Self-hosted ClickUp alternative for EU data residency

Self-hosted ClickUp alternative for EU data residency: the short answer

If your organization is subject to EU data protection rules and needs ClickUp data kept inside the EU, you have probably found that data residency, SAML SSO and audit logs sit on ClickUp's Enterprise plan. Self-hosted Plane or OpenProject, run in your own data center or in an EU provider's data center, can meet the residency requirement, and both offer single sign-on and audit options on their self-hosted editions. Those options are not the same on each product, so check them against your own requirements before you choose.

On the Plane side, SAML and OIDC are listed for self-hosted Pro and above, while LDAP and API-enabled audit logs are listed as Enterprise features, and the paid tiers require the Commercial Edition with a license key. On the OpenProject side, single sign-on (SAML, OIDC, CAS, Kerberos, Okta) and LDAP group synchronization sit in its Enterprise plans, while the Community edition is free. Confirm with each vendor which audit events are logged, where those logs are stored and how long they are retained, because the answer determines whether your audit evidence stays in the EU.

Residency is a property of where data is stored and where it can be accessed from, so the hosting decision matters as much as the software. Remote administration from outside the EEA, or storage in a cloud outside it, can count as a transfer under EDPB Guidelines 05/2021. DeployOpen plans, implements and hardens these deployments in your infrastructure and prepares the controls and evidence for your assessment, but it does not issue attestations or certifications. Whether a self-hosted setup meets your obligations is a conclusion your legal, compliance and security teams, and where needed an independent auditor, must reach.

What EU data residency requires from a project tool

Data residency for a project tool is more than where the database sits. The GDPR treats remote access from outside the EEA and storage in a cloud outside the EEA as transfers, so the questions cover who can reach the data, from where, and under which foreign laws. The cards below set out the rules and the checks that follow from them.

Transfers under Article 44

Article 44 of the GDPR requires every transfer of personal data to a third country, including onward transfers, to meet the conditions in Chapter V. Infringements of Articles 44 to 49 can carry fines of up to EUR 20 million or 4% of worldwide annual turnover. For a project tool, task assignees, comments and attachments usually contain personal data, so the first check is whether any copy, backup or support session falls under Chapter V. Confirm this with your data protection officer before choosing a host.

Remote access counts as transfer

The EDPB's Guidelines 05/2021 state that remote access from a third country is a transfer, even when the data is only displayed on a screen for support or administration. A vendor engineer in another country who troubleshoots your instance therefore creates a transfer. Ask your provider where its support staff sit, which access paths exist, and whether production access is logged and gated. Self-hosting inside an EU data center reduces this exposure only if vendor access is also controlled.

Storage outside the EEA

Storing data in a cloud outside the EEA is a transfer under the same EDPB guidance, which covers cloud storage, backups and replicas. Many SaaS project tools store data in several regions, and backups may be copied elsewhere by default. Ask for the exact storage regions, backup locations and subprocessors in writing, and check them against your records of processing. A self-hosted Plane or OpenProject instance on EU infrastructure lets you set these locations yourself.

Schrems II and the adequacy basis

On 16 July 2020 the Court of Justice of the EU, in Case C-311/18 (Schrems II), invalidated the EU-US Privacy Shield adequacy decision while holding that standard contractual clauses remained valid. The EU-US Data Privacy Framework adequacy decision, Commission Implementing Decision (EU) 2023/1795, covers only US organizations on the Data Privacy Framework List, and an appeal against the General Court's September 2025 judgment is pending as Case C-703/25 P. Check whether your processor is on that list and whether a fallback transfer mechanism exists.

Third-country access laws

The US CLOUD Act provision at 18 U.S.C. 2713 requires electronic communication and remote computing service providers to preserve or disclose data in their possession, custody or control, wherever it is located. A US-parent processor can therefore be subject to such demands even for EU-hosted data. Under GDPR Article 48, a foreign court order is enforceable in the EU only if it rests on an international agreement. Ask any US-parent vendor how it would respond to a demand, and document that assessment.

