Migration guides
Pick your current tool for a step-by-step playbook: export your data, map every field to Planoda, import cleanly, verify, and cut over with nothing left behind.
The migration playbook
Every guide follows the same safe path so you never lose data or momentum.
Pull a full CSV or API export from your source.
Match every field to its Planoda equivalent.
Load via the CSV importer or REST API.
Reconcile counts and spot-check the data.
Run in parallel briefly, then make the switch.
Make the switch
Bring your export from any tool — we'll match every workflow.