How do we properly migrate from Trello Free to Trello Premium?

[Chip Gettler]

Hi Trello Community,

I’m seeking guidance on how to properly migrate from Trello Free to Trello Premium for a small team. Here's my situation:

I have a Marketing Manager who is leaving the company. She and two of her team members have been using Trello Free (with their own boards and workspaces), sharing the information with the marketing manager.

I’d like to purchase Trello Premium and consolidate their existing boards/workspaces under a single Premium workspace where I am the admin.

My goal is to build a team of 10 total employees in this Premium workspace to collaborate on shared projects going forward.

Questions:

What is the cleanest way to migrate those users and their existing boards into a new Premium workspace without losing any data or board structure?

Can I invite them into Premium and then “pull” their boards into the Premium workspace after?

Will board ownership or permissions need to be manually reassigned during the move?

Should the Marketing Manager initiate the transfer before she leaves, or can I handle that once she's gone (assuming she’s still an admin on those boards)?

Any best practices or pitfalls I should know about when setting this up for long-term team collaboration?

Thanks in advance for any help or recommendations!

[Gaurav Kataria]

It would make sense for you to create a new Premium workspace and then transfer all the boards from various other workspaces to that Premium workspace. Here is the step-by-step guide for setting up your new workspace https://support.atlassian.com/trello/docs/setting-up-your-premium-workspace/

A few things to keep in mind

• Only board admins can move their board from one workspace to another so make sure your existing employees transfer the boards to the new workspace and also make you an admin of those boards before they leave the company
  • https://support.atlassian.com/trello/docs/moving-a-board-to-a-different-workspace/
  • https://support.atlassian.com/trello/docs/making-a-user-an-admin-of-a-board/
• As you are the owner of the new Premium workspace you can setup the billing. The article below describes how billing works in detail
  • https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/
• Once you have all the boards in the new workspace, then you can remove other members that don't need to be in the new workspace (otherwise, you will be charged for them)

Have fun!