Podio to Tape migration
Getting the data across is solved. The real question is what your Tape setup should look like. Calculation fields do not translate directly, automations need rethinking rather than copying, and the app structure that grew up in Podio often works better with a fresh design. That is where the real value in a migration sits.
Why Tape
Tape gives Podio users a familiar structure (workspaces, apps, records, relations) with a cleaner interface, a modern API, and an active development direction. It is a genuine operational platform, not a database workaround.
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How the migration works
The first step is always about understanding how you work, not just what data you have. That conversation is what makes the Tape setup genuinely better rather than just different.
A conversation about how you actually use Podio today: which processes work, which feel awkward, and what you want Tape to do differently.
A clear design for the Tape setup: which apps to keep, which to restructure, and how the calculations and automations should actually work in the new platform.
The data transfer: records, files, and relations moved safely with progress tracking, so the team arrives in a working Tape setup rather than a copy of the old one.
Fixed-price starting point
Migration Review
If you are not sure what moving to Tape will actually involve, a Migration Review is the right first step. We look at how you use Podio, what a good Tape setup would look like, and what the move will take before anything is scoped or priced.
Duration
2 hours
Price
£200
Output
Written recommendations
What it covers
How we help
A migration is an opportunity to build a better operating setup, not just a new home for the old one. These three areas cover the full arc from understanding your current workflow to going live in Tape.
Before deciding what moves, we look at the use cases: what the team actually does in Podio day to day, which processes are working, and where the setup has drifted from the real workflow.
Calculation fields rarely translate directly. Automations need rethinking rather than copying. App structure is often worth revisiting. This is the part of the migration that makes the biggest difference to how useful Tape feels once you are in it.
Once the design is right, the transfer is handled safely: records, files, and the links between them, tracked throughout so nothing gets left behind and the team lands in a working system.
What to expect
The common concerns around a Podio migration are real, but they are also predictable. Here is how we address each one.
A common problem with DIY migrations is that records move across but the attachments do not. We handle both together, so nothing is left behind in Podio that should have made it to Tape.
Large migrations do not always run in one go. Ours are built to restart cleanly: every record that has already moved is tracked, so there is no risk of duplicates and no need to start from scratch.
A direct copy of Podio in Tape often does not work as well as it could. We shape the Tape setup around how your workflow actually runs, not just how Podio happened to be built.
Migration work
This case study shows the approach in practice: a large Podio dataset moved to Tape safely, with the setup shaped around the real workflow rather than copied from the old structure.
Platform migration
A migration workflow designed to move thousands of records and files safely while respecting rate limits and reducing restart risk.
Challenge
The client needed to move roughly 5,000 records and 7,000 files from Podio to Tape without losing track of progress or exceeding platform limits.
Tape guides
Once the migration is done, these guides help you get more out of Tape: reference numbers, record titles, date structures, and calculation fields that make the setup work harder for you.
An audit trail, rollback, and deleted record recovery tool for Tape organisations — built after the question "can we get that record back?" came up one too many times.
Read guide →Use a calculation field to turn status, reference context, and a name into one readable title that stays useful across related records and lists.
Read guide →A practical guide to creating reference numbers in Tape, from the built-in unique ID field to custom date-based formats.
Read guide →A practical pattern for generating related year, month, and day records in Tape using automation and batch creation.
Read guide →Bring the current Podio setup and we will look at the use cases, design the Tape workflow, and map a clear path through the data transfer.
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