Migrate your Yalla data

Projects are the top-level container in Yalla, holding Priorities, team members, and funnel associations. We migrate Projects with their metadata, dates, and status intact.

Priorities are Yalla's task equivalent, supporting start/due dates, assignees, custom labels, and completion status. We map them to Tasks in destination systems and preserve the drag-and-drop ordering.

Yalla includes a built-in CRM module for Companies. We migrate Company records with contact associations and any custom properties attached to them.

Contacts are stored alongside Companies in Yalla's CRM. We preserve the contact-to-company relationship and any custom fields during migration.

Funnels represent Yalla's pipeline view and drive how work moves through stages. Funnel definitions (stages, names, ordering) require explicit mapping because destination CRMs represent pipeline stages differently.

Pipeline Stages belong to Funnels and hold deal/status progression logic. We migrate stage names and positions but flag any stage-level automation rules for manual reconfiguration.

Internal team members are Users in Yalla with role-based access. We migrate User records including name, email, and team assignment. Guest users are migrated separately.

Yalla supports unlimited client invites as guests who can view and create Priorities. Guest records require separate access-level mapping as they have different permission constraints than internal Users.

Custom Labels tag Priorities and other objects. We extract all label values and reapply them as tags or custom fields in the destination system, depending on what the target supports.

Time entries are logged against Priorities. We preserve the duration, date, and user association. Destination systems may require a time-tracking module to retain these natively.

Yalla's built-in chat stores team messages and mentions. These are ephemeral communication records that are not reliably exportable via the available data layer and are not migrated.

File attachments linked to Priorities or Companies are migrated as downloadable blobs. We map file names and association metadata alongside the binary data.

Timeline and Gantt views are derived from Priority dates and dependencies rather than standalone records. We migrate the underlying scheduling data and rebuild the Gantt representation in the destination where supported.

Templates define reusable Priority structures. We migrate template definitions and their step sequences so they can be recreated as template or automation rules in the destination.