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Top Rated Strategic Planning Software with Data Import/Export in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Data import/export simplifies data integration from multiple sources, accelerates validation, and ensures timely updates. It supports accurate reporting and analysis, reduces manual tasks, and enhances decision-making capabilities. Our reviewers in strategic planning software rated this feature as highly important.

3 Best Strategic Planning Software with Data Import/Export

  • Trello
  • Jira
  • Smartsheet - Highest rated for data import/export

See other top Strategic Planning products with data import/export

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the strategic planning software category. They also needed to have sufficient reviews about data import/export, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for data import/export based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Trello logo
4.5
(23.4K)

User insights about the data import/export feature

Reviewers find Trello's data import/export capabilities straightforward and useful for moving tasks between tools and sharing progress. They appreciate the quick, accurate, and structured data transfer process, which helps achieve goals more effectively. Users mention the availability of a power-up for importing CSV files, though it is not free. They also highlight the ability to back up data, analyze tasks externally, and integrate with other platforms. Some users, however, do not use this feature or find it so-so.
“I like that importing and exporting data is straightforward. Its handy for moving tasks between tools or sharing progress”
UÖ

Umut Ö.

Developer

“The structured data transfer helps us achieve our goals faster and more effectively.”
Verified reviewer profile picture

Juan D.

Human Resources

Strategic Planning key features coverage

Trello offers 6 out of the 6 key features for Strategic Planning software identified by reviewers:

Prioritization4.5
Progress Tracking4.5
Project Planning4.5
Task Progress Tracking4.6
Goal Setting/Tracking4.6
Task Management4.6

Pros and cons based on 23,483 verified reviews

62% of users rated Trello 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 23,483 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Cons:

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details

Pricing

Starting price:$5 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Jira logo
4.4
(15.3K)

User insights about the data import/export feature

Reviewers appreciate Jira's data import/export capabilities for their ease of use and versatility. They find it simple to import data from various formats, including CSV, and to export reports and project information. Users highlight the feature's role in streamlining collaboration, supporting migration, and maintaining transparency. They mention integration with third-party apps from the Atlassian Marketplace and compatibility with Excel. Some users note occasional difficulties with exporting data in certain formats, but overall, they find the process intuitive and efficient.
“I like Jira's data import/export features for their versatility and ease of use. Importing data from various formats, like CSV, simplifies migrating projects, while exporting allows for easy sharing and reporting. ”
AA

Alan A.

Technical Lead

“Data import/export in Jira streamlines collaboration, supports migration, and maintains transparency across projects.”
MS

Mando S.

Chief Elder

Strategic Planning key features coverage

Jira offers 6 out of the 6 key features for Strategic Planning software identified by reviewers:

Prioritization4.5
Progress Tracking4.5
Project Planning4.5
Task Progress Tracking4.6
Goal Setting/Tracking4.5
Task Management4.6

Pros and cons based on 15,309 verified reviews

55% of users rated Jira 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 15,309 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive project tracking

Effective sprint management

Enhanced team collaboration

Extensive integration options

Support for agile development

Cons:

Frequent performance issues

Complex navigation

Challenging issue management

Inefficient search and filter

Complicated setup configuration

See pros and cons details

Pricing

Starting price:$7.91 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Smartsheet logo
4.5
(3.4K)

User insights about the data import/export feature

Reviewers indicate that Smartsheet's data import/export capabilities are highly valuable for various tasks. They report that importing and exporting data to and from MS Excel is straightforward, though date formatting can sometimes be tricky. Users appreciate the ability to combine spreadsheets and share data within or outside the organization. They find it easy to import large databases, bank statements, and other files, and mention integration with Jira. However, some note that comments appear in a different tab when exporting to Excel.
“Easily import and exports to MS Excel; Date formatting can be tricky from time to time. The feature is a must have for analysis and reporting, especially if the elaborate Smartsheet package for queries and reporting is no available with in the company plan.”
JS

Joanne S.

Business Analyst / Mem Sat Supervisor

“It's very easy to import or export Spreadsheets that you have prepared within the Smartsheet. You can also combine any number of spreadsheet here, which makes it easy for other users to keep the record and understand the status of your project. ”
SS

Swati S.

Self-Employed

Strategic Planning key features coverage

Smartsheet offers 6 out of the 6 key features for Strategic Planning software identified by reviewers:

Prioritization4.3
Progress Tracking4.6
Project Planning4.5
Task Progress Tracking4.5
Goal Setting/Tracking4.6
Task Management4.5

Pros and cons based on 3,479 verified reviews

59% of users rated Smartsheet 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,479 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Cons:

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details

Pricing

Starting price:$12 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Strategic Planning Software with Data Import/Export in 2026

Trello logo
Category Leaders

Visual collaboration tool for shared project perspectives

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Read more about Trello

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Jira logo

Project management and work tracking software

Jira is project management software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Read more about Jira

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Asana logo
Category Leaders

Project tracking and workflow management platform

Asana is a strategic planning platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

Read more about Asana

Users also considered
monday.com logo

Project management software

Strategic Planning is easy with monday.com - Set goals, estimate timelines & manage resources with ease.

Read more about monday.com

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ClickUp logo
Category Leaders

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

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Notion logo

Project and task management tool

Notion is a project and workflow management solution that helps businesses streamline operations related to goal setting, status tracking, lead management, and more on a centralized platform. It enables users to utilize the drag-and-drop interface to organize, rearrange, and develop ideas or plans.

