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Migrate basecamp 2 to basecamp 3

  • All customers on the account, together with the corporate/org they belong to
  • Messages
  • To-dos
  • Recordsdata
  • Paperwork
  • Forwarded emails
  • Non-recurring occasions
  • And any feedback posted to the above
  • Individuals’s superpowers (Admin, Billing liaison, and so on.) gained’t be moved over
  • Teams/departments for folks gained’t be moved over
  • If a doc has revisions, the outdated variations gained’t be moved over
  • Recurring occasions gained’t be moved over
  • Tags for recordsdata gained’t be moved over
  • Standalone calendars will not be moved over
  • Templates will not be moved over
  • Shopper initiatives don’t transfer over however we have now a workaround for you

Many corporations (like ours) have switched from Basecamp 2 to three by merely leaving all our initiatives in Basecamp 2, and treating it as a long-term archive. As a result of Basecamp 2 will proceed to run until the top of the web, and since we’ll allow you to hold your Basecamp 2 account without spending a dime, you may observe this strategy too. Simply deal with Basecamp 3 as a contemporary begin, and start every little thing new over there. 🌟

Others wish to take the alternative strategy, and convey their complete historical past over to Basecamp 3. That approach it’s going to all be in a single place.

See more: Migrate basecamp 2 to basecamp 3

You would possibly discover it useful to do a little bit of each! Choose up the belongings you’re at present engaged on and convey them over to Basecamp 3 — every little thing else can keep in Basecamp 2. When you hold some initiatives in each locations, bear in mind that your whole Basecamp 2 customers and purchasers may also be added to your Basecamp 3 account whenever you migrate a challenge over. This can be a nice web page for folk on each accounts to bookmark: bnok.vn/signin. This can give somebody the choice to click on into Basecamp 2 or 3, proper off the bat.

To maneuver a challenge from Basecamp 2 to three, you may should be the proprietor of the Basecamp 2 account, and both an admin or proprietor in Basecamp 3. Get began by heading to Adminland:

Then click on Transfer initiatives from Basecamp 2 to Basecamp 3:

On the subsequent web page, learn by means of the explanatory textual content till you see the OK, I’ve acquired all that button. Click on that button!

On the subsequent web page, you may see textual content explaining what strikes over. Search for the inexperienced button on the backside of that web page that claims Obtained it, I am able to get began button:

You possibly can migrate initiatives from any Basecamp 2 account you personal. When you’re on a number of Basecamp 2 accounts, you may be requested which one you would like to maneuver initiatives from.

Everybody on the account will transfer to Basecamp 3 as quickly as you migrate a challenge. Yep, everybody! Moreover, all customers and purchasers on the account can be moved over as common, non-client customers in Basecamp 3. It’s because Basecamp 2 and Basecamp 3 deal with purchasers in several methods. The migrated customers will not have challenge entry till you both invite them to a challenge or migrate their Basecamp 2 initiatives as effectively.

After that you will see an necessary reminder, adopted by a listing of initiatives:You possibly can transfer over energetic and archived initiatives. Any archived Basecamp 2 initiatives you progress will keep archived in Basecamp 3. Tasks which can be within the trash cannot be moved over.

Click on the Transfer over button to begin transferring a challenge over:

Moving Projects from Basecamp 2 to Basecamp 3

Please be affected person, particularly should you’re transferring a challenge with plenty of recordsdata. These can take a while to maneuver! You may get an e mail as soon as your challenge is in Basecamp 3.

As soon as every little thing has been moved over, your Basecamp 2 challenge can be archived, and you will see your challenge in Basecamp 3.

Basecamp 3 is a reasonably large change so we do not routinely import purchasers. (Here is how working with purchasers in Basecamp 3 appears to be like! 🤩) You may must take away the purchasers and switch consumer entry off.

In Basecamp 2:

  • Click on Invite extra folks after which click on The Shopper tab.
  • Take away any and all purchasers proven there.
  • Click on Flip this selection off.

Moving Projects from Basecamp 2 to Basecamp 3

Now again to Basecamp 3! You possibly can observe the information to maneuver non-client initiatives from Basecamp 2 to Basecamp 3.

Will folks be notified in regards to the challenge transferring?

Nope. We do not do something to inform folks that you have moved a challenge from Basecamp 2 to three. However as soon as the transfer has completed, they will have entry to the brand new Basecamp 3 account, and so they’ll see it of their record of accounts on Launchpad.

Will everybody in my Basecamp 2 account be added to Basecamp 3?

Nearly! Anybody who created content material within the Basecamp 2 challenge, together with purchasers, can be routinely added to your Basecamp 3 account whenever you import your first challenge. Purchasers could seem as group members however the help group is completely happy to assist convert these of us.

What if I alter my thoughts, and wish to return to Basecamp 2 for my challenge?

No downside! You possibly can merely unarchive your Basecamp 2 challenge, and decide up the place you left off. That mentioned, something you added to the challenge in Basecamp 3 will not be mirrored in Basecamp 2.

Will I’ve to maintain paying for Basecamp 2?

It relies upon. If you wish to hold creating new initiatives in Basecamp 2, you may must hold paying for it, in any other case you may hold it without spending a dime. The following web page on this information offers you a full rundown.

Can I transfer initiatives over from Basecamp Traditional to Basecamp 3?

Kinda. There isn’t any direct solution to transfer your initiatives from Basecamp Traditional straight over to Basecamp 3. If you would like to although, you may transfer your Traditional initiatives over to Basecamp 2, after which from Basecamp 2 over to three.

When you do transfer initiatives from Traditional to Basecamp 2 to Basecamp 3, you will want to attend till you’ve got moved your Traditional initiatives to Basecamp 2 earlier than you place Basecamp 2 on a free, preserved plan.

Subsequent up: How you can hold Basecamp 2 without spending a dime →

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