Project Management migration

Migrate from ActiveCollab to Trello

Field-level mapping, validation, and rollback between ActiveCollab and Trello. We move data and schema; workflows are rebuilt natively in Trello.

ActiveCollab logo

ActiveCollab

Source

Trello

Destination

Trello logo

Compatibility

50%

6 of 12

objects map 1:1 between ActiveCollab and Trello.

Complexity

BStandard

Timeline

1-2 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Moving from ActiveCollab to Trello is a data-shape migration across fundamentally different project management models. ActiveCollab is a full-featured agency ecosystem with time tracking, invoicing, workload views, and project-level financial reporting; Trello is a Kanban-first card board tool with no native time tracking, no invoicing, and no workload or capacity planning. We migrate the structural record set — Projects, Tasks, Subtasks, Discussions, Notes, Attachments, Labels, and Users — and flag the time tracking, expense, dependency, and automation objects that require either a custom field reconstruction in Trello or a manual rebuild in Butler. We do not migrate ActiveCollab Workflow Automations or recurring task rules as code; we deliver a written inventory of these for your admin to rebuild in Butler or via a Power-Up.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

ActiveCollab logo

ActiveCollab

What's pushing teams away

  • Some teams outgrow the platform when they need deep customization, advanced reporting, or a richer marketplace of integrations beyond Zapier, Slack, and webhooks.
  • The mobile application receives criticism for being less complete than the desktop experience, with some features unavailable on iOS and Android.
  • Power users from enterprise-grade PM tools report that reporting and analytics dashboards lack the depth needed for executive-level project visibility.
  • Workflow automation rules are functional but limited compared to dedicated automation platforms, causing teams focused on process-heavy operations to look elsewhere.

Choosing

Trello logo

Trello

What's pulling them in

  • Free plan supports unlimited users and 10 boards, giving small teams full access to core Kanban functionality before any paid commitment is required.
  • The drag-and-drop board/card/Label interface requires no training, which reduces adoption friction and onboarding time across distributed teams.
  • Atlassian ecosystem integration with Jira, Confluence, and Bitbucket provides native cross-tool workflows for teams already using Atlassian tools.
  • Butler automation on paid tiers enables rule-based triggers without third-party integrations, covering basic workflow automation needs.
  • Simple visual task management with due dates, checklists, and member assignments keeps individual contributors and small teams organized without complexity.

Object mapping

How ActiveCollab objects map to Trello

Each row shows how a ActiveCollab object lands in Trello, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

ActiveCollab

Project

maps to

Trello

Board

1:1
Fully supported

ActiveCollab Projects map directly to Trello Boards. Project name, category, status (active/archived), budget field, and owner assignment migrate as Board metadata. Trello Board visibility settings (private/workspace/public) are set during scoping based on the original ActiveCollab project's client-visible flag. Archived projects require the Trello Premium or Enterprise plan to enable board-level archiving; Standard plan boards cannot be archived and must be manually closed post-migration.

ActiveCollab

Task

maps to

Trello

Card

1:1
Fully supported

ActiveCollab Tasks map to Trello Cards on the corresponding Board. Task name, description (rich text), due date, assignee (Member), labels, priority flag, and completion status migrate. Trello Cards have no native priority field; we reconstruct priority as a Label (High/Medium/Low) or a custom field if the destination board uses the Trello Custom Fields Power-Up. Completed tasks set Card archival status in the destination List.

ActiveCollab

Subtask

maps to

Trello

Checklist Item

1:many
Fully supported

ActiveCollab Subtasks are hierarchically nested under Tasks and carry their own assignee and completion status. We map each Subtask to a Trello Checklist item on the parent Card, preserving the completion checkbox state and assigning the checklist item to the mapped Member if present. Trello does not support sub-checklist items, so deeply nested subtask trees flatten into a single checklist level.

ActiveCollab

Discussion

maps to

Trello

Card Comment

1:1
Fully supported

ActiveCollab Discussion threads attached to Projects or Tasks map to Trello Card Comments. Author name, timestamp, and rich text content migrate as Card comments ordered by timestamp. Trello does not have a Project-level discussion concept; Project-level Discussions on the source map to Comments on a designated migration-reference Card within the destination Board.

