Project Management migration
Field-level mapping, validation, and rollback between OneDeck and Trello. We move data and schema; workflows are rebuilt natively in Trello.
OneDeck
Source
Trello
Destination
Compatibility
11 of 13
objects map 1:1 between OneDeck and Trello.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from OneDeck to Trello is a structural simplification. OneDeck bundles CRM, project management, sales, and marketing into one workspace with a flexible board-view model; Trello focuses exclusively on Kanban-based project management with a simpler Board-List-Card hierarchy. We map OneDeck Boards to Trello Boards, Tasks to Cards, and OneDeck Views to Trello Lists, handling custom field translation into Trello Power-Up fields and preserving assignee and attachment history. OneDeck automation scenarios use platform-specific trigger-action logic that does not export in transferable format; we deliver a written inventory of every active scenario for the customer's admin to rebuild in Trello Butler. Document Builder PDFs carry OneDeck formatting that cannot be guaranteed across the migration; we export the underlying data fields and flag document formatting as a review item before sign-off.
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 OneDeck 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.
OneDeck
Board
Trello
Board
1:1OneDeck Boards map 1:1 to Trello Boards, preserving board name, description, and default view configuration. We create the Trello Board first as the parent container for all subsequent List and Card imports. Workspace-level organization in OneDeck maps to Trello Workspace or Team structures depending on the destination plan.
OneDeck
Task
Trello
Card
1:1OneDeck Tasks map to Trello Cards with title, description (as Card description), due date, and status preserved. Task priority from OneDeck maps to a Trello Label with color coding. Subtasks in OneDeck migrate as Checklist items on the parent Card. Card position within the List is preserved by index order at migration time.
OneDeck
List
Trello
List
1:1OneDeck List-style views map directly to Trello Lists. We create Lists on the destination Board and map the OneDeck list name to the Trello List name. If OneDeck uses column configurations beyond name and order, we preserve those as Card fields or Labels. Multi-board views in OneDeck split into multiple Trello Boards where the view-to-board relationship cannot be preserved in a single destination Board.
OneDeck
Custom Field
Trello
Power-Up Custom Field
lossyOneDeck custom fields on Tasks map to Trello Custom Fields Power-Up. We extract all custom field definitions during discovery and map field types: text fields to Trello text fields, number fields to number fields, date fields to date fields, and dropdown fields to dropdown fields. Boolean fields map to a Trello label or checkbox field. The customer must have a Power-Up-enabled Trello plan to use custom fields.
OneDeck
User
Trello
Member
1:1OneDeck user accounts map to Trello Members by email address match. We extract every distinct user referenced as task assignee or board member and match against the destination Trello workspace members. Users without a matching Trello account go to a reconciliation queue for the customer admin to provision before card import resumes.
OneDeck
Assignee
Trello
Card Member
1:1Task assignee assignments migrate as Card Members. We resolve the OneDeck assignee user reference to the Trello Member record via the User mapping and assign the Member to the Card at migration time. Orphaned assignees (user in OneDeck without a Trello Member match) are noted in the reconciliation report.
OneDeck
Attachment
Trello
Card Attachment
1:1OneDeck task attachments migrate as Trello Card attachments. We download the file from OneDeck, store it temporarily, and upload to the destination Card via the Trello API. File type and original filename are preserved. Large files are chunked to stay within Trello's attachment size limits.
OneDeck
Comment
Trello
Card Comment
1:1OneDeck task comments migrate as Trello Card Comments when the OneDeck plan exposes them via API. Comment text, author (mapped via User lookup), and timestamp are preserved. We verify comment accessibility during discovery and include them in scope only when the API exposes them. When comments are inaccessible, we document the gap and inform the team that comment history will not appear in Trello unless manually exported.
OneDeck
Label
Trello
Label
1:1OneDeck task labels map to Trello Labels on the Card. We create Labels on the destination Board with matching names and colors. If OneDeck label names exceed Trello's label name limit, we truncate and note the original name in a custom field. Labels with no matching color in Trello are assigned the nearest available color.
OneDeck
Document
Trello
Attachment or External Link
1:1OneDeck Document Builder PDFs (quotes, invoices, work orders) migrate as Card attachments. We export the PDF file content, but the rendered layout may not survive transfer intact because Trello does not have a comparable document generation engine. We recommend reviewing a sample of migrated documents post-migration to confirm formatting integrity, and we flag this as a review item before sign-off.
