Migrate from Yalla to Microsoft Project

Yalla Projects map directly to Microsoft Project plan files or Project Online project records. We extract project name, description, status, start date, target end date, and owner. Yalla's project-level metadata (team associations, priority flags) becomes project custom fields in Microsoft Project. The project container structure is preserved, but Yalla's workspace-level team management does not translate to Project's project-level security model without explicit reconfiguration.

Yalla Priorities map to Microsoft Project Tasks. We extract task name, start date, due date, assignee (mapped to Project resource assignment), custom labels, completion status, and the drag-and-drop ordering preserved as a sequence index. Yalla's subtask hierarchy maps to Microsoft Project outline structure (Summary Tasks and Subtasks). Duration is calculated from start and due date unless Yalla contains explicit hour estimates, in which case those migrate as Task Work.

Yalla Funnels represent pipeline views for work stages. Microsoft Project has no native pipeline concept. We extract funnel stage names, ordering, and any stage-level custom properties and document them as a written configuration guide. The customer assigns these to Project custom fields or implements stage tracking via SharePoint lists or a separate CRM. Stage-level automation rules (auto-assign, notifications) cannot migrate and are documented for manual rebuild.

Yalla Companies are CRM records with no direct Microsoft Project equivalent. Project stores resource assignments and task associations but does not maintain a company or account object. We extract all Company records (name, domain, custom properties) into a written inventory and recommend importing them into Microsoft Dynamics 365, a SharePoint list, or an existing CRM. The company-to-contact relationship is preserved in the inventory so the customer can re-associate manually post-migration.

Yalla Contacts are CRM records that do not map to Microsoft Project. We extract all Contact records (name, email, phone, role, associated company) into a written inventory alongside the Company inventory. The customer assigns contacts to Microsoft Project resources or imports them to a separate CRM. Guest client contacts from Yalla's unlimited invite model require manual reassignment of project access in Microsoft Project.

Yalla internal team members (Users) map to Microsoft Project Resources. We extract user name, email, and team assignment. Yalla does not store resource capacity or hourly rates by default, so resource calendars and cost rates require manual configuration in Microsoft Project unless the customer provides that data during scoping. The resource assignment on each migrated Priority becomes a Resource Assignment in the destination.

Yalla client guests have view-and-create access to Priorities without being full team members. Microsoft Project does not support a guest invite model. We extract guest user names and email addresses into a written access inventory. The customer's admin manually provisions guest access via Microsoft Teams sharing or SharePoint permissions post-migration.

Yalla Custom Labels tag Priorities and other objects across the workspace. We extract every distinct label value and map them to Microsoft Project custom fields. Text labels become Text custom fields; binary flag labels become Flag custom fields; numeric labels become Number custom fields. We deliver a label-to-custom-field mapping table for customer review before the import, since Microsoft Project limits custom fields to 10 per project type.

Yalla time entries are logged against Priorities with duration, date, and user. We extract time entry data and apply it to the corresponding Task as Assignment Actual Work in Microsoft Project. If Yalla stores billable hours, we map those to a custom field (Billable Hours). Destination systems without a time-tracking module require the customer to enable resource management in Microsoft Project before actual work values display correctly.

Yalla Gantt and timeline views are derived from Priority start dates, due dates, and ordering rather than explicit dependency links. We extract the date-based scheduling data and rebuild task dependency chains in Microsoft Project using finish-to-start links inferred from the sequential ordering in Yalla's Priority list. Explicit dependency definitions (finish-to-start, start-to-start, lead/lag) are documented for manual configuration in Microsoft Project if the customer used explicit dependencies in Yalla.

Yalla Task Templates define reusable Priority structures with step sequences. We extract template definitions and their step order and deliver them as a written template specification. The customer recreates these as Microsoft Project templates (MPP files) or Project Online templates. Template-to-automation mapping is documented separately since Yalla's template logic does not have a direct automation equivalent in Microsoft Project.

File attachments linked to Priorities or Companies are extracted as downloadable blobs with their association metadata (linked Priority ID, file name, upload date). We map them to a SharePoint document library or Microsoft Teams Files channel and deliver a mapping table linking each file to its destination URL. Files that were attached to CRM records (Companies, Contacts) are included in the CRM inventory since Microsoft Project does not maintain a file-attachment model for non-task records.