Assessing processor exposure

EDPB Recommendations 01/2020 state that where a cloud provider needs data in the clear and the destination's public authority powers go beyond what is necessary and proportionate, the EDPB cannot envision an effective technical supplementary measure. Example 12 of the Guidelines 05/2021 adds that an EU processor subject to third-country law is not itself a transfer, but complying with a third-country authority request would be. Record this exposure for every processor before you engage it. Self-hosting on infrastructure you control, with keys you hold, reduces the number of parties who can be compelled, though it does not remove the need for the assessment.

How Plane and OpenProject differ on residency, SSO and audit

The Community Edition is the AGPL-3.0 build. Its feature set matches the Free tier of Plane Cloud, so it is the lowest-cost route to a self-hosted install, but it also carries the fewest identity and audit controls. When you run it in your own data center or in an EU provider's account, the database, attachments and object storage stay in the infrastructure you operate. You choose the location of every component, which is the main residency lever on this edition.

Data location: PostgreSQL, Redis or Valkey, RabbitMQ and S3-compatible storage such as MinIO run where you deploy them, or on managed services in a region you contract.
Sign-in: SAML and OIDC are listed from the Pro plan upward, so a Community install does not include them.
Directory: LDAP support is an Enterprise feature, so Community has no LDAP integration.
Audit logs: API-enabled audit logs are an Enterprise feature. Confirm what the Community install records for administrator actions.
Plan limits: The Free plan includes 12 seats and needs no license key.

Confirm with Plane which events the Community install logs and how long they are kept, since those answers decide whether the edition fits your audit scope. Plane's editions documentation is the natural starting point.

Which self-hosted option fits which residency setup

This table compares five self-hosted options by license, SSO and LDAP, audit logs and the ClickUp migration path. Residency depends on where you host the platform, while SSO, audit logs and importers depend on the edition you choose, so read each row with that split in mind. Confirm current tier features with each vendor before you commit.

Option	License and cost basis	SSO, LDAP and audit logs	ClickUp migration path and trade-offs
Plane Community Edition	AGPL-3.0, free; matches the Plane Cloud Free feature set	SAML and OIDC start at Pro; LDAP and API-enabled audit logs are Enterprise features	ClickUp importer needs the Commercial Edition, so a Community install must switch first
Plane Commercial Edition	Proprietary; Free plan includes 12 seats; Pro is 6 to 8 and Business 13 to 15 US dollars per user monthly (Plane pricing)	SAML and OIDC from Pro; LDAP and API-enabled audit logs on Enterprise	Runs the ClickUp importer; proprietary code, so review license terms with counsel. Confirm importer access by tier
OpenProject Community	GPL-3.0, free; work packages, Gantt charts, agile boards and time tracking included	SSO, LDAP sync and SCIM are paid Enterprise features; confirm audit log scope	Confirm ClickUp import options; the documented migrator is beta and supports Jira Data Center only
OpenProject Enterprise on-premises	GPL-3.0 code; named-user pricing from 5.95 euros monthly on Basic with a 25-user minimum (OpenProject pricing)	SAML, OIDC, CAS, Kerberos, Okta, LDAP group sync and SCIM provisioning	Jira Migrator is listed from Basic up but remains beta; confirm any ClickUp route before planning
Redmine	GPL v2, free; version 7.0.2 released September 30, 2026	LDAP authentication is built in; confirm SSO and audit logging through plugins or add-ons	Confirm ClickUp import tooling; expect scripted or CSV-based migration of issues and wiki content

How to deploy Plane or OpenProject under an EU residency constraint

This sequence takes you from a data map to a documented, EU-hosted deployment with SSO, backups and a transfer analysis on file, so the residency decision is made and evidenced before any user data moves.

