How to import tasks from ClickUp, Asana, Monday.com, Trello or a spreadsheet

Before exporting, decide what belongs in kliendo. Active and upcoming work should move. Years of completed tasks usually should not; they add noise and are still available in the old tool's archive or your export file. A clean start for active work is one of the main benefits of switching.

List your clients and note which projects in the old tool belong to each. That map drives the rest of the migration.

Imports go into a client you select, so set up clients first. If you work for agencies as well as direct clients, create the agency structure too; see agencies and direct clients. Existing client information remains untouched by imports, so it is safe to import into a client that already has tasks.

Each platform has its own export option, usually under list, board or workspace settings. ClickUp, Asana and Monday.com can export lists or boards as CSV. Trello boards can be exported from the board menu. Spreadsheets can be saved as CSV from any spreadsheet app.

Export one project or board per file where possible. Smaller files are easier to preview and assign to the right client.

Open the import option, select the destination client and upload the file. kliendo detects which platform produced it and maps the columns automatically: titles, descriptions, statuses, priorities, due dates, tags or labels, and checklist items, which become subtasks.

For spreadsheets, clear column headers such as Title, Status, Priority and Due date give the best results.

Nothing is saved until you confirm. Use the preview to check a sample of tasks: are statuses mapped sensibly, are due dates in the right format, have checklist items become subtasks, are priorities correct? Look particularly at dates, because day and month order can differ between regions.

If something looks wrong, cancel, fix the file and upload again. It is faster to correct the source than to repair dozens of tasks afterwards.

Confirm the import and the tasks appear under the selected client. Repeat for each client and project file. Working client by client keeps each import small and each review quick.

After importing, take a few minutes per client to adapt tasks to how kliendo works. Mark the deep-work deliverables as major tasks, sort work into priority quadrants, delete obsolete items, and merge duplicates. Then build your first timed daily plan from the imported work.

This is the point where the migration pays off: the same work, now organized around clients, focus and billable time.

Run both tools in parallel for no more than a week, then stop updating the old one. Keep your export files as an archive. Tell clients who had access to the old tool how updates will reach them now, for example through daily check-ins.