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Bring your projects with you
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Tools Planmoor imports from
- Asana
- Trello
- monday.com
- Jira
- ProjectManager.com
- MS Project
- Excel
Asana, Trello, monday.com, Jira and ProjectManager.com each have a dedicated importer that understands that tool's layout. MS Project XML and any Excel or CSV sheet with a title column are also accepted, with a column mapper for the rest.
How importing works
- 1
Export from the other tool
Each guide below shows the menu path. It is a CSV, Excel, JSON or XML file depending on the tool. - 2
Upload it to Planmoor
Open Import a project from the dashboard. Planmoor detects which tool the file came from by its filename and headers. - 3
Check the preview
You see how many phases, tasks, subtasks and dependencies were found, and which assignees match people already in your workspace. - 4
Create the project
Choose whether sections become phases, whether completed items are marked done, and whether to invite unmatched assignees. Then create.
What comes across
- Sections, lists, groups or epics become phases
- Tasks with start and finish dates, status and progress
- Subtasks and checklist items nested under their parent
- Dependencies, where the source tool exports them
- Assignees, matched by email to people in your workspace
- Tags and labels
Comments, attachments and custom automations do not come across; no tool exports them cleanly. The Gantt chart and critical path are computed as soon as the project is created.
Step-by-step guides
- Move from Asana to PlanmoorExport a project from Asana as CSV and import it into Planmoor in one step. Sections become phases; subtasks, assignees, dates and done state come across.Read more
- Move from Trello to PlanmoorExport a Trello board as JSON or CSV and import it into Planmoor. Lists become phases, cards become tasks with members, due dates and checklists.Read more
- Move from monday.com to PlanmoorExport a monday.com board to Excel and import it into Planmoor. Groups become phases, items become tasks with people, timelines and status.Read more
- Move from Jira to PlanmoorExport Jira issues as CSV with all fields and import them into Planmoor. Epics become phases, issues become tasks with assignees, dates and status.Read more
- Move from ProjectManager.com to PlanmoorExport your ProjectManager.com Gantt as CSV or Excel and import it into Planmoor with dependencies, dates and progress intact. First three months free.Read more
Coming off a paid tool?
If you are switching from a paid plan, your first three months of Planmoor Agency are free. Send your last invoice to support after you sign up and we apply the credit. Details on the pricing page.
Import your first project
Sign in, choose Import a project, and drop the file. You will see a preview before anything is created.