- Can I migrate to Worksection from other project management systems?
- How to migrate from Jira to Worksection?
- How to migrate from Asana to Worksection?
- How to migrate from Trello to Worksection?
- How to migrate from Wrike to Worksection?
- How to migrate from Basecamp to Worksection?
- How to migrate from Bitrix24 to Worksection?
- How to migrate from Planfix to Worksection?
- How to migrate from Megaplan to Worksection?
- How to transfer data from one Worksection account to another?
- How to export data for migration from Worksection?
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 file1 and click «Import»2.
Follow the next link
https://youraccount/issues/, where youraccount is the name of your Jira account. If necessary, use filters1 to choose the projects and tasks you need to export, then click «Export»2 and select «Export to XML»3.
How to migrate from Asana to Worksection?
How to migrate from Trello to Worksection?
How to migrate from Wrike to Worksection?
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.
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 field1 and click «Import»2.
Creating Webhook link in Bitrix24
Follow the next link
, 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 changes2 and copy the webhook link by selecting it with the mouse3:
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.
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
, 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.
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.
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.
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:
– porject 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.
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.