If you are leaving Trello, Asana, Monday, or any other project management tool, you can bring your tasks with you. Zoobbe supports CSV import, which means the work you have already done organizing your projects does not have to be lost.

The CSV import in Zoobbe works with standard spreadsheet exports from most PM tools. You export from your old tool, clean up the format, and import into Zoobbe. Most teams can complete the migration in under an hour.

What You Need Before You Start

You need a CSV file with your tasks. Every major PM tool exports to CSV. The columns you export matter. At minimum, you need: task name, assignee, due date, and status. Zoobbe maps these columns during import.

Export from Trello: Board menu → Print/Export → Export CSV. The export includes card names, members, due dates, and list names.

Export from Asana: My Tasks → Export. Or use the Asana API for bulk export. The CSV export from Asana includes task name, assignee, due date, and status.

Export from Monday: Board → Integrations → CSV Export. The export includes card name, people, date, and status.

Export from ClickUp: Folder → Export. The CSV export includes task name, assignee, due date, and status.

If you are using a tool that does not export to CSV, export to Excel first, then save as CSV. Zoobbe reads standard CSV format.

Prepare Your CSV

Open the exported CSV in a spreadsheet editor — Google Sheets, Excel, or LibreOffice Calc. The first row is the header row. Zoobbe maps columns by header name, so make sure the headers match what Zoobbe expects.

The column names Zoobbe reads: Name (or Title), Assignee (or Assigned To), Due Date, Status (or List).

If your export uses different column names — for example, "Card Name" instead of "Name" — rename the column in the spreadsheet before importing. Zoobbe maps columns case-insensitively, so "name" and "Name" are the same.

Remove columns you do not need. Only include Name, Assignee, Due Date, and Status. Extra columns are ignored during import.

Remove archived or completed tasks if you only want to import active work. The import brings everything in the CSV.

Save the file as CSV. Use UTF-8 encoding if your tool supports it — this ensures special characters in task names are preserved.

Import Into Zoobbe

Log into Zoobbe and open the board you want to import into. Click the board settings — the three dots in the top right corner — and select Import.

Select your CSV file. Zoobbe shows you a preview of the data it found. It attempts to map columns automatically. Check the column mapping — make sure Name is mapped to Name, Assignee to Assignee, Due Date to Due Date, Status to Status.

Click Import. Zoobbe creates a card for each row in the CSV. Assignees are matched to Zoobbe users by email. If an assignee in the CSV does not have a Zoobbe account, the card is created without an assignee — you can assign it manually after import.

The import runs in seconds for most boards. For very large CSVs — thousands of rows — the import may take a minute.

After the Import

Check the board after import. Cards are created in the first column by default. If your CSV has a status column, Zoobbe places cards in the column that matches the status name. If a column in the CSV does not exist in Zoobbe, Zoobbe creates it.

Assign any cards that were imported without an assignee. The assignees from your old tool are noted in the card description so you can reassign manually.

Set due dates if your CSV had due dates and they did not import correctly. Sometimes date formats differ between tools — a date that reads as month/day/year in your CSV may import as day/month/month in Zoobbe. Check the due dates after import and correct any that are wrong.

Move cards to the correct columns based on their status. Zoobbe places all imported cards in the first column if it cannot match the status to a column name.

What Does Not Import

Card descriptions do not import from most tools. The CSV format does not support rich text or long-form descriptions. If descriptions are important to you, you will need to copy them manually after import.

Comments do not import. The conversation history in your old tool stays in your old tool. Zoobbe comments are a different system.

Attachments do not import. Files attached to cards in your old tool do not transfer. You will need to re-attach files manually or use a file sharing tool to share the files separately.

Custom fields may not import correctly. If your old tool has custom fields beyond assignee, due date, and status, those fields are ignored in the standard CSV import.

The core work — task names, assignees, due dates, status — transfers correctly. The supporting context may require manual recreation.

Common Problems

Problem: The import shows no data. Cause: The CSV file is not formatted correctly. Make sure the file is saved as CSV and the first row contains headers.

Problem: Assignees are not matched. Cause: The email address in the CSV does not match a Zoobbe user email. Create Zoobbe accounts for team members first, or assign manually after import.

Problem: Due dates are wrong. Cause: Date format mismatch. Check the date format in your CSV against what Zoobbe expects. US format is month/day/year.

Problem: Status column is not mapping. Cause: The column header in the CSV does not match "Status" exactly. Rename the column header in the spreadsheet before importing.

Zoobbe free for teams up to fifteen. Standard at 4.99 per seat. CSV import works on all plans.