Project Management migration
Field-level mapping, validation, and rollback between ]project-open[ and Trello. We move data and schema; workflows are rebuilt natively in Trello.
]project-open[
Source
Trello
Destination
Compatibility
8 of 12
objects map 1:1 between ]project-open[ and Trello.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Moving from ]project-open[ to Trello is a structural compression, not a straightforward record copy. ]project-open[ stores every entity — projects, tasks, companies, tickets, costs, timesheets — in a normalized PostgreSQL schema with acs_objects inheritance and acs_rels traversal, while Trello organizes work as Boards containing Lists of Cards. We extract directly from the PostgreSQL backend (no public API exists), reconstruct the project-task hierarchy, and compress ERP-level data into the flat card structure that Trello supports. Financial records, custom fields, and company-contact relationships require explicit mapping decisions before any data moves. We do not migrate ]project-open[ workflows, ticketing automations, or financial reporting configurations; these receive a written inventory for your team to rebuild using Trello's Butler or a third-party automation tool. Historical timesheet data migrates as card-custom-fields if your Trello plan supports them, otherwise as a structured CSV export for offline reference.
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 ]project-open[ 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.
]project-open[
Project
Trello
Board
1:1]project-open[ Projects map to Trello Boards. The project_id becomes the board identifier, and the project_name becomes the board title. Project status (potential, active, closed) requires a mapping decision: we recommend using board visibility (public, private, workspace) or a dedicated status label column rather than separate boards per status, since Trello has no native project status lifecycle. We preserve the project description as the board description. If the customer maintains a parent-child project hierarchy in ]project-open[, we document the structure as a board-naming convention for the Trello admin to implement post-migration.
]project-open[
Task / Sub-task
Trello
Card with Checklists
1:many]project-open[ Tasks and sub-tasks map to Trello Cards. Parent tasks become cards at the top-level List, and child tasks become Checklist items on the parent card. This is the standard Trello pattern for hierarchical task decomposition. Task status_id (not started, in progress, completed) maps to a combination of card due dates, labels, or List placement depending on the customer's workflow preference. We preserve task description as the card description, priority flags as colored labels, and assignees as card Members.
]project-open[
Company
Trello
Card Custom Field or External Reference
lossyTrello has no native Company or Account object. We provide two options during scoping. Option one: migrate company names as a Card Custom Field (Company Name, text type) attached to every relevant card if the Trello plan supports Custom Fields. Option two: deliver a structured CSV export of all im_companies records (company_name, company_status_id, company_type) as a reference document for the customer to maintain in a separate system. We recommend the CSV approach if the source has more than 200 companies because Trello's Custom Fields apply per-card and do not support lookup relationships.
]project-open[
Ticket (im_tickets)
Trello
Card with Label
1:1]project-open[ Tickets migrate to Trello Cards with a Ticket-type label applied for visual filtering. The ticket_status_id maps to a label color (for example, Open = blue, In Progress = yellow, Resolved = green, Closed = gray). Ticket description, assignee, and conversation threads migrate as card description, member assignment, and card comments respectively. Conversation threads from the im_tickets and im_ticket_message tables are flattened into chronological comments on the card.
]project-open[
Timesheet Entry (im_costs with cost_type_id = timesheet)
Trello
Card Custom Field or CSV Export
lossyTimesheet data in ]project-open[ has no direct Trello equivalent. If the customer's Trello plan is Standard or above (Custom Fields enabled), we create a numeric Custom Field (Hours Logged) per card and map timesheet entries from tasks that have time tracking. We sum hours per task and write the total to the card. For detailed timesheet history (user-level, date-level, billing type), we deliver a CSV export of im_costs timesheet entries mapped by project and user for offline financial reporting.
]project-open[
Cost / Invoice (im_costs)
Trello
CSV Export
1:1Invoice and financial cost records in ]project-open[ do not have a migration path into Trello because Trello has no financial object model. We extract im_costs records with cost_type_id indicating invoice or billable cost, preserve the full financial metadata (amount, currency, cost_status_id, project reference, company reference), and deliver as a structured CSV export. We map project_id and company_id to their migrated Trello Board and Company Custom Field values respectively so the financial export references the correct destination records.
]project-open[
User
Trello
Member
1:1]project-open[ User accounts map to Trello Members by email match. We extract user_id, name, and email from the acs_users table and resolve against Trello workspace members. The challenge is that Trello membership is workspace-level and invitation-based, whereas ]project-open[ user records include permission hierarchies and group memberships. We map users by email, flag any user without a Trello account for the customer to provision before migration, and note that ]project-open[ role hierarchies do not transfer to Trello (which uses workspace Admin, Member, and Observer roles).
]project-open[
Custom Fields (dynamic attributes)
Trello
Card Custom Fields
lossy]project-open[ allows unrestricted dynamic custom attributes per Business Object. We perform field-level discovery during scoping, extract the full set of attribute names and data types per object type, and map each to a Trello Custom Field of the closest matching type (text, number, date, dropdown, checkbox). Custom Field availability is plan-dependent: Standard plan and above only. We map text fields as text, numeric fields as number, date fields as date, and enumerated fields as dropdown with their option values preserved. Max 50 Custom Fields per board and max 50 options per dropdown field in Trello apply; we flag any attribute that exceeds these limits and propose a consolidation approach.
]project-open[
Document / Attachment
Trello
Card Attachment
1:1Documents in ]project-open[ are stored as separate objects with acs_objects references. Binary files may be in the filesystem or the database depending on configuration. We identify file storage locations during discovery, extract file references, and create Card Attachments in Trello. Trello enforces a 10MB per-file limit; any attachment exceeding this threshold is flagged and the customer decides whether to compress, split, or host externally with a link card comment substituting for the attachment.
