A comprehensive guide to migrating from a tool to Asana

As an Asana Solutions Partner, our team at iDO often has to deal with clients in need to migrate away from their current tool into Asana. That’s great news! But answering the question “how to migrate” isn’t always easy, and there is not a “one-size-fits-all” answer. So we decided to dive into the topic, and give you the most comprehensive guide possible.

A couple of disclaimers:

  1. if we are missing an option: let us know

  2. those tools are, thankfully, evolving quite rapidly: let us know if you see a mistake or error

  3. to avoid a constant need for updates, we decided to not list all the teeny-tiny details

  4. the order those tools are presented is not a ranking by any means

  5. we can’t be held responsible for any data corruption or data loss: those tools will have access to all your data, do your own due diligence

At iDO, we provide Asana licenses as well as consulting services. We don’t get referral fee from those tools, so feel free to use them as you wish. But remember we can get you licenses with discounts or free added benefits, and we have one of the best team of Asana consultants in the world!

Migrate to Asana using from Airtable from Atlassian
Jira/Confluence/Rovo
from Asana from ClickUp from Google Sheets from Monday from Planner from Smartsheet from Trello from Wrike
Excel (CSV) :white_check_mark: :cross_mark: :cross_mark: :white_check_mark: :white_check_mark: :white_check_mark: :cross_mark: :white_check_mark: :white_check_mark: :white_check_mark:
API :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark:
Asana :cross_mark: :cross_mark: :white_check_mark: :cross_mark: :cross_mark: :cross_mark: :cross_mark: :cross_mark: :cross_mark: :cross_mark:
Altosio Upon request Upon request :white_check_mark: :white_check_mark: Upon request :white_check_mark: :white_check_mark: Upon request :white_check_mark: :white_check_mark:
Omtera :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark: :cross_mark: :white_check_mark: :white_check_mark: :white_check_mark:
Ditto :cross_mark: :cross_mark: :white_check_mark: :cross_mark: :cross_mark: :cross_mark: :cross_mark: :cross_mark: :cross_mark: :cross_mark:
Richard Sather Upon request Upon request :white_check_mark: :white_check_mark: Upon request :white_check_mark: Upon request Upon request Upon request Upon request
Taco tech Upon request Upon request :white_check_mark: Upon request Upon request :white_check_mark: Upon request Upon request :white_check_mark: Upon request

Excel (CSV)

How to use:

Limitations:

List of technical and data limitations in Asana:

  • Limit of 2,000 rows for importing a CSV file into a project

  • Can’t import due date with time

  • Can’t import attachments

  • Can’t import comments

Price:

Free


API

How to use:

Limitations:

  • Can’t import time tracking

  • Maximum requests per minute : 150 for free plan / 1500 for paid plan

  • Maximum concurrent requests : 50 for GET / 15 for POST, PUT, PATCH, DELETE

  • Objects in Asana are connected to each other in a graph.

Some examples of “links” in this graph are:

  • A task object is linked to a user object as the assignee

  • A user is linked to the projects it is following

  • A tag is linked to all its tasks

  • A task is linked to all its subtasks

  • A task is linked to all its custom field values

Price:

Free


Asana

How to use:

Limitations:

  • A Personal Projects organization cannot be used as a source or destination domain.

  • It is not possible to migrate an organization to a workspace

  • Deleted objects such as teams, projects and tasks will not be copied

Price:

Free


Altosio

How to use:

Included:

  • Different level of subtasks

  • Comments and attachments

  • Project permissions

Limitations:

See guides for limitations

Price:

Starting at $14.99 per project


Omtera

How to use:

Included:

  • Teams, Portfolios, Projects, Tasks

  • Custom fields, Sections, Subtasks

  • Comments, Attachments, Time-tracking entries

Limitations:

What can’t be migrated but rebuild by their team:

  • Automations

  • Forms

  • Dashboards

Price:

Focus on large companies (Enterprise and Enterprise + plan) :

  • Platinum Partner expertise – 5+ certified Asana experts, 3+ Full-Stack Snowflake/BigQuery data-warehouse developers, and 5+ migration-support specialists—each with more than three years of hands-on migration experience.

  • Platform over scripts – a standardized, UI-driven flow that cuts risk and setup time.

  • Hyper-care – two weeks of hands-on monitoring and rapid fixes after cut-over.

  • Weekend Migration – Zero-downtime, hassle-free migrations during weekends.

  • French, English, Spanish, Aravib speaker

Upon request


Ditto

How to use:

Included:

  • Projects, Sections, Tags, Custom fields

  • Attachments, Comments, Tasks, Subtasks

  • Multi-homed tasks, Special task types, Task dependencies

Limitations:

Not included:

  • Forms, Messages, Recurring task, Rules

  • Custom fields : Can’t copy Number (%) or People

  • Files attached from Google Drive are currently not supported, and will always be attached as a link.

  • Comments can’t be copied as if posted by orginial users

  • Task templates & Projects templates

Price:

Free or Pro plan ( $10 per user per year)

Richard Sather’s tool

How to use:

Included:

  • Teams, Projects & Tasks

  • Subtasks & Checklists

  • Assignees & Collaborators

  • Dates & Dependencies

  • Milestones, Custom fields

  • Portfolios & Workload

  • Comments, Attachments

Limitations:

What can’t be migrated but rebuild by Richard services with Rebuild offer:​

  • Rules (automations), Forms, Formulas

  • Task templates, Project templates, Saved views

  • Dashboards, Goals, Bundles

  • Apps & Integrations

Price:

Upon request

More info

Taco tech

How to use:

Included:

  • Projects & Tasks, Sections

  • Assignees, Dates, Custom fields

  • Comments, Attachments

More details

Limitations:

Price:

Depending on the size of the migration it could be anywhere between AUD$1,500 and AUD$9,995

For this pricing we work with the customer directly to ensure everything is mapped and transferred correctly, and use the opportunity to help clean up data during the transfer.


Bastien, Asana Expert

iDO (Asana Partner: Services & Licenses)

8 Likes

Thanks for the mention, @Bastien_Siebman ! :folded_hands:

Thanks for metionning Altosio @Bastien_Siebman!