Table of Contents
Introduction:
Altosio offers a great tool to migrate project management data from and to several vendors. It allows you to seamlessly switch from one software to the other, with a guarantee of no data loss. The migration software runs in the cloud, so you do not have to worry about installing anything. Everything is accessible from your web browser at https://app.altosio.com. The migration tool is reliable, secure and lightning fast.
What is migrated in an Asana to Monday.com migration scenario?
- Workspaces – migrated into Monday Workspaces
- Teams – migrated into Monday Folders
- Projects – migrated into Monday Boards
- Permissions and memberships
- Sections – migrated into Monday Groups
- Custom fields – migrated into Monday columns
- File attachments
- Comments
- Tags
- Tasks and subtasks
- All tasks and subtasks details including title, collaborators, assignees description, start date, due date, comments, attachments, completion, tags.
What to consider?
Asana and Monday are two similar project management software. Your end users will not find any issue coping up with the changes as both tools look quite the same, and have almost the same functionalities. However, there are some small limitations that you might need to be aware of:
- Asana allows multi-level subtasks. Subtasks can have sub-subtasks, which can also have sub-sub-subtasks, and so on. In Monday.com, only first level tasks can have subtasks. Subtasks themselves cannot have subtasks. Altosio will migrate all of your subtasks and any deeper level of subtasks under the main task. For example, if you have in Asana 2 tasks called MainTaskA, which has subtasks SubTaskA1 and SubTaskA2. SubTaskA1 has one subtask called SubSubTaskA1. The hierarchy in Asana looks like:
- MainTaskA
- SubTaskA1
- SubSubTaskA1
- SubTaskA2
- SubTaskA1
- MainTaskA
After migration, the result in Monday.com will look like:
- MainTaskA
- SubTaskA1
- SubSubTaskA1
- SubTaskA2
- MainTaskA
- In Asana, there are some default fields that come with tasks like Description, Start Date, Due Date, Assignee, Collaborators. These fields don’t exist by default in Monday.com. They will be created as columns and the data will be correctly migrated.
- Dependencies are currently not migrated between Asana and Monday.
Security
The Altosio software runs in the Cloud and is hosted in Microsoft Azure data centers located in the Netherlands. Altosio is able to provide you with a static IP address from which the migration will run in order to secure your environments with Firewall access accordingly. Please reach out to support@altosio.com to get it. You can also visit our security statement here.
It is also worth noting that the Altosio tool does not store any data internally. It reads data in chunks and pushes them in real time in the target. No data is cached or stored in the hard drive of the servers running the migration. Altosio does however store the unique Ids of files and tasksthat are migrated. This allows the customer to rerun the migration without duplicating data.
Altosio’s migration tool does not edit the source environment in any way. It copies the data to the target without altering it. Altosio needs a read-only access to the source.
Requirements
- Asana
To connect to Asana, all what you need is to provide a Token that allows us to read data from your Asana environment.
2. Monday.com
To connect to Monday.com, all you need is to install the Altosio application in your Monday.com environment. Once installed, you need to consent to this application to read data from your Monday workspaces and boards.
Licensing
Each board migration consumes a Standard Planner migration license. The license is automatically allocated to the board and will get burnt as soon as the Monday board gets created in the target.
The license is board based and does not depend on the number of users, tasks or attachments there are in the board.
The migration supports delta passes, which means that you restart the migration several times and it would still consume the same license that was originally assigned to it. Migration licenses are not refundable.
You can buy your licenses via Paypal, Credit, or Debit card from the Buy section of the Altosio platform.
For any further inquiries related to licensing, please reach out to sales@altosio.com
Configuration
- Sign up and create your first project
First, please create an account under https://app.altosio.com, validate it through the validation email and then login.
Once you log in, you will land on a home page where you can create your project. Click on New Project, give it a meaningful name, and then hit Create.
Click on the project name to open it.
2. Create your connectors
The next step in the process is to create your connectors. Since this guide is about Asana to Monday.com migration, we will create two connectors, the source being an Asana connector, and the target being a Monday.com connector.
a. Create your Asana connector:
Click on New connector, choose Source, then Asana. You should provide an Asana Token. Please check this article that explains how to generate it.
The creation of a source connector automatically triggers a discovery job of your Asana environment. This job will pull the list of Asana workspaces and boards you have and will fill the mapping table with the usernames of the users using Asana.
b. Create your Monday.com connector:
Click on New Connector, choose Target, and then select Monday.com.
Give your connector a name and click on “Install Altosio App”. This will open a new window that asks you to install the Altosio Application in your Monday.com environment.
Once you install the application, the window will be automatically closed. Please click on Connect to Monday.com to authorize the use of this application in your Monday.com subscription. This opens another Monday.com window in which you have to click on Authorize.
Once authorized, the window is automatically closed and a Monday.com code is generated. Finish the creation of your connection by clicking on “Create connector”.
The creation of connectors is followed by a test connection that ensures that your configuration is correct and that Altosio can connect to the source and destination. If your test connections are not successful, please check your connectors and make sure you provided the correct Asana token and installed the Monday Altosio app.
Migration
- User mappings
Before running the migration, it is very important to visit the Mapping table section of your project. In this section, you will find entries for your Asana users already prefilled. You need to add the equivalent email addresses of your Trello users. The users must exist in Monday.com.
The mapping table allows Altosio to correctly map the users in the target. It allows a correct migration of permissions and the list of assignees on each Asana task.
With an empty mapping table, the migration would still run, but the list of assignees will not be migrated correctly.
Please note: If the users have the same email addresses in Asana and in Monday.com, you can leave the mapping table empty.
2. Understand the target fields
During a migration from Asana to Monday.com, you can configure where you want to migrate.
- Target Board Name: This is the name of the board that will be created in Monday.com. By default, this takes the same name as the Asana project, but you are free to change it,
- Target Monday Workspace name: This is the workspace in Monday. You can provide the name of an existing workspace, or choose a new workspace name that will be created by Altosio.
- Target Folder Name: This is the name of the Folder in Monday. You can provide a name of an existing folder and Altosio will create the board in it, or provide a new folder name that will be created by Altosio.
This action should prompt a selection of target connectors. Select your target Monday.com connector and click migrate.
The board will remain Queued until it finds a spot on the platform. Once the migration starts, it will show in a “Working” status.
You can click on details to check the logs and the statistics.
If the migration succeeds, the status will turn into Success. Otherwise, if there is an issue with the configuration, the migration will show an Error status. Please click on details to check the logs to see the reason behind the error. Eventually, please reach out to our support team at support@altosio.com to seek help if needed.
Post-migration
Revoke your Asana token
Once your boards are fully migrated, it is important to revoke the tokens. Please delete the Asana Personal Access Token you created for this migration.
Delete the App from Monday.com
To delete the Altosio Monday app from your Monday.com environment, visit your Monday.com subscritpion developer center, click on the application and then delete it.
Delete your Altosio Project
If you are sure that your project is finished and that everything seems to be migrated correctly, you can go ahead and delete your project from the Altosio platform. Inactive projects will be automatically deleted after 3 months of inactivity as per the GDPR regulations.
Support
Support is done by email at support@altosio.com or over Teams calls.
Altosio support team will assist you throughout your migration project and will be pleased to help you run a successful migration.
