Migration guide
Export each Trello board as CSV, upload boards as projects and cards as tasks, and set up clients, rates and budgets in Pike. Budget about five weeks.
Available now
Trello stores boards, lists and cards, so the CSV route brings over projects and tasks. Clients, rates, budgets and time come from your accounting system and from Pike setup.
The CSV export does not include comments. The JSON export includes the 1,000 most recent actions on a board, comments among them, and cards in your Inbox do not export at all: move them to a board first.
Available now
Trello stores no clients or invoices. Connect the accounting system your team invoices from, and Pike imports the customer list your Trello boards were for.
Entity map
Column one uses Trello’s labels. Trello’s help centre describes no clients, rates, budgets or time entries, so those start in Pike.
Pike: Projects
Carries over: Board name.
You set in Pike: Project number, customer number, billing type, budget and rate on every row.
Template columns: projectNumber, title, customerNumber, status, billingType, budgetAmount, budgetHours, hourlyRate, leadEmail
Pike: Task status or phases
Carries over: List name on each card row.
You set in Pike: Decide per board: lists that are stages (To do, Doing, Done) map to task status, lists that are project stages map to phases.
Template columns: projectNumber, phase
Pike: Tasks
Carries over: Card name and list. Check whether your CSV includes description, members, labels, start and due dates.
You set in Pike: One assignee per row, matched by email.
Template columns: title, projectNumber, description, status, phase, assigneeEmail, startDate, dueDate
Pike: Project or task fields
Carries over: Checkbox, Date, Dropdown, Number and Text values, in both CSV and JSON exports.
You set in Pike: Map a Dropdown that names the client to `customerNumber`, and a Number field your team used for estimates to `budgetHours` on the project.
Template columns: customerNumber, budgetHours
Pike: Members
Carries over: Members listed in the Workspace export. Check whether it includes email addresses.
You set in Pike: Email, workspace role, team and cost profile.
Template columns: email, displayName, team, position
Pike: Not imported
Carries over: Comments export in JSON, up to the 1,000 most recent actions per board, or in full in the Workspace export.
You set in Pike: Keep the JSON files in the archive folder.
Pike: Customers and invoice history
Carries over: Pike imports both from your accounting system.
You set in Pike: Nothing. Connect the ledger.
Trello stores no bill rates, cost rates or budgets. Set `billingType`, `hourlyRate` and `budgetAmount` on each board’s project row from your quotes or ledger.
If your team tracked estimates in a Number Custom Field, sum them per board and use the total as `budgetHours`.
An admin sets cost profiles for every member before the pilot, so project margin shows from the first week of time in Pike.
The plan
The same steps as the main migration guide, with this tool's screens and settings.
Week 1
Migration owner
Week 1 · Migration owner
Trello exports are a snapshot of each board. Note the date: cards changed after it need updating by hand.
Done when: One CSV and one JSON per client board in a dated folder, plus the Workspace export.
Week 1 to 2
Operations lead
Week 1 to 2 · Operations lead
Most of the work is adding what Trello does not store: client, billing type, budget and rate per board.
Done when: Every board has a project row with a customer number, billing type and budget. Every card row has a project number.
Week 2
Workspace admin
Week 2 · Workspace admin
Connect the ledger first, so the customer numbers in your projects file match the customers Pike imports.
Done when: Finance sees the ledger’s customers in Pike. Every billable person has a cost profile.
Week 2
Workspace admin
Week 2 · Workspace admin
Projects, phases, members, then tasks. Pike reports a row it cannot match with its line number.
Done when: Project and open task counts match Trello.
Week 3 to 4
Delivery lead, finance
Week 3 to 4 · Delivery lead, finance
CSV has no ongoing sync. The pilot team moves its boards’ work to Pike and logs time there, and other teams work in Trello until cutover.
Done when: One invoice sent from Pike from time logged in Pike. No pilot card edits in Trello after the start date.
Week 4 to 5
Migration owner
Week 4 to 5 · Migration owner
Close Trello boards on Friday evening and upload the cards changed since your first export.
Done when: Every team works in Pike on Monday. No Trello card changes after Friday.
Week 5 to 8
Finance
Week 5 to 8 · Finance
Done when finance closes a month from time logged in Pike.
Done when: Month closed in Pike. Final Trello export saved with two owners. Trello plan cancelled.
Rebuild
Questions
CSV export is for boards in Premium Workspaces. On other plans, export JSON from the same menu and convert it to CSV, or move the board into a Premium Workspace first.
The board CSV export leaves out archived cards. Add `.csv` to the end of the board URL and press Enter to download open and archived cards in one file.
No. The CSV export does not include comments. Keep the JSON export, which includes the 1,000 most recent actions per board, or the Workspace export for full history.
Trello’s help centre describes no time tracking, so there is no time file to upload. The pilot team starts logging time in Pike from day one.
The Workspace becomes free at the end of the billing period. Trello closes every board outside the 10 most active without deleting it, and boards are view-only until collaborators drop below 10. Data from paid features is hidden, not deleted.
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