Map data categories and every processor location
Your data protection lead and the platform team list what ClickUp holds for you today: tasks, comments, attachments, Docs, user profiles and integration tokens. For each category, record where it is stored and which subprocessors touch it, including support access from outside the EU. The step is done when you have a written data map that names each location and each third-country access path, which EDPB Guidelines 05/2021 treat as a transfer even when a support engineer only views a screen.
Choose your own data center or an EU provider
Decide whether Plane or OpenProject runs in your own data center or in an EU-based provider's infrastructure. Ask any provider in writing where backups, logs and support sessions are physically handled, and which legal entity holds administrative access. The output is a hosting decision record. If the provider is a US-owned company, document the exposure to third-country access requests, since EDPB Recommendations 01/2020 say no effective technical measure can be relied on when a provider must access data in the clear under powers beyond what is necessary and proportionate.
Select the install method for your edition
Pick Docker Compose for a single-host deployment, or Kubernetes with Helm for high availability, for Plane. For OpenProject, choose Docker (recommended), a packaged .deb or .rpm install, or Helm. Plane's Kubernetes guide installs the Commercial Edition, so if you want the Community Edition, use Docker Compose or another method instead and confirm the edition in writing. The output is a chosen method and an edition decision, both recorded against your data map.
Size database, storage and hosts
Size the hosts from the vendor guidance: OpenProject suggests 4 cores and 4 GB RAM for up to 200 users, 8 cores and 8 GB for about 500 users, and 16 cores and 16 GB for about 1,500 users. For OpenProject, provision PostgreSQL 16 or later with the pg_trgm, btree_gist and unaccent extensions. For Plane, plan PostgreSQL, Redis or Valkey, RabbitMQ and S3-compatible storage such as MinIO, and decide whether each runs inside the cluster or as an external managed service in the EU. The check is a staging environment that meets your expected user count.
Configure SSO, provisioning and access controls
Connect your identity provider. On self-hosted Plane, SAML and OIDC sit on the Pro tier and above, and LDAP and API-enabled audit logs are Enterprise features. On OpenProject, single sign-on and LDAP group synchronization sit in Enterprise plans. Confirm each feature against the current pricing page before you commit to a tier, and test a login with a non-admin account. The output is a documented SSO configuration and a list of which users can sign in with which method.
Set up encrypted, EU-stored backups and restore tests
Configure scheduled backups of the PostgreSQL database and object storage, and store copies only in EU locations you have named in the data map. Encrypt backups and keep the key outside the backup target. Run a restore into a separate environment and confirm that tasks, comments, attachments and users come back. The step is done when a restore test passes and the runbook records who can initiate it.
Migrate, then document the transfer analysis
Import a pilot project before the full move. Plane's importers include ClickUp, but Plane's ClickUp importer needs the Commercial Edition, so check that edition choice in step three first. For OpenProject, its Jira Migrator is beta and does not support Jira Cloud, so use it only in test setups. Finish by writing a transfer impact assessment that cites the data map, hosting decision, subprocessor list and access controls, and having your DPO sign off. The output is a signed record that an independent auditor or regulator can review.

What moving ClickUp data involves

Can Plane import ClickUp tasks without a paid license?

No, not on the self-hosted side. Plane's ClickUp importer is listed among its importers, but the self-hosted route for importing requires the Commercial Edition, which unlocks plans with a license key. A self-hosted Community install must first switch to the Commercial Edition before a paid plan can be used. The Plane Free plan on the Commercial Edition includes 12 seats and the Free feature set with no license key, so the importer question depends on whether that Free feature set covers what you need. Confirm the importer's current behavior on your edition with Plane before you plan the move, because importer availability is tied to the edition you run.

What does the Plane ClickUp import actually carry over?

The importer works through a personal access token and maps ClickUp structure into Plane's work item model. Folders, lists, tasks and the supported custom fields are the core objects, and custom task types need a mapping decision before the run. Anything outside that mapping, such as some custom field types, views or automations, may not arrive in the same form. Run a test import into a scratch workspace, compare counts of lists, tasks and assignees against ClickUp, and record which fields did not map. That list is your scope for manual rework.

How does a ClickUp move to OpenProject work?

There is no ClickUp importer for OpenProject in the supplied sources, so the route is usually a CSV export from ClickUp, reshaped into OpenProject's work package fields and imported with a scripted process. OpenProject's Jira Migrator is a different tool. It is in beta, supports only Jira Data Center 10.x and 11.x, does not support Jira Cloud, and is documented for test setups only. It is useful as a pattern for thinking about history, comments and attachments, but it does not move ClickUp data. Plan for a mapping workbook, a test instance and a second pass for attachments, because CSV exports carry links rather than files in many cases.

