Migrate from Yalla to Trello

Yalla Projects map to Trello Boards. Each Yalla Project becomes a named Board in Trello, with the project description preserved in the Board description. If the customer uses multiple Yalla Teams, we discuss whether to create separate Trello Workspaces per team or consolidate under one Workspace with Board-level access controls. Board creation order is determined during scoping based on team structure.

Yalla Priorities map to Trello Cards. We preserve title, description, start date, due date, assignee (member), custom labels (as Trello Labels), and completion status. The drag-and-drop ordering from Yalla is not migratable as a positional value; Cards are created in Yalla creation order and can be manually re-sequenced in Trello after migration.

When a Yalla Project contains distinct workstreams or team assignments that function as sub-projects, we evaluate splitting into multiple Trello Lists within the Board rather than multiple Boards. This is reviewed with the customer during scoping because Trello Lists are more suitable for stage-based work (To Do, In Progress, Done) than Yalla's project hierarchy.

Yalla Funnels represent pipeline views with named stages. Each Funnel maps to a Trello Board where the funnel stages become Lists in order. The Funnel name becomes the Board name; Funnel stage names become List names. Stage-level automation rules in Yalla (auto-assign, auto-priority) are flagged in the automation inventory and are not migrated; Trello Butler rules can recreate some stage-triggered logic if the customer licenses Premium.

Yalla Companies have no native Trello equivalent. During scoping, the customer chooses a strategy: (a) store Company name as a Card Custom Field of type Text, (b) include Company name in the Card description header, or (c) maintain Companies externally in a separate tool. We support options (a) and (b) natively and document option (c) as a parallel workflow recommendation.

Yalla Contacts (stored alongside Companies in the CRM module) map to Card Custom Fields or description sections. We preserve contact name, email, phone, and role if stored as custom properties in Yalla. If the customer uses the 'client guest invite' model, we separate internal team Members (mapped to Trello Board Members) from external Clients (mapped to Card assignee or custom fields) with access-level notes for the admin.

Yalla internal Users with email addresses map to Trello Board Members by email match. We resolve every distinct user referenced on Priorities and set their Trello membership on the relevant Board. Users without a Trello account are held in a reconciliation queue for the admin to provision or invite before migration.

Yalla Guest users (unlimited client invites) require separate access-level mapping. If the guest should have ongoing board access, we invite them as a Trello Board Member. If they only need to track specific card progress, we assign them as a Card Assignee rather than a Board Member. The customer's admin determines guest access scope during scoping.

Yalla Custom Labels applied to Priorities migrate to Trello Labels on Cards. We extract all unique label values across the Yalla export, create matching Label entries in each Trello Board, and apply them to the corresponding Cards. Label color assignment is either preserved from Yalla if color data is available or assigned by FlitStack AI using a standard palette for readability.

Yalla time entries logged against Priorities (with duration, date, and user) migrate as Card Custom Fields. We create a Number-type custom field on each relevant Board and populate it with the total logged time in hours or minutes per Card. Destination systems without a native time-tracking module require this custom field approach; customers on Trello Premium may alternatively use a time-tracking Power-Up to replace the native entry experience.

File attachments linked to Yalla Priorities are migrated as Trello Card Attachments via the Trello API. We extract the file binary and association metadata (file name, original upload date, linked Priority ID) and upload to the corresponding Card. Files with no valid linked Card are archived in a customer-specified location for manual review.

Yalla Gantt and timeline views are derived from Priority start and due dates rather than standalone records. We migrate the underlying date data into Trello Card start and due date fields, which Trello Premium renders as timeline and calendar views. The visual Gantt layout itself is not migratable as a visual artifact; the customer rebuilds the timeline view in Trello Premium using the preserved dates.

Yalla Task Templates define reusable Priority structures with step sequences. Trello does not have a native template-card feature in the free plan; Trello Standard and Premium support template cards via copy-and-paste and Power-Up-based templating. We document the full template structure (steps, field values, assignee patterns) in a written template inventory so the customer's admin can recreate them in Trello using Butler or a Power-Up of their choice.

Yalla Pipeline Stages within a Funnel map to Trello Lists within the mapped Board. We preserve the stage name and position order. Stage-level completion probability and stage-level automation rules are flagged for manual configuration in Trello Butler or a Power-Up because they are not natively migratable.