Migrate from Thrive to Trello

Thrive Projects map 1:1 to Trello Boards. Each Thrive project becomes a Trello Board with the project's name, description, team assignments, and dates preserved as board metadata. Multi-project Thrive deployments create multiple Trello Boards. We recommend organizing Boards within Trello Workspaces by Thrive's project grouping or team assignment structure to preserve the original organizational hierarchy.

Thrive Tasks map to Trello Cards. Task name becomes the card title, description maps to card description, due date maps to the card Due Date field, assignee maps to card member assignment, and status maps to the card's List placement. We identify Thrive's status-to-list mapping during scoping to ensure cards land in the correct column on first migration. Custom fields on tasks map to Trello's Custom Fields Power-Up or native custom fields depending on Trello plan tier.

Thrive subtasks map to Trello checklist items within the parent Card. Checklist item text, completion status, and assignee migrate. Trello does not support nested checklists natively; any Thrive subtask that itself has subtasks is flattened to a single checklist level. Teams requiring multi-level hierarchy may adopt the Card Repeater Power-Up for template-based multi-level breakdowns.

Thrive Users map to Trello Workspace members. We match by email address and preserve display names. Role and permission assignments from Thrive map to Trello workspace roles: Admin, Normal, or Guest. Thrive's custom role definitions beyond standard user and admin require manual review and reconfiguration in Trello workspace settings post-migration.

Thrive Custom Objects require a configuration decision: they can map to Trello Cards with custom fields added individually per Board, or to a dedicated Board with card-level tracking. We inspect the Thrive custom object schema during discovery, map each custom field to the equivalent Trello Custom Field type (text, number, date, dropdown, checkbox), and apply custom field configurations to the target Board. Teams on Trello Free plan use the free Amazing Fields Power-Up for custom field support.

Integration connections (Power BI, accounting systems, POS platforms, business intelligence tools) configured in Thrive do not migrate to Trello. We document every active integration point during discovery, noting the connection type, credentials, and data flow. Each integration requires manual re-establishment post-migration. Trello's Power-Up marketplace may offer equivalents for common integrations (Power BI has no direct Trello Power-Up; teams use Trello API exports to BI tools as a replacement strategy).

Thrive's forecasting module records (revenue projections, forecast scenarios, cadence records) have no native Trello equivalent. We design a migration strategy during scoping: key forecast values (target amounts, pipeline stages, forecast dates) migrate as custom fields on the relevant Opportunity Card or as structured text in card descriptions. Trello Calendar Power-Up provides date-based forecast visualization. Teams requiring full forecasting functionality use an external BI tool or consider a parallel Thrive instance for the forecasting module.

Thrive activity logs and audit trails migrate as Trello Card comments. Each activity record (timestamp, user, action type, record affected) becomes a formatted comment on the relevant Card to preserve historical context. Activity records without a direct parent Card relationship are consolidated into a Board-level Info card or exported as a linked document for reference. Trello's comment structure does not support the full depth of Thrive's activity log schema; we preserve as much structured data as the card comment format allows.

Thrive Labels map to Trello Labels. Label name, color, and associated records migrate. We map Thrive label-to-task associations to Trello card labels using the card ID mapping from the Task-to-Card migration. Trello label scope is per-Board, so labels defined at the Thrive project level are applied as Board-level labels in Trello.

File attachments associated with Thrive tasks migrate as Trello Card attachments. We extract attachment URLs or files from Thrive export data, download each file, and attach it to the corresponding Trello Card. Image attachments in Thrive that are embedded in task descriptions are extracted and re-attached to Cards. We flag any attachment exceeding Trello's 10 MB per-file limit for customer review and alternative storage (Google Drive, Dropbox linked to the Card).

Thrive task comments map to Trello Card comments. Comment text, author (resolved to Trello workspace member), and timestamp migrate. Comment threading depth in Thrive that exceeds Trello's flat comment structure is preserved by prefixing reply depth indicators to comment text. Mentions and @-references in Thrive comments are mapped to Trello @-mentions where the user email resolves to a Trello workspace member.

Where Thrive Learning variants are in use, SCORM packages and course metadata require packaging and re-upload to the destination Learning Management System. Trello is not an LMS and cannot host SCORM content. We flag any Thrive Learning content during scoping, document the SCORM package inventory and completion records, and recommend a destination LMS (SCORM Cloud, Absorb LMS, or the customer's existing LMS). SCORM content is not imported into Trello; a separate LMS migration engagement handles this scope.