What must be exported from ClickUp separately?

Several ClickUp content types sit outside a task import and need their own path. The task CSV includes comments and attachment links, but Docs are exported one at a time, so a workspace with many Docs needs a planned inventory. Whiteboard images, view and dashboard exports, and any API-based extraction are separate tasks. Each one carries its own rate limits and plan dependencies. Build a list of these content types before choosing a target, because the answer changes how many export passes you run and who performs them. For Docs specifically, the sibling page on ClickUp Docs covers Markdown extraction and linking back to tasks.

What drives the effort of a ClickUp migration?

The main drivers are the amount of custom structure, the number of custom fields and task types, the volume of attachments, and how many Docs and dashboards must survive. Each unmapped field adds a rework decision, and each custom task type needs a rule for its target. Teams with clean, consistent lists usually have less rework than teams with deep nesting and many field variants. Ask any provider for a written scope that names the object counts you gave them, the mapping decisions they will make, and what they will test. DeployOpen plans and implements these migrations under fixed scope agreed in writing, so the quote follows from that inventory rather than a generic estimate.

Who pays for what in a self-hosted migration?

Costs fall into four groups: software licensing, hosting, one-time migration work and recurring administration. Plane Community and OpenProject Community are free to download, but a paid Plane plan on the Commercial Edition or an OpenProject Enterprise plan adds recurring fees. OpenProject lists Enterprise on-premises pricing per named user per month, with Basic at 5.95 euros and Professional at 10.95 euros per user per month with a 25-user minimum, from the OpenProject pricing page. Hosting, backups, upgrades and your staff time recur as well. The one-time portion is the import, the mapping work and testing. Ask a quote to separate these lines so you can compare them with your current ClickUp renewal.

Can our own team run the migration without outside help?

A team with Linux, container and database experience can self-host Plane or OpenProject and run a test import. The harder parts are repeatable mapping, handling attachments and Docs at volume, verifying counts and permissions, and cutting over without losing recent edits. OpenProject's system requirements list PostgreSQL 16 or later with specific extensions, and Plane's Kubernetes setup depends on PostgreSQL, Redis or Valkey, RabbitMQ and S3-compatible storage. If those components are new to your team, budget time for learning them before the migration starts. Many organizations split the work: internal staff own accounts, permissions and business decisions, while a specialist handles the technical pipeline.

What should we check before choosing a migration approach?

Check the edition and license terms first, because the Plane importer requires the Commercial Edition and OpenProject's paid features sit in Enterprise plans. Second, inventory your ClickUp objects: lists, tasks, custom fields, task types, Docs, dashboards, attachments and automations. Third, confirm your data residency requirements, since moving data into a self-hosted environment changes where it sits, and any EU provider or on-premises site must match your transfer assessment. Finally, test the import on a copy and record every gap. Confirm all importer behavior and current versions with each vendor, because product details change between releases.

Evidence auditors and data protection teams ask for

Auditors and data protection teams rarely accept a statement that data stays in the EU. They ask for records that show where data flows, who can reach it, how it is protected and whether it can be restored. The cards below list the artifacts we prepare for a self-hosted Plane or OpenProject deployment, so each claim can be traced to a document. DeployOpen prepares this evidence, but auditors and regulators decide whether it is sufficient.

Data flow and location map

A diagram and table showing every system that stores or processes ClickUp data after migration, including the database, object storage, cache, message queue, backups and any support tooling. Each component is tied to a named data center or cloud region. For a Plane deployment, list PostgreSQL, Redis or Valkey, RabbitMQ and S3-compatible storage such as MinIO separately. Ask the hosting provider to confirm in writing where backups and logs are replicated, since a single region on paper can still replicate elsewhere.

Processor and sub-processor list

A register of every party that can access personal data in the environment, including the hosting provider, managed database operator, email relay and any support firm. For each entry, record the processing activity, the data location and the contract basis. This list is what a data protection team will compare against the record of processing activities. Confirm whether any sub-processor has remote access from a third country, because viewing data on a screen counts as a transfer under EDPB guidance.

