Integration Manager

Connect, export, and stay in sync

Portfolio Stack supports smooth handoff from planning to execution. With flexible export options and tool-specific instructions, you can take your structured plan and bring it directly into your team’s existing workflow.

Expanded Pro integrations

Unlock additional export options in the Pro version, including Jira, Asana, Monday, Trello, and ClickUp.

Steb-by-step sync guides

Each integration comes with clear instructions for importing your data and syncing it with your chosen project management tool.

Flexible workflow support

Work the way you want—Portfolio Stack doesn’t lock you in. Export your data and continue execution in the tool that best fits your team.

Downloadable CSV files

Export your full work breakdown structure as a CSV file, formatted for Google Sheets, Smartsheet, or TeamGantt.

Why the Integration Manager saves time and effort

Portfolio Stack reduces friction, aligns teams, and simplifies decisions so you can focus on results. Whether you're planning new initiatives or making mid-course adjustments, this feature supports smarter action.

Works with your tools

No need to switch platforms—bring your Portfolio Stack plan directly into your favorite PM environment.

Accelerate execution

Skip manual setup and jump straight into action with structured, ready-to-import project data.

Clear, flexible format

Export files are clean, organized, and optimized for compatibility with top project tools.

Easier collaboration

Share your project data across teams and stakeholders using formats they already understand.

FAQs

Ready to work your way?

Export your portfolio plan and take it into the tools you already use with just a few clicks.

Try the Integration Manager

Take your plan wherever you work