Migrate from Paymo to Asana

Paymo Projects map directly to Asana Projects with project name, status, start date, and end date preserved. Project-level metadata including budget, hourly rate, and client association migrate as project fields. The client association is preserved as a project-level custom field (client_name__c) since Asana Projects have no native client field. If the Paymo project uses a project template, the template structure migrates as an Asana Project Template so the customer's admin can reuse it for new projects post-migration.

Paymo Task Lists map to Asana Sections within a Project. Section ordering is preserved by sorting sections in the destination project to match the Paymo sequence. Section-level milestones in Paymo attach to the section rather than an individual task; we document this attachment and flag it for post-migration milestone verification in Asana Timeline view.

Paymo Tasks map to Asana Tasks with name, description (as HTML body), start date, due date, estimated hours, assignees, priority, and status from the project Custom Workflow preserved. Subtasks in Paymo map to subtasks in Asana with the same parent-child nesting preserved. We set the task's Start Date and Due Date fields using the task's planned start and due dates from Paymo.

Paymo Time Entries present a structural challenge because Asana has no native time tracking at any plan level. We migrate time entries as a linked export record paired with a custom time_tracked__c field on the Asana Task that stores the total minutes logged against that task. The full time entry detail (date, duration, billable flag, description, user) is exported as a structured CSV so the customer's billing admin can import it into their accounting tool. We do not create a separate time-tracking record in Asana; the data lives in the CSV export.

Paymo Clients map to a custom Organization text field (client_name__c) on Asana Projects, or optionally as Asana Teams if the customer's admin wants client-specific workspaces. Client contact records (name, email, phone, address) are exported as a CSV because Asana has no native contact object. The CSV format is compatible with Salesforce Contacts, HubSpot, or any CRM the customer uses for client relationship management.

Paymo Custom Workflows (introduced March 2026) define per-project Kanban status columns. Each project's unique status set maps to a corresponding Asana single-select Custom Field. We enumerate every status value from every project during scoping, create the Custom Field in Asana (local to the project or global if the same set appears across multiple projects), and populate the dropdown options. Any status value with no equivalent in the customer's chosen Asana plan tier is flagged in the mapping document for manual review before import. This is the highest-complexity object in a Paymo-to-Asana migration because projects may have entirely different status sets.

Paymo Milestones map to Asana Milestones with the milestone name and target date preserved. In Paymo, milestones attach to Task Lists and display after the last task in the list; in Asana, milestones attach to tasks and display at the task endpoint in Timeline view. We migrate the milestone name and date accurately and note that post-migration verification of milestone display position against individual task dates is required. Milestones without an associated task date are migrated with the standalone milestone record and a note for the customer's admin to assign a reference task if needed.

Paymo Project Templates bundle task lists, tasks, and workflow status sets for reuse. We migrate the template structure as an Asana Project Template with task sections, task names, task descriptions, estimated hours, and the Custom Workflow status field preserved. Template migration is scoped to Small Office and Business plan templates only; Free and Solo plan accounts do not have project templates. Placeholder assignees in the template map to the project owner email for the customer's admin to resolve when creating a project from the template.

Paymo Users (name, email, role) map to Asana Users by email address. We resolve every Paymo user referenced on tasks, time entries, and projects against the Asana destination workspace. Any Paymo user without a matching Asana account is placed in a reconciliation queue for the customer's admin to provision before record import begins. Inactive Paymo users are migrated as inactive Asana members to preserve historical assignment data.

Paymo Discussions are project-level comment threads attached to Projects. We migrate discussion content as Comments on the corresponding Asana Project, preserving the chronological order and author name from Paymo. Comments are attributed to the matched Asana user by email lookup; any unmapped author is noted with the original Paymo display name in the comment body.

Paymo Estimates (available on Small Office and Business tiers) are project-level financial approximations with line items, quantities, rates, and totals. Asana has no estimate or proposal object. We export Estimates as a structured CSV with project name, line item description, quantity, rate, and total, compatible with import into QuickBooks, FreshBooks, Stripe Invoicing, or the customer's preferred accounting tool. We do not recreate Estimates as Asana tasks because that conflates planning data with execution data.

Paymo Expenses are project-level cost records with amount, date, description, vendor, and billable flag. Asana has no expense or cost tracking object. We export Expenses as a structured CSV with all fields preserved, linked to the project name for import into the customer's accounting system. Billable expenses are flagged in the export so the billing admin can include them in the next client invoice.