Guide
Introduction
This guide is intended for current ClickUp users considering switching to Fibery and new Fibery users looking to transfer their data from ClickUp.
We'll cover everything from preparing for the migration to troubleshooting common issues so that you can make the transition as smooth as possible. By the end of this guide, you'll have all the information you need to successfully migrate your data from ClickUp to Fibery and start taking advantage of all the features and benefits that Fibery has to offer.
Step 0: Before starting the Import
To ensure a successful migration from ClickUp to Fibery, it's essential to take some time to prepare your ClickUp data and your team for the transition. This can help streamline the migration process and minimize potential disruptions to your team's workflow.
Supported Items
Task, subtask, nested subtask. Tasks are the main (and only) database elements of ClickUp.
Space, Folder, List. ClickUp organizes views in a hierarchy using Spaces, Folders, and Views. When importing ClickUp tasks, they are synced into one database within one space. To represent the ClickUp hierarchy in Fibery, we use folders.
Views types. We support List, Board, Timeline and Table views and their descriptions.
Attachment. Attachments that are connected to Tasks are transferred during the import.
Unsupported Items
Although the import can transfer a lot of useful data, the ClickUp API is limited and may not include necessary information and configurations that you rely on in ClickUp.
View types. We do not support Calendar and Map views.
View settings. A few view settings are not supported, for example, "Show/Hide Closed", "Subtask: Separately", "Me" and complex date filters.
Automation and formulas. This information is completely hidden for export, and all of them should recreate manually, so it is important to understand where you use automation and what they are doing.
Documents and Whiteboard. The ClickUp API does not have the capability to transform Documents or Whiteboards. As a result, you will need to manually import or copy-paste them. Please refer to the Import Document section for instructions on how to perform manual import.
Checklist and Todos. ClickUp allows adding Checklists and Todos to a Task or Subtask, but their import is not supported.
Comment and Assigned comments. This information cannot be imported.
Archived items: Archived objects in the ClickUp database will not be synchronized during import. If you need to include these archived items in your Fibery workspace, you should unarchive them before starting the import.
Cleanup your data
Here are some steps you can take to prepare for the migration:
Review and standardize naming conventions and other metadata to ensure consistency and accuracy.
Convert all the rich text content in tasks to plain text since the ClickUp API cannot export formatting.
Consolidate duplicate or overlapping data to simplify the migration process.
Remove unused or outdated data or fields from your ClickUp account to reduce the data needing migration.
Prioritize which data types, custom fields, and metadata are most important to migrate to Fibery.
Step 1: Start an Import from ClickUp
Open the Fibery menu located in the top left corner of your screen.
Click "Import" from the sidebar and select the "ClickUp" option.
ClickUp data will be imported into a Space. Choose one Space from the dropdown menu or create a new Space by typing its name. Once you have a selected Space, the import process will begin.
Step 2: Setup the access to ClickUp workspace(s)
To import data from ClickUp to Fibery, you will need to set up access to your ClickUp account. Follow these steps to authenticate your ClickUp account:
Choose one of the following authentication options: OAuth v2 or Personal Token. The default option is OAuth v2.
Click on the "Connect" button to begin the authentication process.
Authenticate with OAuth v2
Choose OAuth v2 Authentication (default) and click on the "Connect" button.
A new pop-up window will appear, asking you to log in to ClickUp.
Choose the workspace(s) you would like to connect to. You can connect as many workspaces as you have access to with the credential.
Authenticate with Personal Token
If you have or create a personal token, paste it in the input field.
Click the "Connect" button to complete the authentication process within a few seconds.
When using a Personal Token, there is no need to select Workspace(s) as the token is associated with a Workspace directly.
Step 3: Customize the Import Settings
On the customization screens, the following options are available.
Databases
Task: ClickUp stores all of the records in one Database called Task. Check the box next to "Task" if you would like to import your ClickUp records to Fibery.
View: ClickUp uses a hierarchy to organize the views. It uses the following entities: Space, Folder, and List. This structure will be recreated in Fibery as folders during the import process.
