Project Management migration
Field-level mapping, validation, and rollback between Agilean and Trello. We move data and schema; workflows are rebuilt natively in Trello.
Agilean
Source
Trello
Destination
Compatibility
10 of 12
objects map 1:1 between Agilean and Trello.
Complexity
CModerate
Timeline
3-5 weeks
Overview
Moving from Agilean to Trello is a flattening and simplification migration. Agilean stores work in hierarchical Projects and Tasks with custom field support and workflow-state tracking; Trello represents the same data as Boards containing Lists of Cards. There is no public API documentation for Agilean, so we run a structured discovery session with each customer to enumerate their specific object types, task hierarchy, custom field names and types, and attachment storage before writing a single record. We map Agilean task hierarchy to card position within Trello lists, preserve Agilean custom fields as Trello Custom Fields where Trello's 25-character name limit and type-locked field model permit, and document any Agilean workflow configurations that cannot be expressed in Trello's list-and-card paradigm for the customer's admin to rebuild as Power-Ups or Butler automations post-migration. Trello does not support the notion of a Project-level parent with nested sub-projects; multi-board Trello Workspace structures replace Agilean's project nesting. Attachments migrate as card attachments; Agilean workflow-state configurations, custom object types, and any non-standard data structures are flagged during discovery and delivered as a written schema inventory rather than migrated records.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Agilean 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.
Agilean
Project
Trello
Board
1:1Agilean Projects map directly to Trello Boards. During discovery we enumerate every Agilean project and confirm whether each maps to a standalone board or should be consolidated into a single board with multiple lists. Agilean's project-level custom fields migrate as Board-level Custom Fields displayed on all cards within the board. Note that Trello does not support sub-projects; any Agilean project with nested sub-projects flattens to a single board per project, and sub-project relationships are documented as a written hierarchy for the customer's admin to model as separate boards in a Workspace or as labels within a single board.
Agilean
Task
Trello
Card
1:1Agilean Tasks map to Trello Cards. The Agilean task title becomes the card name; the task description becomes the card description field. Agilean task hierarchy (parent tasks, sub-tasks) maps to Trello card checklists, with each Agilean sub-task becoming a checklist item under the parent card. If Agilean supports task dependencies, we document the dependency graph as a written inventory because Trello does not have a native dependency model. Task status (Agilean workflow state) maps to the card's current List position on the destination board.
Agilean
Task Stage / Workflow State
Trello
List
lossyAgilean workflow states (e.g., Not Started, In Progress, Review, Done) map to Trello Lists within each board. During discovery we collect every distinct workflow state used in the Agilean project and create a corresponding List in Trello. The card is placed in the List matching its Agilean workflow state at migration time. If Agilean uses more than 25 distinct workflow states, we consolidate to a maximum of 25 Lists per board (Trello soft limit) and document the overflow states as Card labels for the customer's admin to reconcile post-migration.
Agilean
Custom Field
Trello
Custom Field
1:1Agilean Custom Fields map to Trello Custom Fields. We apply Trello's constraints during mapping: field names are truncated to 25 characters, field types are preserved (text, number, date, dropdown, checkbox), and dropdown options are migrated as Trello dropdown choices. If Agilean uses a field type not supported by Trello (e.g., rich text blocks, multi-user selectors), we flag these as unmappable and document them in the schema inventory with a recommendation for Trello Power-Up alternatives. Custom fields on Agilean's Project object become Board-level Custom Fields in Trello.
Agilean
Attachment
Trello
Card Attachment
1:1Agilean file attachments associated with tasks migrate as Trello card attachments. We extract attachments via the source system's export mechanism (enumerated during discovery), validate file types against Trello's supported formats, and upload each file to the corresponding card. Files exceeding Trello's 10 MB per-attachment limit are flagged and delivered as a separate download package with a link stored in the card description. Image attachments render inline on Trello card faces; other file types render as attachment links.
