
These are operating limits. Treat every “Stop if” condition as a blocked migration, not a suggestion.
Backup
The email link is the only copy
highlikely likelihood
ClickUp emailed the CSV and nobody downloaded it.
- Consequence
- The link expires after one hour, and a large export may not succeed a second time.
- Mitigation
- Download immediately and store the file.
Stop if: You do not have the CSV on disk.
Pilot
The first 50 columns are the wrong ones
criticalpossible likelihood
A new board import silently keeps the first 50 columns of a wider file.
- Consequence
- Task id or parent id never arrives, and you cannot match subitems.
- Mitigation
- Reorder columns. Count them.
Stop if: The pilot board is missing parent id.
Cutover
A second file duplicates the board
criticallikely likelihood
Someone imports the same CSV again after fixing a column.
- Consequence
- monday.com adds items. It does not update the first set.
- Mitigation
- Throw away the pilot board. Import the fixed file once.
Stop if: The live board already contains the first import and you were about to upload again.
Do the work in this order.
Estimate forSelected ClickUp lists exported to CSV and imported into monday.com boards
Total elapsed1 to 3 weeks
Active work16 to 40 hours
BufferAdd time if the workspace export fails and you have to export list by list.
01
Days 1 to 3Lists and columns2 to 3 days
02
Days 3 to 4Download the CSV1 day
03
Days 4 to 8One board3 to 5 days
04
Days 8 to 12Live boards2 to 4 days
05
Days 12 to 18Keep ClickUpabout a week
- Days 1 to 3 · inventory
Lists and columns
4 to 8 hours active2 to 3 days elapsedSpace owners waiting- Pick lists.
- Pick the 50 columns a new board can keep.
Depends on: ClickUp export permission
Stop / go checkpointExport?
Go when: Each list has a destination board.
Stop when: You still expect a ClickUp button in monday.com.
- Days 3 to 4 · backup
Download the CSV
2 to 4 hours active1 day elapsedExport job waiting- Export the chosen locations.
- Save the file before the hour is up.
Depends on: Inventory
Stop / go checkpointEdit the sheet?
Go when: The file is on disk and includes task id and parent id.
Stop when: The link expired and you have no file.
- Days 4 to 8 · pilot
One board
6 to 14 hours active3 to 5 days elapsedReview waiting- Split to 10 MB and one tab.
- Import to a throwaway board.
- Convert a few subitems.
Depends on: CSV
Stop / go checkpointImport the rest?
Go when: Counts match and comments are in a column you accept.
Stop when: Columns past 50 were required and missing.
- Days 8 to 12 · cutover
Live boards
4 to 10 hours active2 to 4 days elapsedPeople checking items waiting- Import each file once.
- Invite users and fix assignees.
- Rebuild the automations you still need.
Depends on: Pilot board accepted
Stop / go checkpointWork in monday.com?
Go when: A list's item count matches the CSV.
Stop when: You would need to reimport on top of the same board.
- Days 12 to 18 · observe
Keep ClickUp
2 to 4 hours activeabout a week elapsedA week of use waiting- Leave ClickUp read-only or unchanged.
- Note items that were only in collapsed groups if you used a view export.
- Download attachments you still need.
Depends on: Boards in use
Stop / go checkpointStop using ClickUp?
Go when: The CSV and ClickUp still exist if a board is wrong.
Stop when: Attachments only exist as URLs you have not opened.
Cut over with a way back.
Cutover
Create the real boards from a single import of each file.
- Freeze task edits in ClickUp, or accept that later edits are a new file and a new board.
- Export and download within the hour.
- Import once per board.
- Convert subitems using parent id.
- Invite the people behind the assignee names.
- Leave ClickUp in place.
Proof to capture: Item counts match the CSV, and ClickUp is still available.
Rollback
Go back to ClickUp. Do not try to patch the board with a second import.
- Send people to ClickUp.
- Archive the monday.com board that is wrong.
- Keep the CSV.
- Fix columns, then import into a new board.
- Write down which parent ids failed.
Proof to capture: ClickUp is the working system, and the bad board is not being edited.
Rollback immediately when
- The download link expired
- More than 50 columns were required on a new board
- Subitems imported as items and were left that way
- A second import duplicated items
- Comments were expected in Updates
Prove the migration worked.
Every blocking check must pass. Capture the evidence before cleanup begins.
| Pass | ID | Check | Method | Expected result | Evidence |
|---|---|---|---|---|---|
V-01Blocking | File on disk | Open the CSV without using the email link. | Task id, name, status, and parent id are present. | CSV. | |
V-02Blocking | One tab, 10 MB | Check format, size, and that the workbook is unprotected. | xlsx, xls, or csv, at or under 10 MB. | File properties. | |
V-03Blocking | First 50 | Count columns on a new-board file. | The ones you need are inside the first 50. | Header row. | |
V-04Blocking | Count | Compare CSV rows with items, remembering the header. | They match, and you are under 8,000 or 10,000 for the import type. | Count note. | |
V-05Blocking | Parent id | Pick three subtasks and find them under the parent after conversion. | They are subitems, not duplicate top-level items. | Board check. | |
V-06 | Column | Open an item that had a ClickUp comment. | The text is in a column. It is not in Updates unless you moved it. | Item screenshot. | |
V-07Blocking | Assignees | Compare three names with monday.com users. | The person can see the item, or the name is still text on purpose. | User check. | |
V-08Blocking | ClickUp | Open the same task in ClickUp. | It is still there. | ClickUp URL. |
Remove the scaffolding safely.
Safe after: Boards have been used for a few days and the CSV is archived.
- Store the CSV with the board links.
- Delete throwaway pilot boards so nobody imports into them later.
- Rebuild automations you still run.
- Download attachments whose URLs you still need.
- Cancel ClickUp only after that file is stored.
Verify against the primary material.
Platform behavior changes. Check these sources and the review dates above before executing a production migration.
- ClickUp: export task dataAccessed 2026-11-02
- ClickUp: export List and Table viewsAccessed 2026-11-02
- ClickUp: import and export limitsAccessed 2026-11-02
- monday.com: import files from ExcelAccessed 2026-11-02
- monday.com community: no automatic ClickUp importAccessed 2026-11-02