Transfer impact assessment

A written assessment for any step where personal data could leave the EEA or come under the control of a non-EU entity. It covers the destination country's access laws, the safeguards in the contract and any supplementary measures. Where a US-headquartered provider is involved, state whether it relies on the Data Privacy Framework and note that the appeal in Case C-703/25 P is pending. A provider in the EU that is still subject to foreign law should be assessed for that exposure too.

Hosting and access control records

Records of who can administer the servers, databases and object storage, how privileged accounts are approved, and how access is reviewed. Include the bastion or jump host design, key custody for database and storage credentials, and the list of people with production access. Auditors will check these records against actual account listings, so export both on the same date. Note that the hosting provider's staff access should be covered separately from your own administrators.

SSO and audit log configuration

Exports of the identity provider settings used for SAML or OIDC sign-in, plus the audit log configuration for the self-hosted application. Confirm which edition supports each feature before you promise it, because Plane lists SAML and OIDC from Pro upward and API-enabled audit logs as an Enterprise feature, and OpenProject lists SSO in its Enterprise plans. Keep a sample of log entries showing sign-in, role changes and data export events, with retention set to match your policy.

Backup, restore and license records

Dated restore test results for the database and object storage, showing the time taken and the data verified, alongside the license records for each vendor component. For Plane, record whether you run the Community Edition or the Commercial Edition, because that changes the license evidence you hold. For OpenProject, record the edition and the release used, such as 17.9.2. Keep a change log linking each upgrade to its release notes so auditors can see that the software is maintained.

What self-hosting ClickUp's EU residency features costs and requires

Are Plane and OpenProject free to self-host?

The community editions carry no license fee, but they are not the same as the paid features you may need. Plane Community Edition is licensed under AGPL-3.0 and matches the feature set of Plane Cloud's Free tier. OpenProject Community is free and includes work packages, Gantt charts, agile boards, time tracking and dashboards, with community support. Features such as single sign-on, LDAP and audit logging sit in paid tiers, so confirm which features your requirements depend on before assuming a zero license cost. Source for the editions: Plane GitHub repository and OpenProject pricing.

What drives the license cost of a paid self-hosted plan?

Paid plans are mainly driven by the number of users and the edition you need. OpenProject Enterprise on-premises is priced per named user per month: Basic at 5.95 euros and Professional at 10.95 euros with a 25-user minimum, Premium at 15.95 euros with a 100-user minimum, and Corporate on request for 250 or more users (OpenProject pricing). Plane's pricing page lists Pro at 6 to 8 US dollars and Business at 13 to 15 US dollars per user per month, with Enterprise Grid on request. On self-hosted Plane, SAML and OIDC start at Pro, while LDAP and API-enabled audit logs are Enterprise features. Ask each vendor which plan includes the EU residency controls you need, and whether seats are counted by all users or only by paid roles.

What recurring costs come with running Plane or OpenProject in our own infrastructure?

Hosting and administration are the largest recurring costs, and they are paid whether or not you buy a license. Plan for compute, storage and backups in your own data center or an EU provider's cloud, plus the database and supporting services. Plane needs PostgreSQL, Redis or Valkey, RabbitMQ and S3-compatible object storage such as MinIO, and each can be pointed at an external managed service. OpenProject requires PostgreSQL 16 or later with the pg_trgm, btree_gist and unaccent extensions. Its sizing guide suggests 4 cores and 4 GB RAM for up to 200 users, 8 cores and 8 GB for about 500 users, and 16 cores and 16 GB for about 1,500 users (OpenProject system requirements). Recurring work also includes patching, upgrades, monitoring, backup testing and on-call support. Ask your platform team to estimate these hours and to name who owns each service.

How long does a self-hosted migration from ClickUp take, and what does the team need to provide?