OneDeck
Automation Scenario
Trello
Butler Rule (documented only)
1:1OneDeck Automation Scenarios do not export. We identify every active scenario during discovery, capture its trigger conditions and actions in a written inventory, and deliver this to the customer as a handoff document for manual rebuild in Trello Butler. The rebuild scope is often underestimated during planning; we flag this explicitly so teams budget admin time accordingly.
OneDeck
Due Date
Trello
Card Due Date
1:1Task due dates migrate as Card due dates in Trello. The due date, due time (if present), and due complete status all transfer. Card start dates from OneDeck map to a custom field on the Trello Card since Trello does not have a native start date field unless the Card 2.0 Power-Up is enabled.
OneDeck
Watch/Notification Setting
Trello
Board Membership Type
lossyOneDeck users who are watching or subscribed to a board map to Trello Board Members with Normal membership type. Admin-level board users in OneDeck map to Admin membership in Trello. The customer admin should review membership levels post-migration to confirm the intended permission structure.
| OneDeck | Trello | Compatibility | |
|---|---|---|---|
| Board | Board1:1 | Fully supported | |
| Task | Card1:1 | Fully supported | |
| List | List1:1 | Fully supported | |
| Custom Field | Power-Up Custom Fieldlossy | Fully supported | |
| User | Member1:1 | Fully supported | |
| Assignee | Card Member1:1 | Fully supported | |
| Attachment | Card Attachment1:1 | Fully supported | |
| Comment | Card Comment1:1 | Fully supported | |
| Label | Label1:1 | Fully supported | |
| Document | Attachment or External Link1:1 | Fully supported | |
| Automation Scenario | Butler Rule (documented only)1:1 | Fully supported | |
| Due Date | Card Due Date1:1 | Fully supported | |
| Watch/Notification Setting | Board Membership Typelossy | 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.
OneDeck gotchas
Automation scenarios do not export
Document PDFs carry OneDeck formatting that may not transfer
Comment history availability varies by plan
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 and scoping
We audit the source OneDeck workspace across active modules (PM, CRM, Sales), board count, task volume, custom field definitions, attachment library size, active automation scenarios, and comment history availability via API. We pair this with a Trello plan assessment: Standard ($5/user) covers core PM with custom fields via Power-Up; Premium ($10/user) adds increased attachment limits and advanced checklists; Enterprise ($17.50/user) covers large-scale deployments with admin controls. The discovery output is a written migration scope document with board-level mapping and an automation inventory.
Power-Up provisioning and custom field schema
We provision the required Power-Ups on the destination Trello workspace before data migration begins. Custom Fields Power-Up must be enabled at the board level. We create all custom field definitions in Trello that map to OneDeck custom fields, handling type translation for text, number, date, dropdown, and boolean field types. Labels are created on each destination Board to mirror OneDeck label sets. If the customer requires table or calendar views, we configure the relevant Power-Ups (such as Card 2.0 for start dates) and discuss the Power-Up cost with the customer before enabling.
Board and list creation in dependency order
We create Trello Boards in the order they appear in OneDeck, creating the parent Board before any List or Card. OneDeck Lists are created as Trello Lists on each Board. List position order is preserved by index at migration time. If OneDeck uses workspace-level organization that maps to Trello Teams, we create the Team structure first and nest Boards within it.
Card migration with parent-record resolution
We migrate Cards in batches using Trello's API with rate-limit handling and exponential backoff. Each Card receives its title, description, due date, members (resolved via User mapping), labels (resolved via Label mapping), and checklist items (converted from OneDeck subtasks). Attachments are downloaded from OneDeck and uploaded to the destination Card via Trello API, with large files chunked to respect size limits. Custom field values populate via the Custom Fields Power-Up API after the Card exists.
Comment and activity history migration
We migrate task comments to Card Comments when the OneDeck plan exposes them via API. Comment text, author, and timestamp are preserved. Activity history that cannot be retrieved via API is documented as a gap in the reconciliation report. Automation scenarios are documented in the written inventory and delivered to the customer for manual Butler rebuild.
Cutover, validation, and automation handoff
We freeze OneDeck writes during cutover, run a final delta migration of any records modified during the migration window, then enable Trello as the system of record. We deliver the automation inventory document to the customer's admin team. We support a one-week hypercare window where we resolve any reconciliation issues. We do not rebuild OneDeck automation scenarios as Trello Butler rules inside the migration scope; that work is handled by the customer's admin using the delivered inventory document.
Platform deep dives
OneDeck
Source
Strengths
Weaknesses
Trello
Destination
Strengths
Weaknesses
Complexity grading
Standard Project Management migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across OneDeck and Trello.
Object compatibility
2 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
OneDeck: Not publicly documented.
Data volume sensitivity
OneDeck 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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