Data Migration Guide
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- What are the steps in the process of a Migration?
- When is it possible to perform a Migration?
- What happens when a Workspace is migrated into an Organization?
- What happens when an Organization is migrated into an Workspace?
- What happens when an Organization is migrated into an Organization?
- What are the caveats of a Migration?
- Recommendations before commencing the Migration
- How to request a Migration
What are the steps in the process of a Migration?
The Workspace /Organization that we copy the data from is referred to as the source domain, and the Workspace/Organization where the data is moved to is referred to as the destination domain. The source domain is generally the space with the smallest number of tasks and projects. Occasionally the Migration team might recommend an alternative depending on the tier of paid subscriptions and their current usage.
Once a source Organization is migrated to a destination Organization, the destination Organization will automatically inherit the email domains associated with the source Organization.
It is a requirement that the company confirm that they own a domain before adding it to their organization.
When is it possible to perform a Migration?
A Migration is possible to perform once you have decided to fully migrate all data from the space of your choosing (Workspace or Organization) to another. It’s not possible to only migrate specific teams or projects as all exported data under the space must be included within the migration.
Also important to note is that at least one of the spaces, either the source or destination, has to be an Organization.
The Personal Projects Organization cannot be used as a source or destination domain.
Although it’s possible to migrate an Organization into an Organization, it is not possible to migrate a Workspace to a Workspace. Only Organizations can facilitate several teams. A Workspace, however, can only support one team.
What happens when a Workspace is migrated into an Organization?
In this instance, a new team is created in the Organization containing all the data from the source Workspace. Users of the source Workspace who are not already a Member of the destination Organization will become Guests and lose access to paid features.
What happens when an Organization is migrated into a Workspace?
When an Organization is migrated to a Workspace, firstly the email domain is carried over. This automatically converts the Workspace into an Organization, and also copies all of the Teams and its data into the newly created Organization. Users of the destination Workspace who are not already a Member of the source Organization will become Guests and lose access to paid features.
What happens when an Organization is migrated into an Organization?
The email domain(s) associated with the source Organization are added to the destination Organization. All the Members of the source Organization are added as full Members of the destination Organization. All teams and their data will be copied into the destination Organization.
What are the caveats of a Migration?
Process and Duration
During the migration process, the source domains will be taken offline and made inaccessible until the migration has been completed. Although the destination will remain available, we do not recommend making changes to the newly imported teams until the migration is complete.
The duration of the migration may vary depending on the volume of data in the source domain. The migration team will be able to provide you with an estimation of the migration process.
In rare cases, migrations get stuck or halted. In this instance, our engineering team located in San Francisco (Pacific Standard Time) will work on repairing the issue in question and resume the migration as soon as they are online.
All objects within Asana have a unique ID. These IDs will change for all objects being copied over from the source domain.
Deleted objects such as teams, projects and tasks will not be copied. Custom fields will be imported. However, if a custom field in the source domain has the same name as a custom field in the destination domain, we will attach a code to the field name. This is because two custom fields in the same Organization cannot have the same name.
This may break integrations and will change URLs for Asana Forms as well as externally shared links including Shareable Invite Links.
Privacy and Security
Our engineers may need to look at your data during the import, but our general privacy and security policies will still apply. We assure you that data will be kept on our secure servers and not downloaded to a laptop or any other external device.
Teams will retain their source domains privacy setting, with both projects and tasks from the source domain remaining private.
Paid plans associated with the source domain are not migrated to the destination domain. Our migrations team will work with you to find the best solution for paid plans.
Recommendations before commencing the Migration
When migrating from an Organization to another Organization, make sure that Users have merged their accounts to avoid duplicated memberships. If Google SSO or SSO SAML are active within your Organization, ensure that you have made the necessary changes on your end to prevent being locked out post-migration.
It is important to notify your team that the source domain will not be accessible and that recently copied data should not be altered before everyone has received confirmation that the migration has been successfully completed.
How to request a Migration
To schedule your migration, please fill out this request form and the Migration team will be in touch within the next 24 business hours.