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!