How to Switch From Notion AI to ClickUp: Migration Steps and Gotchas

ClickUp has a built-in Notion importer, but the move is not lossless. Relations, formulas and permissions do not transfer. Full steps inside.

By Galactic News Editorial · Published 2026-11-12T10:26:04+00:00 · Updated 2026-11-12T10:26:04+00:00

How to Switch From Notion AI to ClickUp: Migration Steps and Gotchas

You can move out of Notion and into ClickUp with a built-in importer. Export the old workspace as HTML, upload the file, and match users. Databases become Lists. Pages become Docs. The move is not lossless. Relations, rollups, formulas, page history, and permissions stay behind. This tutorial walks through the full migration, step by step, and flags every gotcha before it catches you.

Switch From Notion AI to ClickUp: What Moves and What Does Not

The destination ships a dedicated importer for the old tool. It runs on every plan, including the free one. Imports are unlimited on every plan. That makes the move cheap to attempt. The cost comes later, in the work you must rebuild by hand.

Here is what the importer carries over. Databases arrive as Lists inside a single Folder. Each database row becomes a task. Database fields convert to Custom Fields. Pages arrive as subpages inside a single Doc. Wikis can convert into wikis at the document level after import. Page comments carry over if they were included in the export.

Here is what does not transfer. Relations, rollups, and formulas do not import. Rebuild them with Relationships, Formula Fields, or Automations. Inline database task descriptions and comments do not import. Attachments do not carry over. Page history stays behind. Permissions do not migrate. Button fields are not supported. Some formatting flattens into plain text or bullet points.

The cost picture changes too. Full assistant access on the old tool now requires the Business plan at $20 per member per month billed annually, or $24 billed monthly. The old $10 add-on was retired in May 2025. The new home charges separately for its assistant. Brain costs $9 per user per month as an add-on. Everything costs $28 per user per month. The new home itself starts free. Free Forever costs $0 with unlimited tasks and members. Core is $9 per user per month billed annually. Business is $17 per user per month billed annually.

Step-by-Step: Run the Migration

Work through these steps in order. Do not cancel the old plan until the last step.

1. Audit the old workspace. List every database, wiki, and page that matters. Note which databases use relations, rollups, or formulas. Those need rebuilding. Delete or archive dead pages first. A smaller export imports faster and cleaner.
2. Export the old workspace. Open Settings in the sidebar, then General under Workspace. Choose Export all workspace content. Set the export format to HTML. Set Include Content to Everything. The download link arrives by email and expires after 7 days. Large workspaces take a while.
3. Create a home for the import. Set up the new workspace first. Create a Space for the migrated content, or let the importer create one. Keep migrated content separate from live work until you have checked it.
4. Start the import. In the new workspace, click your avatar and select Settings. Open Imports and Exports. Select Notion as the import source. Upload the HTML export file you made in step two.
5. Map your users. The importer asks you to match old users with new members. You can match them with existing members, invite them into the Space, or import them as inactive users. Map carefully. Wrong mapping misdirects task assignments.
6. Run the import and wait. Small imports finish in minutes. Large exports with many pages and databases take longer. Do not edit the imported content while the import runs.
7. Check the structure. Confirm that each database landed as a List in one Folder. Confirm that docs landed as subpages in a single Doc. Open a few Lists and check that fields became Custom Fields. Many fields arrive as plain Text Custom Fields, so check that each one still behaves as expected.
8. Rebuild what the importer dropped. Recreate relations with Relationships. Recreate formulas with Formula Fields. Recreate rollups with Automations or Formula Fields. Convert imported pages into wikis where needed. Reset permissions for every Space, Folder, and List, since permissions did not migrate.
9. Re-attach files and fix formatting. Re-upload attachments that did not carry over. Fix text that flattened into plain bullets. Check tables, callouts, and embedded content page by page.
10. Test with your team, then cancel the old plan. Run real work in the new workspace for a week. Confirm tasks, views, and automations behave as expected. Only then cancel the old plan. Keep an export file as a backup in case something was missed.

Gotchas That Catch Most Migrations

The importer works, but five traps catch almost every team.

• Relations break silently. A content calendar linked to a campaign tracker loses the link. The data arrives, but the connection does not. Rebuild every relation by hand.
• Fields lose their type. Most imported fields become Text Custom Fields. Dates, numbers, and select lists may need retyping before filters and views work again.
• Everything lands in one place. All databases go into a single Folder. All docs go into a single Doc. Large workspaces need reorganising after import.
• Permissions reset. Everyone imported becomes a follower on imported tasks. Access rules do not carry over. Set permissions again before the team starts working.
• History is gone. Page history and version history stay behind. If you need an audit trail, export it before you cancel.

One more limit matters for documents. The importer caps HTML file imports into Docs at 10 MB. Very large single documents may need splitting before import.

Notion AI vs ClickUp AI: What Changes

Moving tools also changes the assistant bill. On the old tool, full assistant access is bundled into the Business plan. Each Business seat includes 1,500 Standard credits and 500 Select credits per month under the credit system introduced in October 2026. Extra credits cost $10 per 1,000 per month. Free and Plus workspaces get only a limited trial.

On the new tool, the assistant is an add-on on top of the plan price. Brain adds $9 per user per month. Everything adds $28 per user per month. A Business seat with Everything costs $45 per user per month. Budget the add-on for the whole workspace. Billing covers every paid member, not just the people who use the assistant.

One pricing wrinkle: some older workspaces still show the legacy tiers, Unlimited at $7 and Business at $12 per user per month billed yearly. Check the prices shown in your own billing page before you budget.

Bottom Line

To switch from Notion AI to ClickUp successfully, treat the move as a weekend project, not a one-click job. The importer handles pages, databases, and users. It drops relations, formulas, permissions, attachments, and history. Budget a day for rebuilding those by hand. Run both tools side by side for a week before you cancel the old plan. And price the assistant change before you commit, since the old tool bundles its assistant into Business while the new one sells it as a per-seat add-on.