ActiveCollab

Note

maps to

Trello

Card Description or Power-Up Document

lossy
Fully supported

ActiveCollab Notes are free-form text records at the Project level, optionally pinned. Notes with a single linked Task migrate as additional Card Description content prefixed with a [Migration Note] marker. Orphaned Notes (no linked Task) are attached to a designated migration-reference Card. If the destination workspace uses the Trello Document Power-Up, Notes are consolidated into workspace documents per project.

ActiveCollab

Time Entry

maps to

Trello

Checklist Item or Custom Field

lossy
Fully supported

ActiveCollab Time Entries carry job type, billable flag, duration, and linked task. Trello has no native time tracking. We reconstruct time entry summaries as a formatted checklist item on each Card (e.g., '[1.5h] Design work — billable') or as a pre-populated custom field if the destination uses the Custom Fields Power-Up. The customer selects the representation during scoping. Full timesheet rollup cannot be reproduced in Trello without a third-party Power-Up.

ActiveCollab

Attachment

maps to

Trello

Card Attachment

1:1
Fully supported

ActiveCollab files uploaded via /upload-files are downloaded to our staging storage and re-uploaded as Trello Card attachments. We preserve original file names and content types. File size limits for Trello attachments apply (25 MB on Standard, 250 MB on Premium); files exceeding the destination plan limit are flagged during scoping for alternate delivery. ActiveCollab's UUID-based file references are replaced with Trello's attachment URLs post-upload.

ActiveCollab

User and Member

maps to

Trello

Board Member

1:1
Fully supported

ActiveCollab Members and Clients map to Trello Board Members. We migrate name, email, avatar reference, timezone, and active/archived status. Member role mapping is approximate: ActiveCollab's five configurable roles condense to Trello's Board Admin, Normal Member, and Observer roles. Guests and Client-level users map to Trello Board Guests if the destination plan supports guest access (Premium and Enterprise only).

ActiveCollab

Label

maps to

Trello

Card Label

1:1
Fully supported

ActiveCollab Labels are color-string tag pairs applied to Tasks and Projects. We preserve the full label vocabulary and reapply label assignments to migrated Cards. Trello requires labels to be pre-created per Board; we create labels on each destination Board before card import using the source label vocabulary. Label colors are approximated to the closest Trello color option. Some destination boards require manual label pre-creation if the workspace admin has restricted Board customization.

ActiveCollab

Project Template

maps to

Trello

Board (with template-identifier)

lossy
Fully supported

ActiveCollab Project Templates bundle a named set of Tasks, subtasks, and Discussions. We migrate the template structure as a new Trello Board with '[Template]' prefixed in the Board name. Trello has no native template-boarding feature on Standard plan; Premium plan users can use the board duplication feature as a post-migration template workflow.

ActiveCollab

Task Dependency

maps to

Trello

Custom Field or Label

lossy
Fully supported

ActiveCollab finish-to-start task dependencies have no native Trello equivalent. We capture the dependency graph as a structured CSV and reconstruct it in Trello as a pair of custom fields (Blocked By, Blocks) using the Custom Fields Power-Up, or as a labeled convention (e.g., Label 'dep:task-123') on each blocked Card. The customer selects the representation during scoping. Downstream date propagation from ActiveCollab's automated dependency updates does not reproduce in Trello.

ActiveCollab

Workflow Automation (Pro tier)

maps to

Trello

Not migrated (inventory delivered)

lossy
Fully supported

ActiveCollab Pro-tier Workflow Automations (trigger-action rules) do not migrate as code. We capture every automation configuration as a structured JSON record documenting trigger, conditions, actions, and delay logic. We deliver this as a written automation inventory with Butler-equivalent recommendations per rule. The customer's admin rebuilds each automation in Butler or selects a Power-Up replacement post-migration.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

ActiveCollab logo

ActiveCollab gotchas

High

Task move-vs-copy disconnects from source project

High

APPLICATION_UNIQUE_KEY required for self-hosted migrations

Medium

UTF8MB4 encoding must be preserved through the export and import pipeline

Medium

Pro+ tier gates invoicing data — not all workspaces have it

Medium

Cloud migration requires SSH and MySQL credentials to ActiveCollab support

Trello logo

Trello gotchas

High

Billing model uses maximum seat quantity at term midpoint

Medium

Custom Field data historically stored in pluginData

Medium

API rate limits are token-gated and can block bulk migration

Medium

Guest-to-paid seat conversion triggers on multi-board membership

Low

Automation command runs are capped per plan and overage triggers upgrade pressure

