Migrate from Streamtime to Trello

Streamtime Jobs map directly to Trello Boards. Each Job's name, description, status, and start/due dates translate to the Board name, description, and optional Power-Up calendar view. Job budgets and commercial document associations are preserved as Board descriptions or as Cards in a dedicated reference List since Trello has no native financial fields. Template Jobs migrate as Boards with pre-populated List and Card structure; the customer recreates templates in Trello from migrated Boards if repeatable structure is needed.

Streamtime To-Dos within Jobs map to Trello Cards within the target Board. The To-Do name becomes the Card title, description becomes the Card description, completion status maps to Card archival or a Done List, and any linked time entries are preserved as Checklist items or as a separate Time Entries Board. Assignees resolve to Trello Board Members by email match; any assignee without a matching Trello Member account enters a reconciliation queue for the customer admin to provision.

Streamtime Companies as clients map to Trello Labels with a client-specific color and name (e.g., Label 'Acme Corp' applied to all Cards for that client). For clients with complex or multi-project relationships, we create a dedicated Board per Company and nest project Cards within it. The customer chooses the strategy during scoping based on the volume of Companies and whether client-level reporting is needed.

Streamtime Team Members assigned to Jobs and To-Dos map to Trello Board Members. We resolve by email address match. Member roles in Streamtime (Admin, Standard) have no direct Trello analog beyond Board-level Admin/Member/Observer, so we assign the nearest Trello role during migration. Inactive Streamtime team members without a Trello account are migrated as archived Members or retained in a reconciliation report.

Streamtime Time Entries log against Jobs with duration, team member, date, and notes. Trello has no native time tracking object. We create a dedicated Trello Board (or workspace for reference) where each Time Entry becomes a Card in a 'Logged Time' List with duration, date, team member, and notes stored as Card fields and Checklist items. For customers who need numeric duration for reporting, we export the Time Entry dataset as a structured CSV alongside the Trello migration for use in external time-tracking tools (Clockify, Toggl, or QuickBooks).

Streamtime Schedules allocate team member time against Jobs. We map Schedule allocations to Trello Card due dates and, where available, the Trello Calendar Power-Up (Standard tier and above) to surface allocation windows visually. Gantt-style schedule views do not exist natively in Trello; the customer may activate the Timeline Power-Up (Premium tier) for a horizontal scheduling view if that capability is required post-migration.

Streamtime Rate Cards define pricing tiers by role, item, or expense per client or project. Trello has no rate or pricing object. We create a dedicated Board with Cards representing each Rate Card, and line items (role, rate, currency) become Checklist items within each Card. The Board serves as a reference document; actual billing must continue in a dedicated accounting tool (QuickBooks, Xero, or the customer's preferred invoicing platform) post-migration.

Streamtime Quotes are commercial documents with line items, pricing, and status (Draft, Sent, Accepted). Trello has no quoting object. We create a dedicated Board where each Quote becomes a Card with line items as Checklist items, totals in the Card description, and status tracked via List (Draft, Sent, Accepted, Rejected) or Label. PDF attachments from Streamtime migrate as Card attachments. The customer continues managing quote-to-invoice workflows outside Trello.

Streamtime Invoices include line items, amounts, currency, and payment status tied to Jobs. Trello has no invoice object. We create a dedicated Board where each Invoice becomes a Card with line items as Checklist items, total amount in the Card description, and payment status tracked via List (Unpaid, Sent, Paid, Overdue) or Label. Currency and payment details migrate as structured Card fields. The customer manages invoice delivery and payment tracking in a dedicated accounting platform post-migration.

Streamtime Purchase Orders contain vendor associations, line items, and amounts. Trello has no PO object. We create a dedicated Board where each PO becomes a Card with vendor name, line items as Checklist items, and total amount in the Card description. PO status tracks via List or Label. The customer manages PO workflows outside Trello post-migration.

Streamtime file attachments linked to Jobs and commercial documents migrate as Trello Card attachments. We transfer the file URL reference and file name metadata. For large attachment sets (over 500 files per Job), we batch the migration to avoid memory issues documented in Trello API migration tooling, and we flag any attachments that exceed Trello's 10MB per-file limit for manual handling.

Streamtime Custom Fields on Jobs and other objects map to Trello Custom Fields via the Custom Fields Power-Up (available from Standard tier). We preserve field name, data type (text, number, date, dropdown), and value. Trello Custom Fields support text, number, date, dropdown, checkbox, and currency types. If the destination Trello workspace is on the Free tier, Custom Fields Power-Up is not available and we document custom field values as Card descriptions or Checklist items instead.

Streamtime Template Jobs with pre-configured To-Do structures map to Trello Boards that serve as template references. Trello has no native template board feature (Templates require the paid Trello Standard or Premium tier to create from Boards, or the customer copies a Board manually). We migrate the template structure as a Board with Lists and Cards; the customer activates Trello Templates from an existing Board if recurring project setup is required. This is a known limitation of migrating templates into Trello.