Introducing Board Data Import: Transfer Project Boards in Just 5 Steps

Is your current project management app falling short of your team's needs?

Is it too rigid, limited, or expensive?

No worries — you're in the right place!

Plaky is the ideal alternative for small to medium-sized teams looking for a flexible tool that adapts to their specific preferences and grows with them, all without straining their learning curve, budget, or user experience.

Once you decide to transition to Plaky, rest assured that your data will be securely transferred to the newly created board without much hassle.

Thanks to our newly introduced Data Import feature, you can transfer one or more boards from your existing account. This way, you can continue managing your projects and tasks seamlessly without any interruptions or delays.

How to transfer data to Plaky

To ensure efficient organization and data import, the process is divided into 5 clear steps.

• Prepare your data for export.
• Import your data into a new or existing Plaky board.
• Generate the table.
• Map your board data.
• Finalize the import.

The duration of the import process varies depending on the amount of data stored in your current account.

Keep in mind that you can only migrate one board at a time.

Step #1 Prepare your data for export

Before you start transferring data, you’ll need to get the data prepped and ready in the form of a CSV document.

You can get this data from any project management software, including monday.com, Trello, Asana, ClickUp, and more.

For example, if you want to export data from your Trello account, navigate to the main menu and find the Print, export, and share option. Then, select Export as CSV.

Step #2 Import data into a new or existing Plaky board

Now that you have your CSV file ready, you can choose if you want to import the file to a new or an existing Plaky board.

To import the CSV file into a new board:

• Go to the side menu found in the top left corner and click on the + button.
• Select New board from the dropdown menu.
• Choose Create from file.
• Select the file you want to import and click on Proceed.

To import the CSV file into an existing board:

• Go to the three dots menu in the top right corner and choose Import from CSV.

Select your file, and click on Proceed to add the data.

Step #3 Generate the table

After uploading your file, a window will pop up on the right of your screen displaying the data inside your CSV file. Now is a good time to check and make sure all of the correct data is there.

Plaky usually uses a comma as the default delimiter, but you can switch it to a tab, pipe, space delimiter, or semicolon in the dropdown menu, depending on how your CSV file is set up.

Once that’s done, toggle the First Row button on if your file has headers. Otherwise, the first row will be treated as part of the item data.

Finally, choose which column names the items. If you don’t select which column defines the item name, the first column from your CSV file will be used by default as the item name.

Step #4 Map your board data

It's time to decide where your items will land and connect the columns from your file to fields in your Plaky board.

Select the desired destination group

• Choose an existing group from the dropdown menu, or
• Create a new group by typing in the name.

Define item names

Specify which field from the CSV file names your items.

Define fields

For every CSV column, choose the corresponding board field type from the dropdown menu. You can:

• Select an existing field,
• Create a new one, or
• Choose not to map the column at all.

Important information to keep in mind

• If the column names match existing fields, they'll be automatically mapped.
• Any unmapped columns won't carry over, so make sure you've got everything sorted.
• You can't change the mapping for columns used for task names and group names.

Once you are sure you’ve defined the basic info about your CSV, you can move onto the final step.

Step #5 Finalize the import

To finalize the import, review the mapped columns and make sure all necessary configurations are in place.

If everything looks good, click Finish import to complete the process.

Pro tip: If you're done with your import and are ready to move stuff around, take advantage of Plaky’s Bulk Actions feature to save some time.

FAQ

Which file formats can be imported?

Currently, Plaky only supports CSV files for data imports.

Can I import data into an existing board?

Yes, you can enhance Plaky Board’s functionality and data management by importing CSV data into an existing board, seamlessly integrating information from external systems.

What is the maximum file size allowed for import?

The import size limit is capped at 10 MB.

If you run into any issues or have any questions, you can always contact our support team — available 24/7!