Migrating from Pipefy without a freeze week

Migrations get postponed because of the freeze. Nobody touches anything while the move happens. Track40’s importer is built so you don’t need one.

Imports run in the background

You point the Pipefy importer at a pipe and it runs as a background job. A large pipe blocks neither the UI nor your team. Keep working in the old tool until you’re ready to cut over.

Owner-only, by design

Imports are owner-only. A migration rewrites the structure of a workflow, from phases and fields to validation rules, so the person responsible for it starts the job.

What comes across

Pipe structure and cards map onto Track40’s model. Phases become phases, fields map to the closest of the 17 field types, and cards land in the right phase. Once it’s in, the things Pipefy charges extra for, such as SLA calendars, formula fields and cross-field validation, work on the same data.

How to sequence it

1. Import into a fresh pipe and review the field mapping.
2. Rebuild the SLAs and validation rules. This pass is where you tighten the process.
3. Run both in parallel for a few days.
4. Cut over and archive the old board.