Migrate from WiseTeam to Trello

Each WiseTeam Project maps to a Trello Board. The Project name becomes the Board title, and the Project description becomes the Board description field. Custom fields on the WiseTeam Project (such as client name, project type, or budget) migrate to Trello Board-level Custom Fields where available, or are noted as items to configure post-migration. We preserve the Project start and end dates in the Board description as a reference for the customer's admin.

WiseTeam Tasks map to Trello Cards. The Task title becomes the Card name, the description maps to the Card description (markdown supported), and the Task status (Active, Completed, On Hold) maps to which List the Card lives in. We coordinate with the customer during scoping to define which WiseTeam task statuses correspond to which Trello Lists (e.g., To Do, In Progress, Done). Due dates migrate to Card due dates. Attachments on WiseTeam Tasks migrate as Trello Card attachments.

WiseTeam task stage values map to Trello Lists. We extract the distinct task status values from the WiseTeam export and map them to a default List set (To Do, In Progress, Review, Done) unless the customer provides a custom List structure. Lists are created in the target Board before Card migration begins to ensure Cards land in the correct column on first insert.

WiseTeam Client records (company name, contact details, lifecycle stage) have no native Trello equivalent. We extract all Clients and map them to Trello Custom Fields of type Dropdown or Text at the Board level. If the customer runs a client-facing project workflow, we create a 'Client' Custom Field dropdown on each Board and set it on Cards that belong to that client. The original Client lifecycle stage is preserved in a text Custom Field. Customer admin may choose to maintain a separate client spreadsheet or CRM tool post-migration.

WiseTeam Opportunities (stage, value, close date) have no native Trello equivalent. We map Opportunity stage to a 'Opportunity Stage' Custom Field (Dropdown), Opportunity value to a 'Opportunity Value' Custom Field (Number), and close date to a 'Close Date' Custom Field (Date). These are Board-level Custom Fields applied to relevant Cards. The Opportunity name is stored in the Card description for reference. This is a best-effort representation; Trello does not have a native pipeline or deal management view.

WiseTeam Time Entries (hours, date, description) have no native Trello equivalent. We offer two migration strategies during scoping. Strategy A: create a 'Estimated Hours' or 'Logged Hours' Custom Field (Number) on Cards and populate with the sum of hours per Task. Strategy B: add a 'Time Log' checklist to each Card with items in the format 'Date: HH:MM - description'. Strategy A preserves numeric reporting capability; Strategy B preserves the detail of individual time entries. The customer selects the strategy before migration begins.

WiseTeam Invoices (line items, amounts, status) have no Trello equivalent. Trello is not a billing tool. We do not migrate Invoices. We deliver a written inventory of all WiseTeam Invoices with fields (invoice number, client name, amount, date, status, line items) as a CSV. The customer imports this CSV into a separate invoicing tool (Wave, FreshBooks, QuickBooks, Zoho Invoice) post-migration. We flag any Invoices with Outstanding or Overdue status for priority handling.

WiseTeam Users and Task Assignees map to Trello Board Members and Card Members. We extract all WiseTeam users by email, match against the customer's Trello workspace members (by email invite), and create a user mapping table. Cards are assigned by matching the WiseTeam task assignee email to the Trello Member. Users without a matching Trello workspace account go to a reconciliation queue for the customer to provision before Card migration begins.

WiseTeam calendar events (title, date, attendee) integrate from Outlook, iCal, and Gmail. We extract events that are linked to WiseTeam Projects or Tasks and map them to Cards with the event title as Card name and the event date as Card due date. Events that have no linked Task are created as standalone Cards in a 'Meetings' List. Attendee information is noted in the Card description since Trello does not have a native attendee field.

WiseTeam custom fields on Projects and Tasks map to Trello Custom Fields. Trello supports five Custom Field types: Checkbox, Date, Dropdown, Number, and Text. We evaluate each WiseTeam custom field type during scoping and map to the closest Trello equivalent. Text fields map to Trello Text; date fields map to Date; numeric fields map to Number; boolean fields map to Checkbox; picklist or multi-select fields map to Dropdown. Trello Custom Field names are capped at 25 characters, which we flag if any WiseTeam custom field name exceeds that limit.

WiseTeam file attachments on Tasks and Projects migrate as Trello Card attachments. We extract the file binary and upload via the Trello API attachment endpoint. We flag any attachment exceeding Trello's 10 MB per-file limit (Power-Up limit may vary) and compress or split as needed. Attachment metadata (original filename, upload date, uploader) is preserved in the Card description as a fallback if the attachment binary does not transfer cleanly.

WiseTeam ships industry-specific workflow templates for legal, architecture, real estate, and engineering firms. These workflow definitions are not confirmed to be exportable via API or standard data export. We do not migrate them. We deliver a written inventory of every WiseTeam workflow or stage configuration discovered during scoping, with a description of what it does and a recommended Trello Automation or Butler rule to approximate the same behavior. The customer's admin rebuilds these in Trello after cutover.