You use CRM + HR + Sales; ClickUp does two of them lightly
ClickUp's agents work on tasks and docs; Odexy AI also creates CRM leads, drafts invoices and updates HR records, because every action is the same schema the UI uses.
Move from ClickUp
Leave ClickUp without losing anything.
Teams typically leave ClickUp for one of two reasons: they want depth in the modules they use most, or they want one AI working across the whole business, not one tool. Odexy ships both. Here's how the move goes.
Why teams leave
Every migration starts with a specific reason.
Your finance team runs a separate stack anyway
Most ClickUp shops end up on QuickBooks or Xero for invoicing + payroll. Odexy subsumes both — one company record joins CRM deals to accounting entries with real SQL.
Your customer-facing surface is a workaround
ClickUp Forms + public docs are workarounds. Odexy ships a first-class client portal (contracts, invoices, tickets, projects) branded per operator.
You want one AI across every module
ClickUp Brain and its agents work inside ClickUp; Odexy AI works across every module. Same actions your team uses; same permissions; same audit log.
Import matrix
What flows over automatically. What needs a hand. What has to be re-created.
| Data | How it moves | Status |
|---|---|---|
| Spaces + folders + lists | Each CSV export imports into a project you choose; its lists become that project's sections | Assisted |
| Tasks + subtasks + custom fields | CSV import with column matching: statuses, priorities, dates, tags and subtasks carried over; assignees matched by email or name; other fields kept on each task | Automatic |
| Docs + wiki pages | Markdown-first import; tables + embeds preserved | Assisted |
| Comments + activity history | Comment threads imported to the destination entity | Assisted |
| Attachments | ClickUp file URLs re-hosted in Odexy Drive; original URLs replaced | Assisted |
| Users + permissions | User import via CSV; role mapping to Odexy blueprints (owner/admin/manager/employee) | Assisted |
| Time tracking | Time entries import to HRM Time Tracking; historical rows preserved | Assisted |
| Automations | Recreate in Odexy Automation — same triggers + steps concept, better composition | Manual |
| Custom dashboards | Rebuild via saved DataTable views; per-user URL-persisted | Manual |
The honest version
What actually breaks — before it costs you a Monday morning.
- ClickUp automations are re-created, not imported. Our Automation module maps to the same when-then shape but the node vocabulary is different. Expect 1-3 hours per automation for a team of average complexity.
- ClickUp custom fields with formulas depending on ClickUp-specific functions (
=IF_CHECKEDetc.) need manual porting. Simple field-math + string-concat imports cleanly. - Historical time-tracking data below the assisted-migration threshold (< 10k rows) imports in the same batch; larger histories run as a dedicated backfill job (usually overnight).
- ClickUp Chat threads DO NOT import — Odexy Chat is thread-per-entity, so the mental model is different. New chats start fresh; old ClickUp chats stay accessible read-only in your ClickUp workspace during the parallel period.
- ClickUp Docs with complex embeds (Whimsical / Miro / Figma iframes) import as prose blocks with an "original embed" link — the iframes need re-adding via the CMS embed block.
Timeline
What the first two weeks look like.
- 01Day 1
Kickoff call
Named migration engineer walks your data. We produce a per-workspace import plan.
- 02Days 2-4
Sandbox import
Full data replay into a dedicated Odexy sandbox tenant; your team walks the result.
- 03Days 5-8
Automation + dashboard re-creation
We rebuild your top 10 automations + dashboards; you review + tweak.
- 04Days 9-14
Parallel period
Both systems live; ClickUp read-only for the team, Odexy receives new writes. Bugs surface here.
- 05Day 15
Cutover
ClickUp → export-only archive. Odexy is the source of truth. Post-cutover support for 30 days.