Choose Your Migration Path
From Notion
Migrate pages, databases, and wikis from Notion to Trilo’s knowledge base.
From Asana
Transfer projects, tasks, and team structures from Asana.
From Slack
Move your team communication and channels to Trilo Chat.
From ClickUp
Migrate tasks, docs, and workflows from ClickUp.
From Monday.com
Transfer boards, items, and automations from Monday.com.
From Microsoft Teams
Switch from Teams, SharePoint, and Planner to Trilo.
Migration Overview
What Can Be Migrated
| Data Type | Migration Method |
|---|---|
| Documents & Pages | Export → Import or copy/paste with formatting |
| Tasks & Projects | CSV export → Manual recreation or bulk import |
| Files & Attachments | Download → Upload to Trilo |
| Team Members | Invite via email (no data transfer needed) |
| Chat History | Export for reference (fresh start recommended) |
What You’ll Get in Trilo
When you migrate to Trilo, you consolidate multiple tools into one:| Instead of… | Use Trilo’s… |
|---|---|
| Notion (docs) | Knowledge Base - Pages, Spreadsheets, Boards |
| Asana/Monday (tasks) | Tasks - Kanban, List, Table views |
| Slack (chat) | Chat - Project channels, DMs, AI coworkers |
| Calendly (scheduling) | Calendar - Events, Booking pages |
| Zoom (video) | Built-in video calls with AI transcription |
General Migration Tips
Plan your workspace structure first
Plan your workspace structure first
Before importing data, map out your Areas and Projects in Trilo. This makes organizing imported content much easier. Think about how your teams and projects naturally group together.
Start with one team or project
Start with one team or project
Don’t migrate everything at once. Pick a pilot team or project, migrate them first, and learn from that experience before rolling out to the whole organization.
Use the migration as a cleanup opportunity
Use the migration as a cleanup opportunity
Old tools accumulate clutter. Instead of migrating everything, migrate only what’s actively used. Leave behind outdated docs, completed tasks, and archived projects.
Run both tools in parallel briefly
Run both tools in parallel briefly
Keep your old tool accessible (read-only if possible) for 2-4 weeks after migration. This gives people time to adjust and reference old content if needed.
Communicate the switch clearly
Communicate the switch clearly
Tell your team when the migration is happening, why you’re switching, and where to find things in Trilo. A simple announcement goes a long way.
Migration Support
Need help with your migration?- In-app support: Click the help icon for immediate assistance
- Email: Reach out to support@trilo.chat
- Community: Ask questions in our Discord community
For enterprise migrations with large datasets, contact us for personalized migration assistance.
Next Steps
Quick Start Guide
Set up your Trilo workspace before migrating.
Invite Your Team
Get your team into Trilo before importing data.