Migrate from ClickUp

Documentation Index

Fetch the complete documentation index at: https://docs.knowlix.ai/llms.txt

Use this file to discover all available pages before exploring further.

This guide walks you through migrating your ClickUp data to Knowlix. You can export individual lists and views, or export your entire workspace at once. Make sure you have admin or owner access to your ClickUp workspace for workspace-level exports.

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What You Can Migrate

ClickUp organizes work in a hierarchy of Spaces, Folders, Lists, and Tasks. Here is what you can export:

• Tasks — all task details including name, description, and status
• Subtasks — tasks nested under parent tasks
• Assignees — team members assigned to each task
• Due dates and start dates — scheduled timelines
• Custom fields — any additional fields configured on lists or tasks
• Statuses — task progress states (e.g., To Do, In Progress, Done)
• Time tracked — if time tracking is enabled in your workspace
• Tags — labels applied to tasks

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Step 1: Export Your Data from ClickUp

ClickUp offers two export methods: exporting a specific List or Table view, or exporting all task data from the entire workspace.

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Option A: Export a Specific List or Table View

Use this to export tasks from a single list, or a filtered view of tasks.

1. Open the List or Table view you want to export in ClickUp
2. Click Customize in the upper-right corner of the view
3. Click Export at the bottom of the Customize panel
4. Choose your export format:
   • CSV — recommended for Knowlix import
   • XLSX — if you prefer to review the data in Excel first
5. Configure export options:
   • Columns to include: Choose All columns, Visible columns, or Task names only
   • Subtasks: In List view, set the subtask dropdown to As separate tasks; in Table view, toggle on Showing Subtasks
   • Time format (CSV only): Choose Normal (e.g., “2h 30m”) or hh:mm (e.g., “2:30”)
6. Click Start Export
7. When the export is ready, click Download Export

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Option B: Export All Workspace Data

Use this to get a complete export of all tasks across all Spaces, Folders, and Lists in your workspace.

1. Click your Workspace avatar in the bottom-left corner
2. Go to Settings
3. In the All settings sidebar, click Imports/Exports
4. Under the Exports section, click Export Items
5. Select the data range and format (CSV)
6. Click Start Export
7. Download the file when it is ready

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Export Format Guide

For a complete migration, use the Workspace export to capture everything at once. Official ClickUp export documentation: Task data export — ClickUp Help For exporting List and Table views specifically: Export List and Table views — ClickUp Help

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Step 2: Upload to Knowlix

Once you have your CSV files from ClickUp:

1. Go to Settings > Import in Knowlix
2. Select ClickUp as the source platform
3. Upload your exported CSV file(s)
4. Knowlix will automatically detect your Spaces, Folders, and Lists from the export structure

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Step 3: Review & Confirm

Before the import is finalized, Knowlix shows you a field mapping preview. Here you can:

• Verify that ClickUp columns (e.g., “Task Name”, “Status”, “Assignee”, “Due Date”) are correctly matched to Knowlix fields
• Map ClickUp statuses (e.g., “In Progress”, “Complete”) to the equivalent Knowlix task stages
• Choose how to handle subtasks — as nested items or standalone tasks
• Click Confirm Import to start the migration

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Need Help?

Contact us at support@knowlix.ai or ask your AI Teammate directly inside the app.