Migration from other apps to CWM

[F_Fairley]

Anyone migrated data and processes from other applications to CWM? For example, migrate from Trello, Asana, or Smartsheet to CWM.

I would like to hear your story and what worked well and what didn't.

[Vishal36]

Hi @F_Fairley , 

migrating to CWM from tools like Trello, Asana, or Smartsheet can definitely be done, but there are a few things worth planning upfront to make the transition smooth. Here are key things to consider during the migration:

• Data structure differences
  Tools like Trello or Asana are task-oriented, while CWM has more structured records like tickets, service boards, and agreements. Think through how each element maps.
• Process alignment
  Some workflows may not transfer directly. It helps to re-evaluate what should be moved "as-is" vs. restructured to fit CWM’s model better.
• Metadata and relationships
  If you want to bring attachments, comments, custom fields, or dependencies — check whether your export/import method supports that level of detail.
• User assignments and timestamps
  Preserving original ownership and historical data (who did what, when) isn’t always possible with basic CSV imports.
• Team readiness
  The migration is one part — getting your team comfortable with the new environment is just as important. You might want to phase the rollout or sandbox it first.
• When teams look beyond manual imports:
  If your migration involves a large volume of data or you’re trying to preserve more than just task names — like:
  • Linked records
  • Status and timestamp history
  • Comments and attachments
  • Relationships across multiple tools (e.g., project in Asana linked to tickets in Jira)

Then. it is worth exploring tools built specifically for enterprise-grade migration. For example, you may consider OpsHub Migration Manager (OMM) for zero downtime, non-disruptive and full fidelity migrations.

Hope it helps!

[Sunil B N]

Hi Francis,

We’re currently working with several customers who are in the process of migrating from platforms like Smartsheet, Monday.com, and Jira. Once we gather more detailed insights, we’ll be able to share best practices more effectively.

In the meantime, if you’ve attempted to migrate data from any of the applications you mentioned, we’d love to hear about your experience. Your learnings could be incredibly valuable for shaping our approach.

Looking forward to your input. Thank you.