User: If you have user-related fields in your ClickUp database, such as Assignees, select the "Users" option. This will create a separate database in Fibery and establish a relationship.
Import all ClickUp users into Fibery as Observers: This option is only available when you select "Users" above. By enabling this option, all ClickUp users will be added to Fibery as Observers. This means a separate "User" database will not be created, as the users will be stored in Fibery's People database.
After importing Observer users from ClickUp to the Fibery People database, they will not be notified about the import process. If you want them to use Fibery actively, you can send them the Fibery workspace link and ask them to reset their password on the login screen. This will enable them to access and utilize Fibery using their newly created Observer account.
Workspace
Choose the ClickUp workspace that you want to import.
Keep in mind that you can only select one workspace at a time.
Spaces
Choose the ClickUp space(s) that you would like to import.
If you have multiple spaces in ClickUp and would like to import them into separate databases in Fibery, select only one database during the import process and repeat the import flow for each space separately. This will ensure that each ClickUp space is imported into its Fibery database. Keeping each space in its database allows you to manage and organize your data in Fibery easily.
Include closed
By default, the Import process does not include tasks with a "Closed" status. However, select the "Include Closed" option in the Customized screen to import closed tasks to Fibery.
In ClickUp, there is a difference between tasks with a "Done" status and tasks with a "Closed" status. While selecting the "Include Closed" option during the import process will import tasks with a "Closed" status, tasks with a "Done" status will be synchronized regardless of this setting.
Archived objects in the ClickUp database will not be synchronized during import. If you need to include these archived items in your Fibery workspace, you should unarchive them before starting the import.
Step 4: Set up Database fields
Properly mapping database fields is essential for a successful and efficient import process. When importing data into Fibery, it's important to map fields between databases and use the correct data types to ensure it is structured correctly.
Although Fibery attempts to automatically determine the best field names and data types, reviewing these recommendations before proceeding with the import is always a good idea. By verifying the field names and data types, you can ensure that the data is accurately represented in Fibery and organized in a way that suits your needs.
The list of available fields can be lengthy, particularly when importing multiple spaces into a single database. This is because all possible fields must be added to ensure that all data is accurately imported into Fibery. ClickUp contains a broad range of independent fields in a single database.
When you select both databases (Task and User) during the Import Customization process, you will see two tabs in the mapping screen. One tab represents the Task database, and the other represents the User database. You can customize the mapping for each database independently.
Task Database settings
Fibery Database Name and Color
Name: By default, the Task database name is set to "Task," but you can change this to reflect better the type of data you are importing, especially when you import ClickUp spaces separately.
Color: In addition to customizing the database name, you can change the color. By clicking on the colored circle next to the database name, you can choose from a range of colors to better differentiate it from other databases in your workspace.
Field Mapping
Fibery attempts to match ClickUp database fields to corresponding Fibery fields. You can review the automatically suggested field mappings in the Field Mapping section and adjust as needed.
The fields are listed alphabetically; each row represents a ClickUp database field we can read through the API. The columns show the ClickUp field name, the type of field in the Fibery database, and the name of the field in the Fibery database.
You can select or deselect specific ClickUp database fields to include or exclude them from the import using checkboxes. By default, all fields are included.
Some fields in the Field Mapping section are greyed out and cannot be adjusted.
Name: this special field cannot be adjusted or excluded. It represents the task's name and is the most important information for each record in ClickUp and Fibery.
Relations: it represents a connection between two entities in the Fibery database, allowing you to build a hierarchy or represent dependence.
Fibery automatically identifies the fields that have a relation to each other, and these fields cannot be changed in type. These fields can be excluded, but in most cases, this information is needed and highly recommended to keep them.
Under the field type, there is a small explanation about the relation between the specified databases: the current database (Task) or the User database.
Workflow: this field type in Fibery represents the current status of a task and can only have one workflow type with the name "Status" in each database. Once the Workflow type field is automatically identified or selected manually, the name will be greyed out and set to "Status".
