Migrate your Productive data

Projects are the top-level container in Productive. We preserve the project name, status, dates, description, custom fields, and the list of assigned members during migration. No tier gating on the project object itself.

Tasks live inside Lists within Projects. We extract task names, statuses, assignees, due dates, time estimates, and custom field values. Subtask relationships are preserved as parent-child linkages where the destination supports hierarchical tasks.

Lists group Tasks within a Project. We map List names and ordering. If the destination uses a flat task model, we flatten Lists into Tags or Labels on Tasks.

Milestone dates and names migrate directly. Where destinations lack a Milestone object, we convert Milestones to Tasks with a special milestone flag or a dedicated custom property.

Time entries include user, date, duration, billable flag, task association, and notes. We preserve the billable/non-billable flag explicitly, as it drives invoicing downstream.

Productive supports recurring and one-time budgets tied to Projects or Clients. We extract budget amounts, types, and the periods they cover. Budget vs. actual reporting is preserved as a reporting artifact.

Invoices are generated from tracked time and expenses. We extract invoice headers, line items, totals, and payment status. Unrecognized time entries (billable time not yet attached to an invoice) must be explicitly called out during migration scoping.

Expense records include amount, date, description, category, and billable flag. We migrate all expense fields and preserve the link to the associated Project or Task.

Teams are a Professional+ feature that groups members for resource planning. We preserve team memberships and team-level assignments so resource views remain accurate after migration.

Rate cards define service rates by role or person. We extract rate card entries and map them to the destination's pricing or billing rate structure, noting that not all destinations support a separate rate card object.

Members are the people assigned to Projects and Tasks. We map member names, email addresses, roles, and active/inactive status. Seat counts and permissions are preserved as reported from the source.

Skills are an Ultimate-tier feature that tags members with competencies for resource matching. Where the destination lacks a Skills object, we convert skills to Tags on the member record.

Productive allows 5 custom fields on Essential, 15 on Professional, and more on Ultimate. We extract custom field definitions and values, mapping them to equivalent custom properties in the destination system, which may have different limits.

Productive flags time entries and expenses that are billable but not yet recognized in an invoice. We surface these as a migration concern so the customer can decide whether to close them out before cutover or carry them forward as open billing items.