No supplied fact gives a timeline for this migration, so the duration depends on your data volume, custom fields, Docs and integrations. Work out the timeline from your own inventory: number of spaces, lists, tasks, custom fields, automations and Docs, and how many people must validate the result. Plane's ClickUp importer is documented and requires the Commercial Edition for the import, so budget time for that licensing step and for a test import. Your team must provide an accountable project owner, administrators for the hosting environment, an identity provider for SSO, a list of data that must stay in the EU, and sign-off from users who will check migrated work. Ask for the timeline as part of the written scope, not as a general estimate.

Can our own team self-host and run Plane or OpenProject without an implementation partner?

Yes, many teams do, provided they have the skills to operate the stack. Plane documents Docker Compose for small and mid-size teams and Kubernetes with Helm for high availability, plus Podman and air-gapped installs. OpenProject supports Docker (recommended), .deb and .rpm packages on Ubuntu 22.04, Debian 12, RHEL 9.x and SUSE Linux Enterprise Server 15, and Kubernetes with Helm charts. The skills you need include Linux and container operations, PostgreSQL administration, backup and restore testing, TLS and identity integration, and upgrade planning. If those skills are thin, a fixed-scope engagement with DeployOpen can cover planning, implementation, hardening, backups, documentation and a handover, with ongoing support available as a retainer.

What should we ask for in a written quote for a self-hosted ClickUp replacement?

Ask for a fixed-scope quote that lists each deliverable, so that you can compare it with your own internal estimate. A complete scope should name the target platform and edition, the hosting location and provider, the data sets in scope (tasks, comments, attachments, Docs and views), the identity integration, the migration method, the backup and restore tests, the documentation handover and the post-go-live support period. Ask which items are one-time and which recurring, and which vendor license fees are excluded. Confirm with the vendor which features your EU residency controls need, such as SSO and audit logs, and which edition includes them. DeployOpen does not publish a price list, so the quote follows from the written scope.

Which parts of a self-hosted Plane or OpenProject deployment are covered by audit or compliance evidence?

Evidence depends on what you configure and retain, and DeployOpen prepares systems, controls and evidence for compliance assessments without issuing audit reports or certifications. Independent auditors and certification bodies make that determination. Your evidence set typically includes hosting location records, access control configuration, SSO logs, backup and restore test results, change records for upgrades, and the audit logs your chosen edition provides. Plane lists API-enabled audit logs as an Enterprise feature, and OpenProject lists SSO and LDAP group synchronization in its Enterprise plans. Confirm with your assessor which artifacts they expect before you commit to an edition.

What to confirm with the vendor before you commit

Before you choose an edition, get the current feature tiers in writing from the vendor. Plane and OpenProject both change which features sit in which plan, so a feature list you read on a comparison page may be out of date by the time you buy. For Plane, confirm whether SAML and OIDC on your self-hosted install are included in the plan you need, whether LDAP and API-enabled audit logs are Enterprise-only, and whether your team's paid seats are counted the way you expect. For OpenProject, confirm that single sign-on, LDAP group synchronization and any audit or logging capability you require are included in the Enterprise on-premises tier you are quoting, and ask whether the Jira Migrator, which is in beta, is covered at that tier if you plan to use it. Ask for the answers in an email you can file with the contract.

Ask for the data processing terms, not only the license. Request each vendor's data processing agreement and any statement about telemetry, support access and remote diagnostics, because a self-hosted install can still send metadata or support bundles outside your environment depending on configuration. Ask who at the vendor could access your instance during support, and from which country. Your legal team should confirm whether any open-source support or hosting partner you engage is a processor, and where it is established. If you choose an EU provider to host the database, object storage or Kubernetes cluster, ask the provider for its own transfer and government access commitments, since those determine whether third-country law can reach your project data.

Check the status of the Data Privacy Framework appeal before you rely on any US-linked service in the chain, including a US-headquartered support vendor, a US cloud account used for backups or a US-based managed database. The adequacy finding in Commission Implementing Decision (EU) 2023/1795 applies only to US organizations on the Data Privacy Framework List, and an appeal against the General Court's September 2025 judgment is pending as Case C-703/25 P. Your counsel should record the current status, the transfer mechanism you rely on for each US-linked processor, and a fallback if the framework is invalidated. This is a decision to make now, because switching processors later is slower than choosing an EU-only path at the start.

