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PROJECT MANAGEMENT · MIGRATION GUIDE

Switching from Trello to ClickUp

ClickUp has a native Trello importer (Workspace Settings → Import/Export → Trello) that pulls boards, lists, cards and attachments directly, and maps members by matching email addresses.

Bill Belcamino
Bottom line up frontby Bill Belcamino, founder of HelpCompare
Editorial assessment

Bottom line up front: How smooth is a move from Trello to ClickUp?

Smoother than most: ClickUp's native Trello importer connects to your Trello account and brings over boards, lists, cards and attachments, matching members by email address.

That email match is the step to prepare for. Anyone whose Trello login uses a personal address, or who has left the company, won't map cleanly, so tidy your Trello members and invite people to ClickUp on their work emails before you import, or their cards arrive with no owner. Rebuild statuses on purpose rather than copying every ad hoc list the boards collected over the years, because a sprawling status list makes every dashboard and automation you build next unreliable. Budget the ongoing cost as well: seats go from $5 to $7 a month on annual billing, and the AI Trello bundled becomes a Brain AI add-on from $9/seat/mo.

My read of the verified data on this page, checked against vendor sources on September 23, 2026. Disagree or spot an error? Tell Bill

Estimate · your inputs

Switching Cost & Friction Estimator

Most buyers only budget for the new subscription. This estimates the hidden labor, data-cleanup, and retraining cost of actually making the switch.

25,000
10

Estimate assumes: 1 hour of data-mapping/cleaning labor per 2,000 records, a blended $75/hr ops rate, tiered migration & cleaning tooling fees, and 4 hours of retraining per seat at a $45/hr fully-loaded rate.

Estimated Migration Time —
Data Friction Rating —
Total Hidden Switching Cost $0

    Why teams move from Trello to ClickUp

    All-in-one platform

    Docs, chat, time tracking and dashboards included.

    Native Gantt charts

    Included on the Unlimited plan.

    Native Trello importer

    Boards, lists, cards and attachments transfer automatically.

    How the migration actually works

    ClickUp’s AI features cost extra beyond the base seat price, unlike Trello’s AI which is bundled into Standard.

    StepWhat you do
    1Export your dataExport tasks, boards or issues from the old tool — CSV export or a native importer, if one exists, both start here.
    2Create your ClickUp WorkspaceCreate your ClickUp Workspace, then use Settings → Import/Export → Trello to connect your Trello account directly.
    3Confirm the import and rebuild statusesCheck that lists, cards and attachments mapped correctly, then rebuild any automations, custom fields and dashboards Trello did not have.
    4Rebuild automations and custom fieldsRecreate any automation rules, custom fields or statuses the import did not carry over.
    5Invite your teamAdd team members and set permissions; confirm everyone can see the projects they need.
    6Run one full project before cancellingKeep both tools live until a full project cycle runs cleanly in the new one, then cancel the old plan.

    What this path doesn’t do for you:

    Trello’s simplicity and included AI have no cost equivalent in ClickUp — its AI is a separate paid add-on, and the extra features mean more setup, not less.

    Pricing side by side

    PlanTrelloClickUp
    Pricing basisPer user, no capPer seat, no cap
    Entry priceStandard $5/user/mo (annual)Unlimited $7/seat/mo (annual)
    Free plan10 collaborators/WorkspaceUnlimited members, 60MB storage
    Gantt chartsNot nativeIncluded
    Time trackingNot includedIncluded

    Standard list prices checked on each vendor’s pricing page on September 23, 2026.

    Feature parity check

    CapabilityTrelloClickUp
    Import toolN/ANative Trello importer
    Gantt chartsNot nativeIncluded
    Price$5/user/mo$7/seat/mo
    AIIncludedAdd-on from $9/seat/mo

    Going the other direction, or want the full comparison first?

    Read the ClickUp vs Trello comparison Switching from ClickUp to Trello instead?
    Verified data

    Security & access: what changes when you switch

    Security, offline and access rules that differ between Trello and ClickUp. Rows where both tools are the same (4) are left out; the full side-by-side is on each tool’s page: Trello, ClickUp.

    What changesTrello (today)ClickUp (after)
    Other certificationsISO/IEC 27018, CSA STAR, TISAXsourceISO/IEC 27017, ISO/IEC 27018, ISO/IEC 27701, ISO/IEC 42001, SOC 1 Type 2, SOC 3source
    HIPAA (BAA)Not publishedBAA availableEnterprisesource
    Single sign-on (SAML/OIDC)YesAny plan with Atlassian Guard Standard (add-on); included in EnterprisesourceYesEnterprisesource
    SCIM user provisioningYesAny plan with Atlassian Guard Standard (add-on); included in EnterprisesourceYesEnterprisesource
    Two-factor authenticationYesEnforcement: All plans (managed accounts)sourceYesEnforcement: Businesssource
    Admin audit logYesAny plan with Atlassian Guard Standard (add-on); included in EnterprisesourceYesEnterprisesource
    Data residency choicesNot publishedUS, EU, Australia, SingaporeEnterprisesource
    EncryptionAES-256 full-disk encryption at rest; TLS 1.2+ in transitsourceAES-256 at rest; TLS 1.2 in transitsource
    Self-hosting optionCloud onlysourceNot published
    Offline modeWorks offlineThe iOS and Android apps let you create and edit boards, lists and cards offline and sync automatically on reconnect; the web and desktop apps need an internet connection.sourcePartialOn web, desktop and mobile you can create new tasks (and reminders, except on mobile) and view previously opened tasks and notes offline, but cannot edit existing tasks or notes; new items sync on reconnect.source
    Desktop appsWindows, macOSsourceWindows, macOS, Linuxsource
    Offline limitsMobile apps only; the desktop apps and web need an active connectionsourceAvailable 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 allowlistingNot publishedYesEnterprise (early version; request access via account manager)source
    Device & session controlsYesFreeBuilt-in mobile device management (MDM) support for the iOS and Android apps, listed on every plan.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

    Frequently Asked Questions

    Does ClickUp import my Trello boards automatically?

    Yes — its native Trello importer pulls boards, lists, cards and attachments, and maps members by email.

    Will it cost more?

    Yes, $2 a seat a month more, though you gain docs, time tracking, Gantt charts and dashboards.

    Do I need to pay extra for AI?

    Yes, ClickUp’s Brain AI is a separate add-on starting at $9/seat/mo; Trello includes AI in its base Standard price.

    Do custom fields and automations carry over?

    Rarely in full. Simple field types usually map across an import tool where one exists, but automations, custom statuses and integrations are typically rebuilt by hand in the new tool.

    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 Trello to ClickUp”, helpcompare.com/trello-to-clickup-migration/ (updated ).

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

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    Bill Belcamino, founder of HelpCompare
    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 23, 2026. No paid sponsorships, no affiliate commissions.