Pair-specific challenges

  • Task dependencies have no native Trello representation

    ActiveCollab's finish-to-start dependencies with automated downstream date propagation cannot be reproduced as native Trello objects. Trello does not enforce card ordering based on predecessor completion, and there is no native Blocks/Blocked-By field. We capture the dependency graph and reconstruct it using the Custom Fields Power-Up as a pair of custom fields, but downstream date recalculation requires a third-party Power-Up or manual card movement. Teams that rely heavily on Gantt-style dependency chains must evaluate whether the Trello Power-Up ecosystem satisfies their scheduling needs before committing to migration.

  • Time tracking data has no native Trello destination

    ActiveCollab time entries carry duration, job type, billable flag, and linked task. Trello has no native time tracking object and no native timesheet view. We reconstruct time summaries as checklist items or custom fields, but billable hour aggregation, timesheet reports, and stopwatch data do not survive migration in a queryable form. Teams that use ActiveCollab's Pro+ tier time billing must evaluate whether a Trello Power-Up (such as a time tracking integration) satisfies their reporting requirements before migration begins.

  • Invoicing and Pro+ tier billing data cannot migrate to Trello

    ActiveCollab Pro+ tier invoices, line items, tax codes, and payment status records have no equivalent object in Trello at any tier. Trello is not a billing or financial management tool. We flag invoice data during scoping and discuss representation: a structured CSV export of invoice records for the customer's finance team to reconcile in a separate tool, or a manual note in the destination Board for projects where billing context is relevant. We do not recreate invoice data in Trello.

  • UTF8MB4 encoding must be preserved through the export and import pipeline

    ActiveCollab SQL exports use UTF8MB4 character encoding. If the importing system uses a different default charset, non-ASCII characters in project names, task descriptions, user names, and file names corrupt silently. We set the MySQL connection charset explicitly (SET NAMES utf8mb4) before reading any export from self-hosted instances and validate character integrity post-import using a targeted checksum pass on text fields.

  • Task move-vs-copy disconnects from source project context

    In ActiveCollab, moving a Task to another Project disconnects it from the source project entirely — it ceases to exist there. Comments on the task move with it. Copying creates a brand-new, unrelated Task. We confirm with the customer which behavior applies to each task group before migration and log every operation explicitly in the migration audit trail. In Trello, moving a Card between Boards does not create a duplicate; it relocates the Card. We align our move-vs-copy decisioning with this behavior so that the intended outcome matches the destination structure.

Migration approach

Six steps for a successful ActiveCollab to Trello data migration

  1. Discovery and workspace scoping

    We audit the source ActiveCollab workspace across plan tier (Plus/Pro/Pro+), object counts (Projects, Tasks, Subtasks, Discussions, Notes, Time Entries, Attachments, Labels, Users), and the Pro+ tier invoice flag. We identify any self-hosted instance and extract the APPLICATION_UNIQUE_KEY from config/config.php if applicable. We document the full label vocabulary, project template list, and any Pro-tier automation configurations for the inventory delivery. The discovery output is a written migration scope with record counts per object type and a destination Trello workspace and plan recommendation.

  2. Destination schema design

    We design the destination Trello workspace structure: one Board per ActiveCollab Project, Lists per task status column convention (To Do / In Progress / Done or custom), and Card fields matching the source Task metadata. We pre-create Labels on each Board using the source label vocabulary and approximate Trello color assignments. If the customer has selected the Custom Fields Power-Up for dependency or time tracking reconstruction, we create the required custom field schemas on each Board before data import begins.

  3. Attachment staging and pre-upload validation

    ActiveCollab attachments are downloaded from the platform to FlitStack AI staging storage, preserving original file names and content types. We validate each file against Trello's attachment size limits for the destination plan (25 MB Standard, 250 MB Premium) and flag any files exceeding the limit. We confirm file integrity via checksum before the import phase begins so that re-upload to Trello does not produce corrupted attachments.

