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 Trello migration scenario?
- Workspaces – migrated into Trello Organizations
- Projects – migrated into Trello Boards
- Permissions and memberships
- Sections – migrated into Trello Lists
- File attachments
- Comments
- Labels
- Tasks and subtasks – Subtasks migrated as checklists and checklist items
- Task details including title, collaborators, assignees description, start date, due date, comments, attachments, completion, tags, checklists.
What to consider?
Asana and Microsoft Trello are quite similar in shape. 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 subtasks have all the capabilities of main tasks in Asana. They can have their own attachments and comments. They are migrated into Trello as Checklist items.
- Asana has a Completion field. You can mark tasks as completed in Asana. Trello does not have this functionality. The completion field cannot be migrated.
- Asana has a broader capability of custom fields. Custom fields can be migrated into Trello upon request.
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 anything 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 tasks/cards that 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. Trello
From Trello, you need to connect to Trello using your account. Once connected, you should consent to the Altosio Trello Application to be installed in your Trello environment. This application will allow us to issue a token and read your data in Trello. Please note that the token allows Altosio to act on behalf of the user that generated it. Therefore, the token allows us to see only the workspaces and boards the user has access to. If you don’t see your source board in the list after the discovery, it is most likely that you don’t have access to it in Trello and you need to be added as a member or owner of the Trello board.
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 Planner 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 Trello migration, we will create two connectors, the source being an Asana connector, and the target being a Trello 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 Trello connector:
On the connectors oage, click on New Connector, choose Target, and then Trello.
Give your connector a name then click on “Connect to Trello”.
This will open a separate window in which you have to connect to your Trello environment and approve the Altosio Application. Click “Allow” at the bottom of this screen to approve the application.
Once approved, the window will close and a token will be automatically generated.
Click on “Create connector” to finish the creation process.
Pre-migration assessment
Before running the migration, Altosio provides you with a way to assess your migration. The Audit task allows you to identify on each board if you will hit the limitations that exist between the two environments.
For more information, please reach out to support@altosio.com
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 usernames or email addresses of your Trello users. The users must exist in Trello.
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.
2. Understand the target fields
During a migration from Asana to Trello, you can configure where you want to migrate.
- Target Plan Name: This is the name of the Trello board you want to migrate to. This board does not need to exist. If a board with the name you provided in this field already exists, Altosio will migrate your Asana project content into it. If the board does not exist, Altosio will create a board on your behalf and migrate the content into the freshly created board.
- Target Email Nickname: This field is not required for Asana to Trello migrations. You can ignore it and leave it empty.
- Target Group Name: This is the name of your Trello organization. You must provide the name of the pre-created organization in this field. Altosio cannot create a Trello organization on your behalf.
- Target Channel Name: This field is not required for Asana to Trello migrations. You can ignore it and leave it empty.
This action should prompt a selection of target connectors. Select your target Trello 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 Trello
After migration, you need to revoke the token that allows access to your Trello environment. To do that, simply go to https://trello.com/my/account and under Applications, look for the Altosio application and 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.