]project-open[
Label / Category
Trello
Label
1:1]project-open[ Categories stored in the hierarchical category system (used for ticket types, project sectors, and object classification) map to Trello Labels. We extract category_id and category labels, filter to the relevant classification sets the customer wants to preserve in Trello, and create Label records per Board. Category hierarchy (parent-child) does not transfer since Trello Labels are flat; we preserve the full category label string as the label name and document the hierarchy as a label-naming convention (for example, Project Type: Software, Project Type: Infrastructure) for the customer to implement post-migration.
]project-open[
Office / Location
Trello
External Reference
1:1Office objects in ]project-open[ store physical location data linked to companies and projects via acs_rels. Trello has no location or office concept. We extract office records (name, address) and preserve the relationship metadata (which companies and projects reference which offices) as a structured reference document. For organizations that need location context in Trello, we recommend a Card Custom Field (Location) to capture this at the project or card level.
]project-open[
Configuration Item
Trello
Card with Label
1:1Configuration items tracking IT assets and dependencies in ]project-open[ do not have a native Trello equivalent. We map configuration items to Cards on a dedicated IT Assets Board with a CI-type label applied, preserve the CI attributes as card description text and Custom Fields, and document the dependency relationships (stored in acs_rels) as a CSV export for the customer to reference when rebuilding dependency tracking in their new IT management system.
| ]project-open[ | Trello | Compatibility | |
|---|---|---|---|
| Project | Board1:1 | Fully supported | |
| Task / Sub-task | Card with Checklists1:many | Fully supported | |
| Company | Card Custom Field or External Referencelossy | Fully supported | |
| Ticket (im_tickets) | Card with Label1:1 | Fully supported | |
| Timesheet Entry (im_costs with cost_type_id = timesheet) | Card Custom Field or CSV Exportlossy | Fully supported | |
| Cost / Invoice (im_costs) | CSV Export1:1 | Fully supported | |
| User | Member1:1 | Fully supported | |
| Custom Fields (dynamic attributes) | Card Custom Fieldslossy | Fully supported | |
| Document / Attachment | Card Attachment1:1 | Fully supported | |
| Label / Category | Label1:1 | Fully supported | |
| Office / Location | External Reference1:1 | Fully supported | |
| Configuration Item | Card with Label1:1 | 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.
]project-open[ gotchas
No public API forces direct PostgreSQL database access
Boolean fields use 't'/'f' char values not native booleans
Complex acs_objects inheritance and acs_rels traversal
Custom fields require pre-migration field discovery and mapping
Date and datetime storage formats vary across modules
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
Infrastructure access and database extraction
We establish a read-only PostgreSQL connection to the ]project-open[ database and run a full schema discovery pass. This identifies which modules are active (project management, CRM, financials, ticketing), the full set of custom attribute definitions per object type, the acs_rels table entries defining project-task hierarchies and company-contact relationships, and any filesystem versus database file storage configuration. We extract all data in CSV format during this phase. The customer provisions database credentials and network access; we handle the connection securely with no write operations during extraction.
Trello workspace scoping and plan assessment
We assess the destination Trello workspace for plan tier (Free/Standard/Premium/Enterprise) and determine whether Custom Fields are available. We map the source modules to a Trello board structure: we recommend one Board per ]project-open[ project, with Lists representing task status categories and Labels representing ticket types and category classifications. If the customer has more than 10 active projects and wants to use the Free plan, we flag the 10-board workspace limit and propose a board consolidation strategy before migration begins.
Object mapping specification and customer decisions
We produce a written mapping specification for every object type in scope. This document records the migration decision for each entity: Board from Project, Card from Task, Card with Label from Ticket, Member from User, and the disposition for financial records (CSV export), companies (Custom Field or reference document), and custom fields (Custom Field migration or CSV). The customer reviews and approves the mapping specification, including the checklist-from-subtask conversion approach and any label-naming conventions, before we begin any data transformation.
Data transformation and schema preparation
We transform extracted data into Trello API-compatible JSON payloads. Tasks become card creation requests with parent project resolved to board_id, subtasks become checklist items on the parent card, labels are created per Board before any cards are added, and members are resolved by email against the Trello workspace. Boolean fields from ]project-open[ ('t'/'f' char values) are converted to proper boolean types. Dates are normalized to ISO 8601 UTC. For any record exceeding Trello's attachment limit, we flag and hold for customer decision. We run a dry-run import against a test Board to validate mapping fidelity before committing to the full migration.
Migration execution with API rate-limit handling
We execute the migration using Trello's REST API with exponential backoff on 429 responses, batch chunking for multi-card operations, and attachment upload queuing separate from card creation. Migration proceeds in dependency order: Board creation first, then Label creation per Board, then Members, then Cards with Checklist items, then Comments, then Card Custom Fields. Each phase emits a row-count reconciliation report showing records attempted, records succeeded, and records held for retry or customer decision.
Cutover, validation, and automation inventory handoff
We freeze ]project-open[ write access during the cutover window, run a final delta migration of any records modified during the migration window, and deliver the complete Trello workspace with all boards, lists, cards, labels, members, and comments. We deliver the Workflow and Automation Inventory document covering every active ]project-open[ workflow with its trigger, conditions, and recommended Trello Butler equivalent or process redesign note. We do not rebuild automations inside Trello; that work belongs to the customer's admin team or a Butler-specialist partner. We support a one-week post-migration window for reconciliation of any data quality issues raised during initial Trello usage.
Platform deep dives
]project-open[
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 ]project-open[ 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
]project-open[: Not applicable — no public API.
Data volume sensitivity
]project-open[ 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
Pick a category, then your source and destination platforms.
Category
FAQ
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