  4. Member and Board permission provisioning

    We extract every distinct ActiveCollab Member and Client with their name, email, timezone, and role. Members map to Trello Board Members (Admin, Normal, or Observer) and Clients map to Board Guests if the destination plan supports guest access. We coordinate with the customer's Trello workspace admin to provision Board membership before record import so that Card assignee resolution is satisfied at import time. Any unresolvable Members (no corresponding Trello account) go to a reconciliation queue for admin action.

  5. Record migration in dependency order

    We run import in record-dependency order: Board creation first, then Member assignment, then Card creation with Checklist items (from Subtasks), then Card Comments (from Discussions), then Card Attachments, then Label application, then time entry reconstruction (Checklist items or custom fields per scoping choice). Each phase emits a row-count reconciliation report before the next phase begins. Attachment upload happens last to ensure Cards exist before linking.

  6. Cutover, validation, and automation inventory delivery

    We freeze ActiveCollab writes during cutover, run a final delta migration of any records modified during the migration window, then deliver the migration artifact. We run a spot-check reconciliation on a randomized 25-50 record sample against the source and deliver the written automation inventory documenting every Pro-tier Workflow rule with Butler-equivalent recommendations. We do not rebuild ActiveCollab Workflows as Butler rules inside the migration scope; that is a separate engagement.

Platform deep dives

Context on both ends of the pair

ActiveCollab logo

ActiveCollab

Source

Strengths

  • Combines task management, time tracking, invoicing, and reporting under one subscription without requiring third-party add-ons.
  • Self-hosted deployment gives teams full control over their data and infrastructure while using the same feature set as the cloud version.
  • Project templates, task dependencies, and recurring tasks are native features that require no configuration or scripting.
  • Roles and permissions system supports five predefined roles with per-project overrides, making client onboarding straightforward for agencies.

Weaknesses

  • The mobile app is functionally limited compared to the web interface, with several features absent on iOS and Android clients.
  • Workflow automation is basic trigger-action logic; teams requiring complex conditional logic or multi-step process automation find it insufficient.
  • Reporting and analytics are focused on operational metrics; executive-level dashboards and data exports are limited in scope.
  • The platform lacks a native marketplace or plugin ecosystem, meaning integrations beyond Zapier, Slack, and Google Workspace require custom API work.
Trello logo

Trello

Destination

Strengths

  • Generous free tier with unlimited users and 10 boards, the lowest barrier to entry among major project management tools.
  • Intuitive drag-and-drop Kanban interface requires no training or onboarding documentation.
  • Deep Atlassian integration with Jira, Confluence, and Bitbucket for teams already in the ecosystem.
  • Built-in Butler automation covers rule-based triggers without requiring third-party integrations.
  • REST API with comprehensive documentation enables programmatic access to all core objects.

Weaknesses

  • Reporting and analytics are absent, with no built-in velocity tracking, burndown charts, or historical performance metrics.
  • The flat board/list/card data model scales poorly for complex projects requiring hierarchical task structures.
  • Customization is limited compared to platforms like Asana, monday.com, or Jira that offer richer field types and workflow configuration.
  • Advanced views (Timeline, Dashboard) require Premium and are not available on Standard, inflating total cost for teams needing visibility features.
  • Guest user billing rules are confusing and prone to accidental seat overages when guests join multiple boards.

Complexity grading

How hard is this migration?

Standard Project Management migration. 2 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across ActiveCollab and Trello.

  • Object compatibility

    B

    2 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    ActiveCollab: Not publicly documented.

  • Data volume sensitivity

    B

    ActiveCollab doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your ActiveCollab to Trello migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about ActiveCollab to Trello data migrations

Answers to the questions buyers ask most during ActiveCollab to Trello migration scoping. Not seeing yours? Book a call.

Can't find your answer?

Walk through your ActiveCollab to Trello migration with a real engineer — 30 minutes, free, written quote within 24 hours.

Book a free 30 minute consultation

Most migrations land between one and two weeks for workspaces under 5,000 tasks, 20 projects, and no complex dependency graph. Migrations with large attachment volumes, dependency graphs requiring custom field reconstruction, time entry histories, or Pro+ tier invoicing data flagged for destination fit move to three to five weeks because of multi-pass attachment handling and custom field schema design per board.

Adjacent paths

Related migrations to explore

Ready when you are

Move from ActiveCollab.
Land in Trello, intact.

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