Files: these represent external files that are not stored directly in the database but are linked to it. The field name "Files" is greyed out because it cannot be changed. Multiple fields can have this type, but they will all go to the same "Files" field in the Fibery database.
User Database settings
The settings for the User database are very similar to those for the Task database (see above). You can rename and change the color of the database. However, by default, there are only two fields, and it is not recommended to change any settings unless there is a good reason.
All field names in the same Fibery database must be unique, and the field cannot be empty. If you attempt to add the same name to two fields, you will receive an error message and cannot proceed to the next step of the import process until you have resolved the naming conflict.
Step 5: Start the Import
After finishing all the settings, scroll down to the bottom of the screen and click the "Import now" button. Once you click the button, the import screen will close, and you will be redirected back to the space where the import was set up.
When you finish all the settings, scroll down to the screen and click the "Import now" button.
The import screen will close, and you will return to the Space where the import was set.
During the import, you will see the ClickUp logo and the name of the target database, as well as a spinning arrow below, indicating that the process is running. Keeping this screen open is unnecessary, as the import process will continue running in the background.
The import time can vary depending on how much data is transferred from ClickUp to Fibery. Additionally, if you have checked the "Attachment" field, it could extend the import time based on the number and size of the files.
Once the import is finished, the ClickUp logo disappears (unless there is an active ClickUp integration in this Space). The process indicator will also disappear, showing the import process is completed.
Step 6: The result
Tasks
All tasks will be stored in a single database, organized in the same manner as ClickUp.
Views
If you select "View" option on the Customization screen, the View hierarchy will appear in the sidebar. We represent Spaces, Folders, and Lists as Folders and use a suffix in brackets to indicate the origin, like [Space], [Folder], and [List] under the View [Clickup] root folder.
In ClickUp, you can create Views at every level, including other organizational entities. For example, a Folder can have a View and contain Lists. Once the structure is created, you will find Lists listed first and Folder views listed after under the Folder.
In this example, All Project is a view of the Rebel Projects folder.
Users
By default, the sync creates a separate database for folders and creates a relation to the Task database.
When the Import of all ClickUp users into Fibery as Observers option is enabled, the users will be created in the People space of Fibery as Observer.
Step 7: After the Import
When the import is finished, all data is in the Fibery database from ClickUp, but there is still much to do to make it usable for you and your team.
Missing pieces
In the Unsupported section above, we listed entities or functions that cannot be imported. If you rely on any of these functions in ClickUp, you must manually recreate them in Fibery to make them available for your team.
Users
Access. Set the appropriate access for your users in specific Spaces.
Users are added to Fibery as Observers by default, although you can sync them as a separate Database or skip altogether.
Switch Observer to Member. During the user migration to Fibery, create Observer users only. It would be best to consider switching them to Members, as Observers have limited access to Fibery features.
When you switch an Observer to a Member, you will be charged for that user according to your Fibery subscription plan.
Import Documents
While ClickUp does not provide a Document Export API, you can still export documents manually. Simply export ClickUp documents in markdown format and import them using Fibery's Import from Markdown feature. This process also transfers images from ClickUp servers to Fibery, enabling you to close your ClickUp account after the migration safely.
If you export all the documents from ClickUp in one markdown file, the import process cannot separate those files because the exported file does not indicate any breaks between them. Consequently, you will receive a single large document that includes all ClickUp documents.
Known issues
In certain situations, the color mapping algorithm may use identical colors in multiple instances across Statuses, Single-select, and Multi-select options. It is important to ensure that these colors remain easily readable.
The List view is the default view in ClickUp, organized by columns and sections. The list view in Fibery does not support these functionalities.
Sorting by multi-select field isn't supported in Fibery, this group settings are skipped.
When grouping tasks by Due date in Clickup and sorting them by the same field in Fibery, the outcomes can be completely different.
"Show/Hide Closed" settings are not synchronized, so we cannot filter them out.
ClickUp "Me" filter does not work.
The View and Task descriptions can have rich text formatting, but the ClickUp API provides this text in plain format, resulting in the loss of all formatting information during the import.
Fibery folders do not have the feature to apply colors.