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Security & access: what changes when you switch

Security, offline and access rules that differ between ClickUp and Monday.com. Rows where both tools are the same (9) are left out; the full side-by-side is on each tool’s page: ClickUp, Monday.com.

What changesClickUp (today)Monday.com (after)
Other certificationsISO/IEC 27017, ISO/IEC 27018, ISO/IEC 27701, ISO/IEC 42001, SOC 1 Type 2, SOC 3sourceISO/IEC 27017, ISO/IEC 27018, ISO/IEC 27032, ISO/IEC 27701, CSA STAR, TX-RAMP, SOC 1 Type II, SOC 3source
Two-factor authenticationYesEnforcement: BusinesssourceYesEnforcement: All planssource
Data residency choicesUS, EU, Australia, SingaporeEnterprisesourceUS, EU, Australiasource
EncryptionAES-256 at rest; TLS 1.2 in transitsourceAES-256 at rest; TLS 1.3 (minimum TLS 1.2) in transitsource
Self-hosting optionNot publishedCloud onlysource
Desktop appsWindows, macOS, LinuxsourceWindows, macOSsource
Offline limitsAvailable on all plans; existing tasks and notes can't be edited offline, subtasks can't be created, and reminders can't be created offline in the mobile appAll planssourceMobile apps only; about 70% of board actions, with fewer supported on iOS than Androidsource
IP allowlistingYesEnterprise (early version; request access via account manager)sourceYesEnterprisesource
Device & session controlsYesEnterpriseSession duration and idle timeout limits that apply to every account with access to the Workspace.sourceYesSession duration (automatic log-out), a Panic Button that locks down the account, and tenant-level restrictions on which monday.com accounts can be reached from your network.source
Editorial assessment

Before you cut over

  • Set up single sign-on in Monday.com on Enterprise before you invite the team, so accounts are created through your identity provider rather than by hand.

Checked September 19, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site; it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

PROJECT MANAGEMENT · MIGRATION GUIDE

Switching from ClickUp to Monday.com

ClickUp to monday.com is the harder direction of this pair: monday.com doesn’t offer a comparable native ClickUp importer, so this migration relies on CSV exports and manual rebuilding.

Quick verdict: Worth considering for teams that want monday.com’s simpler, more visual interface and are willing to trade some of ClickUp’s depth for it, but budget real time for CSV cleanup and rebuilding automations by hand.

Why teams switch from ClickUp to Monday.com

A simpler, more visual interface for less technical teams

Teams that found ClickUp’s depth of options overwhelming often prefer monday.com’s more guided, color-coded board experience.

Stronger cross-functional templates

monday.com’s marketplace of industry-specific templates can be a faster starting point for non-technical departments like HR or marketing.

Consolidating with monday.com’s broader work-OS suite

Companies also using monday CRM or monday Dev may prefer keeping project tracking inside the same monday.com ecosystem for cross-product reporting.

Estimate · your inputs

Switching Cost & Friction Estimator

Estimate the real hidden cost of moving from ClickUp to Monday.com, not just the subscription price.

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Estimated migration time
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Data friction rating
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Total hidden switching cost
Data mapping & cleaning labor—
Migration / cleaning tooling fees—
Team retraining overhead—
Switching friction buffer (10%)—
Assumes a blended $45/hr internal labor rate with no native importer available, so sequences/records are rebuilt largely by hand. Adjust the sliders to match your team.

How to migrate your data

Without a native importer, this migration runs through CSV exports and manual reconstruction of anything beyond flat task lists.

StepWhat happens
1Export ClickUp lists to CSV/ExcelExport each ClickUp Space or List to CSV, since there’s no native ClickUp-to-monday.com import tool.
2Clean and reformat the CSVsAdjust column headers and data formatting so the CSVs match monday.com’s expected import structure, since field types don’t map automatically between the two tools.
3Import CSVs into new monday.com boardsUse monday.com’s CSV import feature to create boards from the cleaned files, then review the results for formatting issues.
4Rebuild custom fields and automationsManually recreate ClickUp’s custom fields, automations, and dashboard widgets as their monday.com equivalents, since none of this comes through in a CSV export.
5Reapply permissions and guest accessSet up team, board, and guest permissions in monday.com to match who had access to what in ClickUp.
6Run a parallel period before retiring ClickUpKeep ClickUp active for at least one full cycle while the team validates the new monday.com boards before fully cutting over.
What Monday.com’s importer doesn’t handle: There is no native ClickUp-to-monday.com importer; expect to manually clean and reformat CSV exports, and to fully rebuild custom fields, automations, and dashboards by hand.

Pricing during the transition

Here’s how ClickUp and Monday.com plans stack up as of September 2026, from free tier to the mid-market plan most switching teams land on.

PlanClickUpMonday.com
Free planFree Forever: $0 — unlimited tasks, 60MB storageFree: $0 — up to 2 seats, 3 boards
Entry paid tierUnlimited: $7/user/month billed yearly ($10 billed monthly)Basic: $9/seat/month billed annually (3-seat minimum)
Mid tierBusiness: $12/user/month billed yearly ($19 billed monthly), adds advanced automations and dashboardsStandard: $12/seat/month billed annually, adds automations and timeline views

monday.com’s Basic and Standard tiers cost more per seat than ClickUp’s comparable plans, so a switch here is rarely about saving money; it’s about interface preference or ecosystem fit.

Feature-parity checklist

monday.com trades some of ClickUp’s customization depth for a more approachable, visually guided experience.

FeatureClickUpMonday.com equivalent
Custom fields & viewsBroader set of field types and views, including whiteboards and mind mapsSolid set of column types and views
Automation depthMore automation triggers/actions, higher caps on paid tiersVisual automation builder, capped actions per tier
Native importer coverageDedicated native Monday.com importer available (reverse direction)No equivalent native ClickUp importer
Docs/whiteboard built-inDocs and whiteboards both built inDocs available, no native whiteboard
Pricing per seatGenerally lower per-seat cost at comparable tiersGenerally higher per-seat cost at comparable tiers

Frequently Asked Questions

Is there any native way to import ClickUp data into monday.com?

No, monday.com does not offer a dedicated ClickUp importer; the standard path is exporting ClickUp lists to CSV and importing those into new monday.com boards.

Will CSV import preserve our ClickUp custom fields?

Only basic field types transfer reasonably well through CSV; more complex custom fields (formulas, relationships between tasks) need to be manually rebuilt in monday.com.

What happens to our ClickUp automations?

They don’t transfer at all; every automation needs to be manually recreated using monday.com’s automation builder after the data import.

Can a migration service help with this instead of doing it manually?

Yes, several third-party project-management migration services specialize in ClickUp-to-monday.com transfers and can handle field mapping and automation rebuilding for a fee.

How long should we budget for this migration?

For a mid-size team, plan on two to four weeks: CSV cleanup and import, manual field and automation rebuilding, permission setup, and a parallel validation period before retiring ClickUp.

Sources

Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

Cite this page: HelpCompare, “Switching from ClickUp to Monday.com: A Step-by-Step Migration Guide”, helpcompare.com/clickup-to-monday-migration/ (updated ).

Source links on this site are checked every month; last check . How sources are checked.

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About the author

Bill Belcamino

Founder and author, HelpCompare

Engineer by training, operator by experience, marketer by choice. Bill spent eight and a half years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

“I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 16, 2026. No paid sponsorships, no affiliate commissions.