Agilean
User / Assignee
Trello
Member
1:1Agilean task assignees map to Trello board Members. We extract all distinct user IDs from Agilean task assignments and match by email address against the Trello Workspace membership list. We flag any Agilean assignee without a corresponding Trello member in a reconciliation queue; the customer's admin provisions missing Workspace members before the migration proceeds. Trello's free plan supports unlimited Workspace members but limits board visibility controls, which we document as a post-migration admin note if the customer plans to use Standard plan member permissions.
Agilean
Tag / Label
Trello
Label
1:1Agilean task tags or labels map to Trello Labels. We enumerate all distinct tag values during discovery and create corresponding Labels in each destination board with the same color scheme where possible. If Agilean uses more than 25 distinct tags per project, we consolidate to 25 Labels per board (Trello limit) and document the overflow tags as card description keywords for manual label assignment post-migration.
Agilean
Comment / Note
Trello
Card Comment
1:1Agilean task comments and notes migrate as Trello card Comments. We preserve the comment author (mapped to Trello member), comment timestamp, and comment body text. Rich-text formatting in Agilean comments is simplified to plain text for Trello compatibility. If Agilean supports @mentions in comments, we convert them to plain-text @username strings in Trello and document them as a manual reconciliation item if mention threading is critical for the customer.
Agilean
Checklist
Trello
Checklist
1:1Agilean sub-tasks that are represented as checklists within a parent task map to Trello card Checklists. We migrate each checklist item with its completion status preserved. If Agilean's sub-task model is independent (not scoped to a parent), we flatten each sub-task to a Trello checklist item under its parent card. Any Agilean sub-task that has its own attachments, comments, or custom fields is flagged as a complex sub-task requiring manual follow-up.
Agilean
Due Date
Trello
Due Date
1:1Agilean task due dates migrate to Trello card Due Dates. The due date and, if available, due time transfer directly. If Agilean tracks due date changes over time (audit history), we migrate only the current due date; historical due date changes are documented as a written log for the customer's records. Trello's Due Date field supports a date-only or date-and-time variant; we set the appropriate granularity based on Agilean's source field type.
Agilean
Watcher / Subscriber
Trello
Card Watcher
1:1Agilean task watchers or subscribers map to Trello card watchers. We extract the distinct watcher list per Agilean task, resolve each watcher email to a Trello Workspace member, and subscribe the corresponding members to the migrated card. If a watcher has no Trello membership, we skip the subscription and flag the record in the reconciliation report. Trello Free plan shows watchers to board admins only, which we document for the customer's admin if visibility controls are a concern.
Agilean
Custom Object / Non-Standard Record Type
Trello
Written Schema Inventory
lossyIf Agilean's data model includes custom object types beyond standard Projects and Tasks (e.g., Consulting Deliverables, Contract Records, Client Notes), we do not migrate these as functional records into Trello because Trello does not support custom object schemas. Instead, we extract the data as a structured CSV and JSON export, document the schema in the migration inventory, and deliver the export to the customer's admin for import into a dedicated Trello board, a Google Sheet, or a separate system. We flag any lookup relationships between custom objects and standard Agilean records for manual relationship reconstruction.
