Migrate your Planfix data

Tasks are Planfix's core record type. They support custom statuses, assignees, checklists, comments, time logs, and file attachments. We migrate tasks 1:1 via the REST API, preserving custom field values, subtask hierarchies, and linked contacts.

Projects group tasks and carry their own custom fields, dates, and assignees. Planfix allows unlimited projects on paid tiers. We carry over project templates, task structures, and dependency links during migration.

Contacts are the CRM backbone in Planfix. Each contact has a profile card with contact info, linked tasks, files, and a history log. We export contact records including all custom properties and relationship links.

Planfix supports extensive custom fields including text, number, date, dropdown, checkbox, and File types. Because every workspace configures fields differently, we snapshot the field schema first and build a field-level mapping table before transforming records.

Workgroups are organizational units that group users and set shared permissions. Plan X allows up to 100 workgroups. We map workgroup memberships and roles, noting that these may need to be recreated in the destination if the target platform uses a different permission model.

Reports are built with Planfix's report builder and can be exported as CSV or XLSX. Saved report definitions are not directly portable; we export the underlying data and recommend rebuilding complex reports at the destination. Plan X includes 500 saved reports.

Planfix's Process and Script objects define automated multi-step workflows triggered by events. These are tightly coupled to Planfix's internal execution engine and cannot be reliably exported or replayed in other platforms. We document the script logic for manual recreation.

Time logged against tasks (via timers or manual entry) is exported as a structured field on the task record. We preserve the duration, date, and user attribution for each time entry.

Document templates use XLSX/XLSM files with template variables to generate output documents. The template files themselves can be exported; variable mappings are workspace-specific and may need field reference updates at the destination.

Whiteboards store block-based diagrams created in Planfix's Whiteboard feature. There is no documented export format for whiteboard content, so these records are flagged as non-migratable.

Planners are calendar-based views of tasks. Saved planner configurations (filters, groupings, date ranges) are user-specific. We export the underlying task data but cannot preserve personal planner layouts.