Migrate from Yalla to Asana

Yalla Projects map directly to Asana Projects. Project name, description, start date, due date, status, and team member assignments migrate as Project metadata. We use the Yalla project_id as a reference field in a custom text field yalla_project_id__c on the Asana Project for audit and reconciliation.

Yalla Priorities are the task-level records and map to Asana Tasks. Title, description (rich text), start date, due date, assignee (resolved via User email lookup), completion status, and custom labels migrate. Yalla's drag-and-drop ordering is reconstructed by setting a custom numeric field sort_order__c on each Task if the customer needs priority sequence preserved.

Yalla's built-in CRM Companies do not map to a native Asana standard object because Asana does not include a CRM module. We either create a custom Company object in Asana (available on Business tier) with custom fields for address, domain, and contact count, or map Companies to a Project-level Section if the customer prefers a lightweight structure. The mapping decision is made during scoping based on the destination Asana plan.

Yalla Contacts map to Asana Members if the destination org is set up with member profiles, or to a custom Contact object on Business tier. Name, email, phone, company association (via Yalla's company_id linking to the Company object), and custom properties migrate. Guest users from Yalla are migrated as Asana Guests with explicit project-level permission mapping.

Yalla Funnels represent pipeline views with named stages and stage-level ordering. We create an Asana Project per Funnel and add a custom single-select field called Pipeline__c with the Funnel's stage names as options. Funnel stage positions are preserved as the option ordering in the custom field picklist. Any Funnel-level automation rules are flagged for manual rebuild in Asana Rules.

Each Yalla Pipeline Stage maps to an option in the Pipeline__c custom field on the destination Project. Stage names and ordering migrate; stage-level probability or revenue values are stored as additional numeric custom fields stage_probability__c and stage_value__c on the Task record if available in the source data.

Yalla internal team members map to Asana Users resolved by email address. We extract all User records with name, email, and role. If a Yalla User has been deactivated but still owns records, we migrate them as inactive Asana Users to preserve ownership chains. User provisioning in Asana is validated against the destination organization's active user list before migration begins.

Yalla client guest records migrate as Asana Guest members with their email and display name. Guest permission levels (view-only vs. can-create) are mapped to Asana's guest role scoping. We flag any guest who has active Priority assignments so that the customer's admin can set the correct guest permissions per project during migration review.

Yalla Custom Labels tag Priorities across Projects and Funnels. We extract all unique label values and recreate them as Asana Tags. Tags are applied to Tasks via the Tag API during migration. If a label name exceeds Asana's 255-character tag name limit, we truncate and append a hash for uniqueness. The customer reviews the label-to-tag mapping before final import.

Yalla time entries log duration, date, user, and the linked Priority. On Asana Business tier, time entries migrate as time tracking data linked to the corresponding Task. On Asana Premium or lower tiers, we store duration and date as custom fields time_entry_hours__c (number) and time_entry_date__c (date) on the Task so historical time data is preserved without requiring an upgrade.

Yalla built-in chat messages and mentions are ephemeral communication records that are not reliably exportable from the available data layer. They do not migrate. We flag this as a manual step and recommend teams screenshot or export chat history manually before migration cutover if project context is needed for historical reference.

File attachments linked to Priorities or Companies migrate as downloadable files attached to the corresponding Asana Task or Project. We map the file name, original uploader, upload date, and the binary blob. Files exceeding Asana's 100MB attachment size limit are flagged for manual download and re-upload by the customer's team. We do not migrate files stored in Yalla's internal storage system that exceed this threshold.

Yalla Gantt and Timeline views are derived from Priority start dates, due dates, and dependency relationships. We migrate the underlying scheduling data (start date, due date, predecessor relationships if present in the export) and Asana reconstructs the Timeline view from those fields on Business tier. If the customer requires a Gantt view, Asana Business tier includes Timeline as a built-in feature.

Yalla Task Templates define reusable Priority structures with step sequences. We extract template definitions including task names, descriptions, default assignees, and step ordering. These are recreated as Asana Project Templates (or as checklist templates within a template project) during post-migration setup. Template-level automation rules do not migrate and are listed in the automation inventory document.