How to Migrate from monday.com to ClickUp Step by Step

Migrating from monday.com to ClickUp can dramatically improve how your team manages projects, tasks, and collaboration, as long as you follow a clear and structured migration plan.

This how-to guide walks you through every step of moving your data, workflows, and users into your new workspace, based on the official process described in the ClickUp migration guide from monday.com.

Why Move Your Workflows into ClickUp

Before you start, clarify what you want from your new ClickUp workspace. This will help you decide what to migrate, what to leave behind, and how to structure your spaces.

• Centralize project management, docs, chat, and goals in a single platform.
• Reduce context switching between multiple apps.
• Standardize views, fields, and automations across teams.
• Improve reporting and visibility into timelines and workloads.

Spending a bit of time defining success will keep your migration focused and easier to manage.

Prepare Your monday.com Data for ClickUp

Clean input data makes your move into ClickUp smoother and prevents clutter in your new workspace.

1. Audit boards before exporting

Go through each monday.com board and decide whether it truly needs to be imported into ClickUp.

• Archive outdated boards or items you no longer use.
• Merge duplicate boards with similar structures.
• Rename boards clearly so you recognize them after import.

The more intentional you are at this step, the more organized your ClickUp environment will be from day one.

2. Export monday.com boards

Use monday.com export options to create CSV files that you can later map into ClickUp.

1. Open the board you want to export.
2. Use the board menu to export as CSV or Excel.
3. Save the file with a clear, consistent naming convention.

Repeat this for every board you plan to migrate into ClickUp.

Plan Your ClickUp Hierarchy

ClickUp uses a flexible hierarchy of Workspaces, Spaces, Folders, Lists, and tasks. Map your monday.com structure into this layout before importing any data.

3. Map boards to ClickUp Spaces and Lists

A simple way to translate your old setup into ClickUp is:

• Workspaces: your entire company or organization.
• Spaces: departments or major teams (e.g., Marketing, Product, Operations).
• Folders: major initiatives or programs inside each Space.
• Lists: individual projects or workflows.

For example, several related monday.com boards for marketing campaigns could become a single Folder with multiple Lists inside one ClickUp Space.

4. Recreate fields with ClickUp Custom Fields

Many monday.com columns or field types can map directly to Custom Fields in ClickUp.

• Status columns → Status fields and task statuses.
• Date columns → Due dates or custom date fields.
• Owner/People columns → assignees in ClickUp.
• Number or text columns → text and number Custom Fields.

List out all essential columns on each board, then design a minimal but complete set of Custom Fields inside ClickUp so your imported data stays meaningful.

Use ClickUp Migration Tools

Once your structure is designed, you can bring your information into ClickUp using built-in import options.

5. Start the monday.com to ClickUp import

Inside your Workspace, use the import function to pull in data from CSV files exported from monday.com.

1. Open your Workspace settings or import panel.
2. Select the option to import from CSV or directly from monday.com if available.
3. Choose the ClickUp Space and List where the data should go.
4. Upload your file and follow the field mapping steps.

During field mapping, carefully match each column to the proper field so tasks, assignees, and dates appear correctly inside ClickUp.

6. Validate imported tasks in ClickUp

After each import, review the new tasks in ClickUp to confirm everything matches expectations.

• Spot-check a sample of items against the original board.
• Verify statuses, dates, priorities, and assignees.
• Check that subtasks or checklists are properly created, where applicable.

If something looks off, adjust your mapping, delete the test List, and re-import until the structure is correct.

Rebuild Views and Automations in ClickUp

Your data is only part of the migration. You also need to recreate the way your team views work and automates repetitive tasks inside ClickUp.

7. Create task views in ClickUp

ClickUp offers multiple view types that can replace or improve your old monday.com boards.

• List view for detailed task work.
• Board view for Kanban-style pipelines.
• Calendar view for date-based planning.
• Gantt view for long-term timelines and dependencies.
• Table and Dashboard views for reporting and summaries.

Rebuild key views your team used in monday.com, then add any additional views that will make tracking easier inside ClickUp.

8. Recreate automation rules in ClickUp

If you used automations in monday.com, rebuild essential flows using automation features in ClickUp.

• Auto-assign tasks when they move to a particular status.
• Set due dates when new tasks are created in a List.
• Trigger notifications when high-priority tasks are updated.

Start with the most critical automations that affect time-sensitive work, then add secondary or convenience rules later.

Onboard Your Team into ClickUp

A successful migration is as much about people as it is about data. Make sure your team can quickly understand and use ClickUp.

9. Give a guided tour of your ClickUp setup

Schedule a short walkthrough to show how the new Spaces, Lists, and views are organized.

• Explain how monday.com boards map to ClickUp Spaces and Lists.
• Demonstrate how to find work using Favorites and search.
• Highlight any new features or views they did not have before.

This helps reduce confusion and builds confidence in the new platform.

10. Provide training resources

Support your users with easy references and training materials.

• Link out to official help docs and tutorials.
• Create short Loom-style videos walking through daily workflows.
• Maintain a simple FAQ doc for your internal processes.

If you need expert assistance structuring workspaces or optimizing workflows, consider consulting specialists such as Consultevo who can help design scalable setups in tools like ClickUp.

Run a Soft Launch in ClickUp

Before fully retiring monday.com, run a controlled test phase in ClickUp to catch issues early.

11. Pilot a single team or project

Choose one team or project to operate exclusively in ClickUp for a short trial.

• Ask them to log all new work in the new workspace.
• Collect feedback on views, fields, and automations.
• Track any missing features or friction they encounter.

Use this feedback to refine your setup before migrating every team.

12. Finalize the switchover

Once the pilot runs smoothly and you have validated the structure, you can complete the transition.

1. Finish importing any remaining monday.com boards.
2. Lock or restrict editing in the old system to avoid split data.
3. Communicate a clear cutover date to all teams.

After the cutover, encourage everyone to use ClickUp as the single source of truth for projects and tasks.

Maintain and Improve Your ClickUp Workspace

Migration is a one-time effort, but optimization inside ClickUp is ongoing.

• Regularly archive completed Lists and projects.
• Review Custom Fields and statuses to ensure they stay relevant.
• Refine Dashboards for leadership and team reporting.
• Update automations as processes evolve.

By following these structured steps, you can move from monday.com into ClickUp without losing critical data, while giving your team a more powerful and unified project management experience.