WORKSECTION

Migration

Migration to Worksection from other project management systems

Auto­mat­ic migra­tion to Work­sec­tion is sup­port­ed for:​​​

russ­ian systems:

Impor­tant Migra­tion runs in the back­ground. You can close the tab or brows­er after the migra­tion starts, it will not inter­fere with the migra­tion. You can see the progress in the bell menu. 

Note Data trans­fer between Work­sec­tion accounts is also supported.​​​

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How to migrate from Jira to Worksection?

For data trans­fer, first export an XML file with the required data from your Jira account. Then go to Account > Import sec­tion in Work­sec­tion, attach men­tioned XML file 1 and click «Import» 2.



Export­ing data from Jira

Fol­low the next link

https://yourac­count/​issues/​
, where yourac­count is the name of your Jira account. If nec­es­sary, use fil­ters 1 to choose the projects and tasks you need to export, then click «Export» 2 and select «Export to XML» 3.


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How to migrate from Asana to Worksection?

Go to Account > Import section, choose import from Asana and click «Import». 


Log into your Asana account if it asks you and click "Allow" if you agree with permissions to be granted:

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How to migrate from Trello to Worksection?

Go to Account > Import sec­tion, choose import from Trel­lo and click Import. 



Log into your Trel­lo account if it asks you and click Allow if you agree with per­mis­sions to be granted: 


​

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How to migrate from Wrike to Worksection?

Go to Account > Import section, choose import from Wrike and click «Import». 


Log into your Wirke account if it asks you and click "Accept" if you agree with permissions to be granted:


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How to migrate from Basecamp to Worksection?

Import from Basecamp 3


Go to Account > Import section, choose import from Basecamp and click «Import». 




Log into your Basecamp account and click the specified button, if you agree with temporary access to be granted:




Import from Basecamp 2


Go to Account > Import section and choose import from Basecamp 21. Then enter the name2 and credentials3 of your Basecamp account, and click «Import»4.


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How to migrate from Bitrix24 to Worksection?

For data trans­fer, please cre­ate a Web­hook link in Bitrix24 and go to Account > Import sec­tion in Work­sec­tion. Then enter Web­hook link in field 1 and click «Import» 2.



Cre­at­ing Web­hook link in Bitrix24

Fol­low the next link

https://yourac­count/​devops/​section/​standard/​
, where yourac­count is the name of your Bitrix24 account. Log into your Bitrix account if it asks you and choose «Inbound webhook».



Click «+ select» 1 and mark per­mis­sions shown on the screen­shot below. Save changes 2 and copy the web­hook link by select­ing it with the mouse 3:



Note If you acci­den­tal­ly closed the spec­i­fied win­dow and did not copy the web­hook link, you can get back to it from the list of cre­at­ed web­hooks by the link https://yourac­count/​devops/​list/​. Or you can cre­ate a new one.
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How to migrate from Planfix to Worksection?

Go to Account > Import section and choose import from Planfix. Then enter the name1 (for example, youraccount part for youraccount.planfix.com), API key2 and token3 of your Planfix account, and click «Import»4.
 


Getting API key and Token in Planfix

Follow the next link

https://youraccount/?action=api&type=1
, where youraccount now is the full name of your Planfix account. Log into your Planfix account if it asks you and click «Enable and get API keys».




To copy the API key, click the name of the field it belongs to: 




To get a token, click «Create new token»:




Enter an arbitrary token name1 and save it2:




Next, click on the row of the created token:




Now copy the token by selecting it with the mouse:




Note If necessary, after completing the import of data into Worksection you can reset the API key by clicking on the "pencil"1 and delete the token by hovering over the token row and clicking on the appeared "basket"2.




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How to migrate from Megaplan to Worksection?

Go to Account > Import section and choose import from Megaplan. Then enter name1 and credentials2 of your Megaplan account, and click «Import»3. 



☝ Attention! Megaplan has more task levels than Worksection. During data migration, a numeration in titles of imported subtasks will be added. In Worksection all tasks of the third and higher level will be displayed as subsubtask1, but the numeration in the title2 will show the level they had in Megaplan.


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How to transfer data from one Worksection account to another?

In Work­sec­tion, you can trans­fer data from one account to another.

To do this, you should first cre­ate an Access Key in the account you want the data to be copied from, and then insert it into the account, where this data should appear. 

Cre­at­ing Access key in Worksection


Go to Account > Secu­ri­ty sec­tion, acti­vate Copy to anoth­er account switch but­ton1 and click «Cre­ate key» 2. You can cre­ate mul­ti­ple keys.

Per­mis­sions Cre­at­ing Access keys is avail­able only to Account Own­er.



Select the required projects1 and con­firm key cre­ation2:



The gen­er­at­ed key will appear down the list. Click the spec­i­fied field to copy it:



Note If nec­es­sary, for any key you can change the list of projects avail­able for import1, and after the data import is com­plet­ed, it can be delet­ed2.



Import­ing data to anoth­er Work­sec­tion account


Go to Account > Import sec­tion in the account you want the data to be copied to. Click Work­sec­tion tab, paste the key in the field1 and click «Import» 2.



Select the required projects1 and options2, and then con­firm copy­ing3.



Tip Click the fold­er name to select all the projects belong­ing to it. 


Import options

Com­ments – imports open and hid­den project comments.

Files – imports open and hid­den project files. If the files are locat­ed on FTP, Google Dri­ve or attached via the ​“Pre­vi­ous­ly uploaded” func­tion­al­i­ty, then links to such files are replaced with phys­i­cal files.

Costs – imports time and finan­cial costs along with their description.

Labels – imports task labels and stages.

Project fold­ers – cre­ates the same fold­ers, where projects were locat­ed in anoth­er account. If this option is dis­abled, then projects are placed into the main team folder.

Invite to account – sends invi­ta­tions to project par­tic­i­pants. If the option is dis­abled, then they are added to Contacts.

Save roles – saves the role grant­ed to the par­tic­i­pant, as well as the set of rights. If the option is dis­abled, then the User role is granted.

Cre­ate teams – cre­ates the same teams and depart­ments, where invit­ed par­tic­i­pants were locat­ed in anoth­er account. If this option is dis­abled, then mem­bers are added to the main team.

☝️ Please note! The fol­low­ing data is not transferred:

– project stages and col­or tags;
– project history;
– con­tacts, whose cards are men­tioned in projects;
– state of pinned images;
– respon­si­ble for task stages;
– link between stages («next stage» functionality);
– user per­son­al work schedule.
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How to export data for migration from Worksection?

You can export all the data of your Worksection account (projects, tasks, comments, costs, etc.) to an XML file, which can later be used in another system.

You can download the specified file according to this instruction.

Note! It contains links to all downloaded files, but not the files themselves.
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How to migrate from MS Project to Worksection?

Migra­tion from MS Project is done project by project. 

Save all projects from MS Project to sep­a­rate XML files.

Cre­ate a new project in Work­sec­tion.

Open the import win­dow via the project menu: 

Import the tasks of this project from the cor­re­spond­ing file.

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