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 app.altosio.com

Key Benefits

The migration tool is reliable, secure and lightning fast.

What is migrated?

Workspaces
Boards
Personal boards
Permissions and memberships
Lists
Attachments with their metadata (created by, created at, modified by, modified at)
Cards
Task details including title, collaborators, assignees description, start date, due date, comments
Completion, labels, covers, and checklists

What to consider?

Trello and Microsoft Planner 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.

Important Limitations

There are some small limitations that you might need to be aware of. These limitations are thoroughly documented in our limitations article.

Security

Enterprise-Grade Security

The Altosio software runs in the Cloud and is hosted in Microsoft Azure data centers located in the US and the EU (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.

No Data Storage

The Altosio tool does not store anything internally. It reads data in chunks and pushes them in real time to 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.

Requirements

Trello Requirements

From Trello, you need to connect to your Trello account from the Altosio platform, and consent to the Altosio Trello application. This allows Altosio to read data from your Trello workspace.

Planner Requirements

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.

License Details

For licensing inquiries, please contact sales@altosio.com

Configuration

1. Sign up and create your first project

First, create an account at app.altosio.com, validate it through the verification email, and then log in. Once logged in, you’ll land on the home page where you can create your project. Click “New Project”, give it a meaningful name, and click create.

2. Create your connectors

a. Create your Trello connector

The creation of a Trello source connector automatically triggers a discovery job of your Trello environment, pulling the list of boards and user mappings.

b. Create your Planner connector

Provide your tenant name and domain, then click Grant Admin Consent to install the Entra ID Application. This requires Global Admin Credentails.
Provide a Migration account. The migration account is a regular Microsoft365 user, without any admin privileges. It has to have these 2 requirements:

1. Regular licensed user. Any license that allows this user to have a Mailbox and have access to Microsoft Teams.
2. Bypass SSO and MFA. This user has to authenticate natively to your Microsoft 365 tenant.

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 about pre-migration assessment, please reach out to support@altosio.com

Migration

1. User mappings

Before running the migration, visit the Mapping table section of your project. You’ll find entries for your Trello users already prefilled. Add the equivalent email addresses of these users in Microsoft 365.

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

Target Plan Name

Target Email Nickname

Target Group Name

Target Channel Name

3. Start Migration

Once configured, go to your Planner list page, select the boards you want to migrate, and click “Start”. The board will show a “Queued” status until processing begins, then switch to “Working”. Click “Details” to check logs and statistics.

Post-Migration

Delete the Altosio Entra ID Application

Revoke the Trello token

Support

Support is done by email at support@altosio.com or over Teams calls.

Trello

Microsoft Planner

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