If you have been using a different project management tool, and would like to transfer your project data over to BasicOps, you have the ability to do so. BasicOps will import data from popular applications such as “monday.com”, “Trello”, and “Asana”. This article describes how to import your projects from these data sources.
There are two ways to initiate a project import:
- Clicking the “+” icon next to Projects in the left hand side panel
- Selecting “Import” from the Admin menu
The first method is done by clicking on the “+” icon next to Projects in the left hand side panel. A popup window will be displayed entitled “Add Project”. Select “Import Existing Project” from the menu.
You will next see the Import Existing Project popup window as shown below. At the bottom of the window you will have the option to import your project from three different applications - Asana, monday.com, and Trello.
The second method to initiate an import is from the Admin option in the left hand side panel. You will see the following screen.
Using either method, select the application you wish to import data from.
If you select Asana or Trello, you will need to authorize BasicOps to have access to your data. Click on the ‘Allow’ button when prompted. (If you haven’t signed in to the application before starting the import, you may have to sign in first.)
If you select monday.com, you will need to use an API token to connect and access your data. Special Instructions on how to import from monday.com are given below.
Click on yes and your import will start. You will see the following screen.
After a few moments, your data transfer will be complete.
Tip: We recommend that data be imported once to avoid duplicating information and data.
Special monday.com Instructions:
monday.com requires the use of an API token in order for you to access and import data.
To generate the API token, you will first need to log in to monday.com. Then you will need to click on your user icon. From the user menu, select Admin, API, and then copy the generated API token.
Go back to BasicOps and start the monday.com import. You will be prompted to enter the token. After you enter the token in BasicOps, click on ‘Start Import” and your project data will start transferring.
The image below shows the start of an import from “monday.com”.