Migration guide
Migrate from Wrike to Planoda
Wrike is a capable enterprise work-management suite, but its folders, blueprints, and custom workflows take days to configure and the UI gets busy fast. This guide moves your tasks and folders into Planoda's keyboard-first tracker — cycles, estimates, and code links included — without the configuration tax.
Updated
Migration in short
- Migrating from Wrike to Planoda is a 7-step path: export, map, import, verify, then cut over.
- Start by exporting from Wrike — Export from Wrike, then map every field to its Planoda equivalent.
- 9 Wrike concepts map onto Planoda fields (issues, workflow states, cycles, estimates, labels, and more), previewed before anything is written.
- Run both tools in parallel for a short overlap, reconcile the counts, then make Planoda the system of record — no work is left behind.
Step by step
How to move from Wrike
Export from Wrike
Export each folder or project to Excel from the folder menu (⋯ → Export to Excel), which pulls tasks with their statuses, assignees, due dates, and custom fields. For large spaces or full subtask hierarchy, the Wrike API streams tasks with their parent/child relationships.
Map folders, statuses, and custom workflows
Wrike spaces map to Planoda teams and folders/projects map to teams or boards. Translate each custom workflow's statuses onto Planoda workflow states — migration is the moment to collapse an over-engineered status set down to the stages that reflect real work.
Translate custom fields and approvals
Map Wrike custom fields to Planoda labels or typed issue properties, and carry assignees and due dates straight across. Approval blueprints and request forms become Planoda no-code automations; anything without a clean home can append to the issue description.
Import into Planoda
Drop your cleaned export into the CSV importer, or push records through the public REST API for large or incremental loads. The importer previews the mapping and flags any rows that need attention before anything is written.
Verify the imported data
Spot-check a sample of issues against the source: titles, assignees, states, priorities, comments, and links. Run a count reconciliation so the totals match before you trust the new workspace.
Run both tools in parallel
Keep the old tool read-only for a short overlap window while your team learns the new workflows. Route all new work into Planoda so nothing is created in two places.
Cut over and archive the source
Once the team is comfortable and open work is in sync, freeze the source tool, export a final backup, and make Planoda the system of record. Update bookmarks, integrations, and team docs.
Field mapping
What maps to what
How Wrike concepts map onto Planoda.
| Wrike | Planoda |
|---|---|
| Space | Team |
| Folder / Project | Team / Board |
| Task | Issue |
| Subtask | Sub-issue |
| Custom workflow status | Workflow state |
| Custom field (effort) | Estimate |
| Milestone / Phase | Cycle / Project |
| Importance (priority) | Priority |
| Assignee | Assignee |
Pro tips
Make the move smoother
Export to Excel with custom fields enabled — recovering a dropped effort or priority column later is far more painful than over-exporting once.
Use migration to prune Wrike's custom-workflow sprawl down to the states that reflect real work.
Reach for the Wrike API when subtask hierarchy and relationships matter; Excel is fine for flat task lists.
FAQ
Migrating from Wrike — FAQ
A note from the founder
“I'm building Planoda in the open and putting my name on it. No borrowed logos, no invented stats — just the work, shipped and auditable. If it doesn't earn your trust, tell me.”
Dmitrii Selikhov is the founder of Planoda and a lead full-stack engineer with 15+ years building developer tools and leading teams as a technical lead, software architect, and CTO.
Still deciding?
Make the switch
Leave Wrike behind this weekend.
Bring your Wrike export — we'll match every workflow, field by field.