Migration guides
A tailored ClickUp data migration starts by selecting active projects, their tasks, and useful documents. Define field mappings, test a small CSV export, and handle Docs separately. The ClickUp hierarchy is a reference, not a structure automatically recreated in Equilibrition.
Starting format
Workspace CSV plus separate Markdown Docs
CSV
CSV import available today
This guide uses CSV files, not an automatic native connector. Check export permissions and available fields before preparing the Equilibrition import.
Not decided yet? Read the ClickUp comparison first →Adapt the transfer to your work: useful lists, status mappings, documents to keep, and archives to leave accessible. For founder-assisted migration, the scope is confirmed after reviewing exports and available formats. Recreating every ClickUp feature exactly is not guaranteed.
Updated on
Path
In workspace settings, open Imports / Exports, choose Export Items, select the relevant Spaces, Folders, or Lists, then download the CSV.
Prepare a CSV suited to the fields available in Equilibrition's import. Choose the object type and test field mappings on a sample. Do not assume automatic conversion of Spaces, Folders, or Lists into spaces and projects.
Compare tasks by Task ID and check Parent ID before restoring useful links. Choose a main project for tasks in multiple lists. Keep other memberships as references if no target field fits.
Mapping
| In the source tool | In Equilibrition | Review point |
|---|---|---|
| Space and Folder | Organization references | Record the source hierarchy and choose your target organization; no space is assumed to be created automatically. |
| List | Project, where relevant | A list may represent an engagement or just a category; decide before importing. |
| Task ID and Parent ID | Reference IDs | Use them to deduplicate and check relationships; their presence does not automatically create parent-child links. |
| Statuses and dates | Available task fields | Map statuses; check Unix or text dates, the time zone, and values after import. |
| Exported Doc | Note or resource | Transfer content separately; embedded content is not included in the Doc export. |
| Attachments | Resources to check | A name and URL are not a file copy; check access and retention. |
Watchouts
Guide scope
This guide assumes neither an OAuth connection nor ongoing sync. Confirm formats, volume, and exceptions before any assisted migration.
No. Export Docs separately and transfer useful content after checking it. Attachment names and URLs in the CSV guarantee neither downloads nor lasting file access.
Match rows by Task ID and check Parent ID for subtasks before validating links. The CSV includes Unix and text dates: choose a consistent format and check the time zone on your sample.
Founder Pass
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The Context → Action guide: five steps to capture, keep the why, and fit what matters into your week. With the tools you already use.
From step 03
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review the hero and choose the final version
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