Thinking about switching from Monday.com to ClickUp? You’re not alone. ClickUp’s lower pricing and broader feature set make it an attractive alternative. Here’s how to migrate without losing data or momentum.
Why Teams Switch
The most common reasons teams move from Monday.com to ClickUp:
- Cost: ClickUp starts at $7/user/month vs Monday.com’s $9/seat/month (with a 3-seat minimum)
- Free plan: ClickUp’s free plan supports unlimited users; Monday.com limits to 2
- Features: ClickUp includes docs, whiteboards, goals, and time tracking at lower tiers
- Flexibility: ClickUp offers more views and customization options
Before You Start
1. Audit Your Monday.com Workspace
Take stock of what you’re migrating:
- Boards: List all active boards and their structure
- Automations: Document your automation recipes (these won’t transfer automatically)
- Integrations: Note which tools connect to Monday.com
- Views: Record which views your team uses most (timeline, calendar, etc.)
- Files: Check how much file storage you’re using
2. Set Up Your ClickUp Workspace
Before importing, create your ClickUp structure:
- Spaces = Monday.com Workspaces
- Folders = Monday.com Groups (loosely)
- Lists = Monday.com Boards
- Tasks = Monday.com Items
ClickUp’s hierarchy is deeper than Monday.com’s, which gives you more organizational options.
Step-by-Step Migration
Step 1: Export Data from Monday.com
- Open each board in Monday.com
- Click the three-dot menu (⋯) → Export board to Excel
- Save each board as a separate .xlsx file
- Repeat for all boards you want to migrate
Note: Monday.com exports include items, groups, status columns, and dates. Automations, file attachments, and conversation threads are NOT included in exports.
Step 2: Import into ClickUp
- In ClickUp, go to your target Space
- Click Import/Export in the sidebar → Import
- Select the import source or use CSV/Excel import
- Upload your exported .xlsx files
- Map Monday.com columns to ClickUp fields:
- Status → Status
- Person → Assignee
- Date → Due Date
- Text → Custom Fields
Step 3: Recreate Automations
ClickUp’s automations work differently from Monday.com’s. Common translations:
| Monday.com Automation | ClickUp Equivalent |
|---|---|
| When status changes, notify | When status changes → Send notification |
| When date arrives, send email | When due date arrives → Send email |
| When item created, assign | When task created → Change assignee |
| When column changes, move | When custom field changes → Move to list |
Step 4: Set Up Integrations
Reconnect your tools in ClickUp:
- Slack: ClickUp has native Slack integration
- Google Drive: Native integration available
- GitHub/GitLab: Built-in Git integration
- Zapier: Use Zapier to connect tools without native ClickUp integration
Step 5: Recreate Views
| Monday.com View | ClickUp Equivalent |
|---|---|
| Main Table | List view |
| Kanban | Board view |
| Timeline | Gantt view |
| Calendar | Calendar view |
| Chart | Dashboard widgets |
| Workload | Workload view (Business plan) |
What Won’t Transfer
Be prepared to manually recreate:
- Automations — must be rebuilt in ClickUp
- File attachments — re-upload to tasks
- Comments/updates — conversation history stays in Monday.com
- Dashboard widgets — rebuild in ClickUp Dashboards
- Formulas — ClickUp has its own formula syntax
Tips for a Smooth Transition
- Run both tools in parallel for 2 weeks. Don’t cut off Monday.com access immediately.
- Migrate one team at a time. Start with a pilot team, iron out issues, then scale.
- Train on ClickUp’s unique features. Docs, Whiteboards, and Goals don’t have direct Monday.com equivalents — show your team what’s new.
- Use ClickUp’s templates. Instead of recreating everything from scratch, start with ClickUp templates and customize.
- Export Monday.com data as a backup even after migration is complete.
Timeline
| Phase | Duration | Activity |
|---|---|---|
| Planning | 1 week | Audit Monday.com, set up ClickUp structure |
| Migration | 1–2 weeks | Export, import, recreate automations |
| Parallel run | 2 weeks | Both tools active, team training |
| Cutover | 1 day | Archive Monday.com, go live on ClickUp |
For a team of 10–50 people, expect the full transition to take about 4–6 weeks.
The Bottom Line
Switching from Monday.com to ClickUp is straightforward for data but requires manual work for automations and integrations. The payoff is lower costs and more features. Plan for a 4–6 week transition period and run both tools in parallel during the switch.
Still deciding? Compare ClickUp vs Monday.com side by side, or see our ClickUp review for a deeper look.
Frequently Asked Questions
How long does this take?
Most users can complete this process in 15-30 minutes by following the step-by-step guide above.
Do I need any technical skills?
No advanced technical skills are required. This guide walks you through each step with clear instructions.
What tools do I need?
See the requirements section above for the complete list of tools and accounts you’ll need to get started.