How the EU Data Act supports moving off a cloud service

The EU Data Act gives customers of data processing services the right to switch providers or move to on-premises infrastructure under set notice and transition periods. The sequence below shows how to use those rights in a ClickUp exit and what to record at each stage. Confirm the contract terms with ClickUp before you start.

Confirm ClickUp falls under the Data Act
Start by reading your ClickUp agreement, order form and data processing terms with your legal or procurement lead. The Data Act switching rights apply to providers of data processing services, so confirm that the ClickUp service you buy is covered and identify which notice, termination and data export clauses govern your plan. Ask ClickUp in writing to confirm its switching terms and the exit process. You are done when you hold a short written note of the clauses that apply and the contact who will answer switching questions.
Serve written notice within the statutory window
Send a written switching notice to ClickUp that names your destination, which is either another provider or your own on-premises infrastructure. The Data Act sets a maximum two-month notice period, so ask ClickUp to state the notice period it applies and the date it expects the switch to take effect. Keep the notice in your contract file with the date sent and ClickUp's reply. You are done when the notice is acknowledged in writing and the effective date is recorded in your migration plan.
Inventory and export data while access continues
Before the service ends, export what you need while the account is still active. Use ClickUp's task CSV, attachment links, Docs exports and any view or API exports your plan allows, and record each export by space, list and file type. The inventory shows which items must move, so you can check them against the notice date and the transition period. Store the exports in your own environment with restricted access. You are done when every export is listed against an inventory line and each file has been opened and checked.
Build the target platform on your infrastructure
Deploy Plane or OpenProject in your own data center or in an EU provider's environment, with the database, object storage and other services each product requires. Run the new platform alongside ClickUp during the transition so the import can be tested before cutover. The Plane self-hosting overview and OpenProject's system requirements describe the supported install methods, and the choice depends on your team's operating skills and existing tooling. You are done when the platform passes a test import of a sample project and single sign-on is confirmed on the edition you chose.
Import and reconcile data within the transition
Run the production import within the transition period set out in your contract and the Act. Plane's importers include ClickUp and are available on the self-hosted Commercial Edition, while OpenProject's Jira Migrator is built for Jira data and does not cover ClickUp exports. Compare item counts, attachments, assignees, dates and comments against the inventory from the export step. You are done when the reconciliation shows no unexplained gaps and each exception has a named owner and a recorded decision.
Close the ClickUp account and check charges
Once the new platform is verified, ask ClickUp to end the subscription on the agreed date and to confirm deletion of your data in writing. The Data Act bans switching charges from 12 January 2027, so review invoices for any exit fee and query it in writing, including any fee that falls before that date. Keep the deletion confirmation with your compliance records. You are done when ClickUp confirms the closure and deletion in writing and no open exit charges remain on your account.

How DeployOpen works on this

DeployOpen plans, implements, hardens and documents self-hosted Plane or OpenProject inside your own cloud account, data center or an EU provider you choose. We start by mapping where ClickUp data would live and who can reach it, then build the deployment to match that residency decision.

How we scope

Written scope fixes which edition, hosting location and identity setup the engagement covers.
We map data flows for tasks, comments, attachments and Docs to confirm where each piece is stored.
We confirm with you which SSO, LDAP and audit requirements must work on the chosen edition before build starts.

How we build

We deploy Plane or OpenProject with Docker Compose or Helm into the EU environment you specify.
We configure PostgreSQL, Redis or Valkey, object storage and backups inside that same residency boundary.
We test access paths, including support and administrator access, so no remote view leaves the agreed region.

How we hand over

You receive architecture, data location and access control documentation written for your compliance reviewers.
We run a handover session covering operations, upgrades, backup restores and the import of your ClickUp data.
Evidence for controls is prepared for your independent auditor, since DeployOpen does not issue audit reports or certifications.

How we support

Ongoing support, upgrades and continuous testing are available as a retainer after handover.
Retainers cover edition upgrades, security patching and periodic review of data location and access settings.
Ask any provider, including us, to confirm in writing which features sit in your chosen edition and its license terms.