Read more about Notion

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Smartsheet logo

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

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Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

Read more about Airtable

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Miro logo
Category Leaders

Miro is a visual workspace for innovation

Miro is #1 collaborative whiteboard platform for teams of any size, trusted by over 100M users worldwide.
Propel your plans from strategy through execution.Run engaging remote planning sessions,build visual presentations,and manage and track progress collaboratively. Try Miro for strategic planning

Read more about Miro

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Wrike logo
Category Leaders

AI powered workflow management platform

Wrike is a strategic planning software used by 20,000+ companies worldwide. Strategic planning features include customized performance reports, resource management, Gantt charts, Kanban boards, time tracking, portfolio management, and workload overviews. Includes automation with 400+ integrations.

Read more about Wrike

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Figma logo
Category Leaders

Collaborative platform for UI designing and prototyping

Figma is a cloud-based UI designing and prototyping tool, which allows multiple teams to collaborate on creating, testing, and deploying interface or product designs. Features include version history, project management, commenting, user-based permissions, plugin creation, and single sign-on (SSO).

Read more about Figma

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Adobe Workfront logo
Category Leaders

Online enterprise work management software

Plan, define, and then execute on business strategy using a single, consolidated platform. With Adobe Workfront, leaders can compare multiple scenarios to optimize goal achievement and then make data-driven decisions (or quickly pivot to seize new opportunities) based on work outcomes and impact.

Read more about Adobe Workfront

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GanttPRO logo
Category Leaders

Online Gantt chart software for project management

Online project management tool based on Gantt charts. Intuitive interface, nice UX/UI design, powerful features at affordable prices.

Read more about GanttPRO

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Teamwork.com logo

Profit from every client demand.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably.

Read more about Teamwork.com

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Aha! logo
Category Leaders

Platform for strategic product roadmapping

Aha! Roadmaps is the complete product management solution. Set your product roadmap based on strategy, resources, and what customers value most. Make objective prioritization decisions. Build visual plans or create a live dashboard to show the timing and scope of initiatives, launches, and projects.

Read more about Aha!

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Workleap Pingboard logo

Elevate your employee experience with Workleap Pingboard!

Pingboard changes the way organizations plan for their most important asset, their people. A fully customizable org chart is easily cloned and kept private for headcount planning to help you create more efficient, and better-working teams.

Read more about Workleap Pingboard

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Flowlu logo

Work automation and team collaboration in one platform.

Flowlu’s strategic planning tools help you set goals, map out initiatives, and track progress with mind maps, project roadmaps, and performance analytics. Align teams, allocate resources effectively, and ensure long-term business success with data-driven decision-making.

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IBM Targetprocess logo

Visual platform that helps to scale agile across the company

Visual, flexible tool with full support for Scrum, Kanban or a custom approach. Gives visibility across teams, projects and the whole company.

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Bitrix24 logo

All in one business management workspace

Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

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Lucidspark logo
Category Leaders

Virtual whiteboard solution for team collaboration

Lucidspark is a web-based whiteboard tool, designed to help teams collaborate on projects and share ideas. The collaborative platform provides users with an adaptable space to share ideas, create plans, collaborate on projects, organize tasks, and evaluate ideas.

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Portfolio Manager logo

Software for automatically managing and scheduling projects

Portfolio Manager is a comprehensive project management platform that uses predictive scheduling to dynamically adapt to change & manage uncertainty. It provides accurate project timelines, optimizes resource allocation, & helps teams plan and predict, no matter how complex their portfolio.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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AI-enabled enterprise strategy management software

Profit.co is a cloud-based and AI-enabled strategy execution that assists with managing individual, team,and organization-wide goals for businesses of all types. Businesses can utilize Profit.co to define custom metrics and roll out OKRs across the entire company in order to track goals and results.

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Zoho Sprints logo
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Agile project management for software development teams

Zoho Sprints supports strategic planning with OKRs, risk matrix, budgets, epics, release planning, and custom modules.

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Zenkit logo

Multi-view project management & collaboration tool

Zenkit is a multi-view project management & collaboration tool with features for task & data management, mind mapping, Kanban boards, tables & to-do lists.

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Key features for Strategic Planning software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Prioritization: Reviewers appreciate the ability to sort, group, and tag tasks by priority, utilizing visual tools like Gantt and Kanban charts to maintain clarity and focus. 97% of reviewers rated this feature as important or highly important.
  • Progress Tracking: Users value real-time monitoring of project progress with multiple methods and visual indicators, enhancing team accountability and performance visibility. 96% of reviewers rated this feature as important or highly important.
  • Project Planning: Reviewers highlight detailed scheduling, resource allocation, and timeline visualization, with tools like Gantt charts to manage dependencies and improve collaboration. 96% of reviewers rated this feature as important or highly important.
  • Task Progress Tracking: Users find real-time tracking of task progress essential, using visual indicators and customizable dashboards to monitor and manage workflow effectively. 94% of reviewers rated this feature as important or highly important.
  • Goal Setting/Tracking: Reviewers emphasize structured frameworks for setting and tracking goals, leveraging features like OKRs to maintain alignment and monitor progress. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users appreciate the organized framework for assigning, tracking, and managing tasks, facilitating collaboration, time management, and workflow automation. 93% of reviewers rated this feature as important or highly important.