TL;DR
Settings → Import (or workspace menu) → choose Asana, Monday, or ClickUp → enter API token → pick workspaces/projects → configure options → start import. Large imports run in the background.
Prerequisites
- Asana: Personal Access Token
- Monday: API Token
- ClickUp: API Token
- Workspace admin or import permission in Milestone
Start workspace import
- Click your workspace name → Settings.
- Go to Import (or find it in the workspace menu).
- Select Asana, Monday.com, or ClickUp.
- Enter your API token and validate it.
- Choose the workspace (and portfolios/folders/spaces) to import.
- Configure options (see below).
- Map users if needed.
- Click Start import.
Import options by source
Asana
- Workspaces & portfolios — Select which to import.
- Standalone projects — Include projects not in portfolios.
- Users — Map Asana users to Milestone members.
Monday
- Column mapping — Map by Status or Groups.
- Include subitems — Import subtasks.
- Include docs — Import linked docs if available.
ClickUp
- Spaces — Select which spaces to import.
- Checklists — Import as subtasks or skip.
- Nested subtasks — Include or flatten.
During import
- Imports run in the background.
- Progress is shown; you can leave and return.
- You can cancel an in-progress import.
- When done, review the results for any errors or skipped items.
Board-level vs workspace import
- Workspace import — Imports multiple projects/boards at once. Use for full migration.
- Board import — Imports into one existing board. Use when adding data to a single board (e.g., Asana PAT, CSV from ClickUp/Monday).
Common issues
| Issue | What to try |
|---|---|
| Token invalid | Regenerate the token in the source app. Check scope/permissions. |
| Can't see workspaces | Ensure the token has access to those workspaces. |
| Import stuck | Check progress; large imports take time. Cancel and retry with fewer items if needed. |
| Missing data | Some fields may not map. Check the results summary for skipped items. |
| Users not mapped | Invite users to Milestone first, then map during import. |
Next steps
Connect GitHub or Slack after importing, or customize your board.