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
- Inventory source entities, destination hierarchy, volume, sensitivity, identities, and unsupported concepts.
- Define mapping versions and validate status, assignee, priority, Custom Field, relationship, and attachment rules.
- Extract with complete pagination and persist immutable source IDs plus content hashes.
- Run a no-write transform report, then migrate a representative pilot with strict ceilings.
- Persist every destination ID before dependent writes and retry only idempotent/transient work.
- 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.
mode=pilot; source=jira; extracted=50; migrated=47; quarantined=3; duplicates=0; reconcile=94%