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Migration guides

Migrate from ClickUp to Equilibrition with a controlled CSV export

ClickUp covers many use cases: tasks, Docs, statuses, tracked time, attachments, and hierarchy. Migration is safer when scoped: import active work through CSV, then handle Markdown Docs separately.

Starting format

Workspace CSV plus separate Markdown Docs

CSV

CSV import available today

The ClickUp CSV is the available baseline today. It lets you recover tasks and hierarchy without waiting for a native connector.

Not decided yet? Read the ClickUp comparison first →

Path

The 3 migration steps

1

Export from ClickUp

In workspace settings, open Imports / Exports, choose Export Items, select the relevant Spaces, Folders, or Lists, then download the CSV.

  • The CSV can include IDs, links, descriptions, statuses, dates, parents, attachments, assignees, tags, priority, estimates, checklists, comments, and tracked time.
  • Export each ClickUp Doc as Markdown: there is no bulk export for all workspace Docs.
2

Import the CSV into Equilibrition

Import the CSV to create projects and tasks. Spaces become suggested domains, Folders become source groups, and Lists become default projects after confirmation.

  • Markdown Docs become notes linked to the relevant projects.
  • Attachments are downloaded into private storage when the link allows it.
3

Review the mapping

Review tasks that appear in multiple Lists: deduplicate by ClickUp ID, choose a primary project, and keep the other memberships as secondary links.

  • Tracked time is a provenance metric, not planned duration.
  • Custom task types should be confirmed instead of forced into a single model.

Mapping

What becomes what in Equilibrition

In the source toolIn EquilibritionReview point
SpaceSuggested domainTo confirm based on your actual organization.
FolderSource groupKeeps hierarchy without multiplying projects.
ListDefault projectThe preview lets you correct this choice.
Task, subtask, checklistTasks and subtasksChecklists can stay as history or become subtasks.
Markdown DocNoteImported separately from the task CSV.

Watchouts

Limits to know before importing

  • ClickUp Docs require a Markdown export per document.
  • Multi-List tasks must be deduplicated by ID before validation.
  • The CSV does not replace a future API connection for large comment threads or difficult attachments.

Coming later

An OAuth connection may make large workspaces smoother, without changing the fact that CSV already works to start.

Sources and documentation

Founder Pass

Ready to bring your context into a clearer cockpit?

The Founder Pass gives access to the first CSV imports, priority feedback loops, and a lifetime locked-in price.

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Free guide

Pick up any project without rebuilding its story.

The Context → Action guide: five steps to capture, keep the why, and fit what matters into your week. With the tools you already use.

You will also receive useful Equilibrition updates. Unsubscribe in one click.

  • Instant access, nothing to install
  • A method, not a product demo
  • It ends with a test to run this week

From step 03

website

review the hero and choose the final version

A task carrying its verb and its context can be picked up two days later without rereading your notes.