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Security & access: what changes when you switch

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

What changesMonday.com (today)ClickUp (after)
Other certificationsISO/IEC 27017, ISO/IEC 27018, ISO/IEC 27032, ISO/IEC 27701, CSA STAR, TX-RAMP, SOC 1 Type II, SOC 3sourceISO/IEC 27017, ISO/IEC 27018, ISO/IEC 27701, ISO/IEC 42001, SOC 1 Type 2, SOC 3source
Two-factor authenticationYesEnforcement: All planssourceYesEnforcement: Businesssource
Data residency choicesUS, EU, AustraliasourceUS, EU, Australia, SingaporeEnterprisesource
EncryptionAES-256 at rest; TLS 1.3 (minimum TLS 1.2) in transitsourceAES-256 at rest; TLS 1.2 in transitsource
Self-hosting optionCloud onlysourceNot published
Desktop appsWindows, macOSsourceWindows, macOS, Linuxsource
Offline limitsMobile apps only; about 70% of board actions, with fewer supported on iOS than AndroidsourceAvailable 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 planssource
IP allowlistingYesEnterprisesourceYesEnterprise (early version; request access via account manager)source
Device & session controlsYesSession 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.sourceYesEnterpriseSession duration and idle timeout limits that apply to every account with access to the Workspace.source
Editorial assessment

Before you cut over

  • Set up single sign-on in ClickUp 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 Monday.com to ClickUp

Monday.com to ClickUp is one of the smoother project-management migrations available, since ClickUp maintains a dedicated native importer specifically built for Monday.com boards.

Quick verdict: A good option for teams that have outgrown monday.com’s views and automation limits and want ClickUp’s broader feature set, since the native importer handles the bulk of the heavy lifting on core items.

Why teams switch from Monday.com to ClickUp

Deeper customization at a comparable price

ClickUp offers more granular custom fields, views, and automation options at similar price points to monday.com’s mid-tier plans.

A dedicated native Monday.com importer

ClickUp built and maintains a specific importer for monday.com boards, pulling over items, groups, and basic fields without a manual CSV round-trip.

More views bundled at lower tiers

ClickUp includes Gantt charts, mind maps, and whiteboards at tiers where monday.com would require a higher-priced plan for equivalent views.

Estimate · your inputs

Switching Cost & Friction Estimator

Estimate the real hidden cost of moving from Monday.com to ClickUp, 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, using ClickUp’s native importer. Adjust the sliders to match your team.

How to migrate your data

ClickUp’s native Monday.com importer covers the bulk of the transfer, but automations, dashboards, and views need manual rebuilding.

StepWhat happens
1Run ClickUp’s native Monday.com importerConnect your monday.com account through ClickUp’s dedicated importer to pull in boards, groups, and items in bulk.
2Map boards to Spaces and ListsReview how monday.com boards and groups mapped onto ClickUp’s Spaces, Folders, and Lists, adjusting the structure where the automatic mapping doesn’t fit your workflow.
3Verify custom fields and item dataCheck that custom column types (status, people, dates, formulas) converted correctly, since some column types need manual field recreation.
4Rebuild automations and dashboardsManually recreate monday.com automations and dashboard widgets in ClickUp, since the importer moves core items but not workflow automation logic.
5Reapply permissions and guest accessSet up workspace, space, and guest permissions in ClickUp to match who had access to what in monday.com.
6Run both tools in parallel for one cycleKeep monday.com active for at least one full sprint or reporting cycle while your team validates the ClickUp workspace before fully cutting over.
What ClickUp’s importer doesn’t handle: ClickUp’s importer brings over items and basic fields reliably, but custom automations, dashboards, and saved views are not part of the import and have to be manually rebuilt.

Pricing during the transition

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

PlanMonday.comClickUp
Free planFree: $0 — up to 2 seats, 3 boardsFree Forever: $0 — unlimited tasks, 60MB storage
Entry paid tierBasic: $9/seat/month billed annually (3-seat minimum)Unlimited: $7/user/month billed yearly ($10 billed monthly)
Mid tierStandard: $12/seat/month billed annually, adds automations and timeline viewsBusiness: $12/user/month billed yearly ($19 billed monthly), adds advanced automations and dashboards

ClickUp’s paid tiers are generally priced lower than monday.com’s equivalent tiers, but monday.com’s Free plan allows more users (2 seats) with fewer core limits than some competitors.

Feature-parity checklist

ClickUp generally offers deeper customization; monday.com leans toward a more polished, less overwhelming out-of-the-box experience.

FeatureMonday.comClickUp equivalent
Custom fields & viewsSolid set of column types and viewsBroader set of field types and views, including whiteboards and mind maps
Automation depthVisual automation builder, capped actions per tierMore automation triggers/actions, higher caps on paid tiers
Native importer coverageNo equivalent native ClickUp importerDedicated native Monday.com importer available
Docs/whiteboard built-inDocs available, no native whiteboardDocs and whiteboards both built in
Pricing per seatGenerally higher per-seat cost at comparable tiersGenerally lower per-seat cost at comparable tiers

Frequently Asked Questions

Does ClickUp’s importer bring over our monday.com automations?

No, the importer focuses on items, groups, and basic field data; automations and dashboard widgets need to be manually recreated in ClickUp after the import.

Will our column types convert correctly?

Most standard column types (status, date, people, text) convert well, but formula columns and some custom column types may need manual field recreation or adjustment.

Can we import multiple monday.com boards at once?

Yes, the importer is designed to handle bulk board imports, though for very large accounts it’s often easier to import department-by-department and validate as you go.

What about our monday.com dashboards?

Dashboards need to be rebuilt from scratch in ClickUp, since dashboard configurations aren’t part of what the native importer transfers.

How long does a mid-size team migration usually take?

For a team with a few dozen boards, expect the import itself to take a few hours, followed by one to two weeks of validation, automation rebuilding, and team retraining before full cutover.

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 Monday.com to ClickUp: A Step-by-Step Migration Guide”, helpcompare.com/monday-to-clickup-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.