| Agilean | Trello | Compatibility | |
|---|---|---|---|
| Project | Board1:1 | Fully supported | |
| Task | Card1:1 | Fully supported | |
| Task Stage / Workflow State | Listlossy | Fully supported | |
| Custom Field | Custom Field1:1 | Fully supported | |
| Attachment | Card Attachment1:1 | Fully supported | |
| User / Assignee | Member1:1 | Fully supported | |
| Tag / Label | Label1:1 | Fully supported | |
| Comment / Note | Card Comment1:1 | Fully supported | |
| Checklist | Checklist1:1 | Fully supported | |
| Due Date | Due Date1:1 | Fully supported | |
| Watcher / Subscriber | Card Watcher1:1 | Fully supported | |
| Custom Object / Non-Standard Record Type | Written Schema Inventorylossy | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Agilean gotchas
Agilean is a consultancy, not a SaaS product — data lives in Smartsheet
Pricing surcharges add to listed monthly fee
No vendor-side data model means scoping requires customer walkthrough
Trello gotchas
Billing model uses maximum seat quantity at term midpoint
Custom Field data historically stored in pluginData
API rate limits are token-gated and can block bulk migration
Guest-to-paid seat conversion triggers on multi-board membership
Automation command runs are capped per plan and overage triggers upgrade pressure
Pair-specific challenges
Migration approach
Discovery session and schema enumeration
We schedule a structured discovery session with the customer's Agilean administrator and any power users. We enumerate all Agilean Projects, Task hierarchies, custom field names and types, workflow states, attachment locations, tagging systems, comment patterns, and non-standard object types. We confirm the data export mechanism available (native export, database access, or third-party tool). The discovery output is a written Migration Scope Document that lists every Agilean object type, the record count per type, the mapping decision for each, and any unmappable items with rationale. No extraction logic is written until the customer signs off on the scope.
Trello Workspace and board structure planning
We design the Trello Workspace structure based on the Agilean project inventory. Each Agilean project becomes a Trello board. We create the Workspace in Trello (or use an existing Workspace), provision boards with matching names, configure Lists per Agilean workflow state, and pre-create Custom Fields on each board to match the Agilean custom field definitions (applying the 25-character truncation where needed). We also create Labels and assign placeholder colors. This step runs in parallel with Agilean data extraction and requires Trello API write access to the destination Workspace.
Data extraction and transformation
We extract data from Agilean using the mechanism confirmed during discovery. Each Agilean Task becomes a JSON record with all fields (title, description, assignees, due date, custom field values, tags, checklist items, comments, attachments, watchers) preserved. Agilean task hierarchy is resolved: sub-tasks are tagged with their parent reference for checklist conversion. Workflow states are mapped to the corresponding Trello List name. Custom field values are transformed to Trello Custom Field format. Any Agilean fields with no Trello equivalent are flagged in a transformation log. The extracted data is validated against the discovery scope record counts before the next step.
User reconciliation and Trello member provisioning
We extract all distinct user IDs from Agilean task assignments, comments, and watchers, and match by email against the destination Trello Workspace membership. We identify any Agilean users without a Trello Workspace account and deliver a provisioning checklist to the customer's admin. Migration does not proceed past this step until all referenced users have a Trello account or are explicitly excluded from the scope. Assignees that cannot be mapped are set to unassigned in Trello with a note in the reconciliation report.
Board-by-board card migration with checklist conversion
We migrate boards in dependency order: board settings and custom fields first, then cards. Agilean tasks are created as Trello cards with the title, description, due date, labels, and custom field values set via the Trello API. Agilean sub-tasks are converted to Trello checklist items under the parent card. Comments are added as card comments with the original author attribution. Attachments are uploaded from the extracted file store to each card. Each card's List placement is set to match the Agilean workflow state at migration time. We run batched API calls with exponential backoff to stay within Trello's 100 req/sec rate limit.
Validation, delta check, and inventory handoff
We validate the migration by comparing record counts (Agilean tasks vs Trello cards created), spot-checking 25-50 cards for correct List placement, custom field values, and attachment presence. We run a delta check for any Agilean records modified during the migration window and apply a final delta import. We deliver the Migration Inventory document: the written schema map, unmappable field log, workflow configuration inventory, custom object CSV export, and Butler automation recommendations. We do not configure Butler automations or Power-Ups; that work is documented for the customer's admin to complete post-migration.
Platform deep dives
Agilean
Source
Strengths
Weaknesses
Trello
Destination
Strengths
Weaknesses
Complexity grading
Moderate Project Management migration. 7 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Agilean and Trello.
Object compatibility
7 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Agilean: Per Smartsheet API rate limits (300 requests per minute per access token at time of writing).
Data volume sensitivity
Agilean doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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