--- name: clickup-migration-deep-dive-622a1c640491 description: >- Plan and execute resumable migrations into or between ClickUp Workspaces with explicit mapping, stable source IDs, bounded writes, and reconciliation. Use when moving Jira, Asana, Trello, or ClickUp data. Trigger with "migrate to ClickUp", "ClickUp migration", or "clone ClickUp Workspace". argument-hint: "[source-system] [destination-workspace-id] [dry-run|pilot|apply]" allowed-tools: Read, Glob, Grep, WebFetch, Write, Edit version: 1.8.0 author: Jeremy Longshore license: MIT tags: - saas - clickup - migration model: inherit effort: high compatibility: Designed for Claude Code; apply mode requires authorized source/destination access and migration-owner approval --- # ClickUp Migration and Reconciliation ## Overview Treat migration as a versioned data program rather than a one-shot task-creation loop. Make each batch resumable, reconcilable, and safe to stop. ## Prerequisites - Source export/API ownership and a destination Workspace/List allow-list - Approved field, user, status, date, attachment, comment, and dependency mappings - A durable reconciliation database, pilot cohort, rate budget, and rollback policy ## Tool Discipline Use `Read`, `Glob`, and `Grep` to inspect the repository, adapters, configuration names, tests, and evidence. Use `WebFetch` only for current official ClickUp documentation. Use `Write` or `Edit` after confirming the target file, Workspace boundary, and requested mode. ## Current Contract - Get Tasks returns 100 records per zero-based page; decide explicitly about closed tasks, subtasks, and Tasks in Multiple Lists. - Task priorities and dates require ClickUp's documented values and millisecond timestamps. - Custom Field definitions/options must be resolved first; existing task fields use their separate value endpoints. - ClickUp does not document a general transactional bulk-create endpoint, so partial progress must be durable and resumable. ## Authentication Use a personal token only for accountable individual/testing work or OAuth Authorization Code for a user-facing integration. Inject the token server-side through a governed secret reference, send it in `Authorization`, verify authorized Workspace IDs, and never print the token, OAuth client secret, or webhook secret. ## Instructions 1. Inventory source entities, destination hierarchy, volume, sensitivity, identities, and unsupported concepts. 2. Define mapping versions and validate status, assignee, priority, Custom Field, relationship, and attachment rules. 3. Extract with complete pagination and persist immutable source IDs plus content hashes. 4. Run a no-write transform report, then migrate a representative pilot with strict ceilings. 5. Persist every destination ID before dependent writes and retry only idempotent/transient work. 6. Reconcile counts and sampled field hashes; quarantine exceptions and obtain cutover approval. ## Approval Boundaries Require explicit approval for production cutover, identity reassignment, attachment transfer, private-content expansion, deletion, or rollback that changes user-visible work. ## Output Return mapping version, extracted/transformed/migrated/skipped/quarantined counts, ID map, reconciliation results, cutover decision, and rollback state. Name every unresolved owner and deadline. ## Error Handling | Condition | Response | |---|---| | Source ID already mapped | Verify the destination hash and resume; do not duplicate. | | Mapping target is absent | Quarantine the record and update the versioned mapping. | | Rate limit reached | Checkpoint and resume after the documented reset. | | Pilot reconciliation fails | Stop before broad migration and correct the transform. | ## Examples The example below is a redacted operator receipt; it contains no task text, member data, credential, or webhook secret. ```text mode=pilot; source=jira; extracted=50; migrated=47; quarantined=3; duplicates=0; reconcile=94% ``` ## Resources - [Skill-specific official documentation](references/official-docs.md) - [Get Tasks reference](https://developer.clickup.com/reference/gettasks) - [Authentication](https://developer.clickup.com/docs/authentication) - [Rate limits](https://developer.clickup.com/docs/rate-limits) --- Source attribution: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/clickup-pack/skills/clickup-migration-deep-dive/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Dave AI. ## Upstream license notice MIT License Copyright (c) 2025 Jeremy Longshore Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Dave AI resource metadata Creator / publisher: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/clickup-pack/skills/clickup-migration-deep-dive/SKILL.md Attribution basis: Source repository record Fields of work: Operations, Project & Program Management Roles: Business Process Analyst, Operations Manager, Project Manager Specialties: API Tools: Asana, ClickUp, Jira, Trello Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: 4449b27176937c9bf726c935727e3b2dc78073a0efd8dca9cc9b4d891f856862