We make it easy to import your project and tasks into ClickUp with our flexible and powerful Excel & CSV import option!

To make sure your import is successful, we'll cover:

  1. Before you begin

  2. Start a CSV Import

  3. Next Steps

  4. Supported Fields

Before you begin

Who can perform imports?

  • Owners and admins can import data into a Workspace

  • Unlimited imports are available on all plans

Which file format do I need to use?

You can import the following file types where your data contains any number of columns and only 1 record per row:

  • Excel: .xls, .xlsx

  • Comma-separated values (CSV): .csv

  • Tab-separated values (TSV): .tsv

  • XML: .xml

  • Text: .txt

Check out this example file to see how import files should be formatted.

Are there any required fields?

The only field that is required is Task name, all other fields are optional.

Which fields are supported?

We support a huge number of task fields. Check out the Supported Fields section for the full list.

Does my data need column headings?

No. We do recommend including a header row, but it is optional!

If you do include a heading row, each column must have a unique heading.

Screenshot of the column heading step of the import process

Does my data need to be in any particular order?

No. You will map your columns to ClickUp task fields during the import. Your rows can be in any order, however, you can only include one task per row.

Screenshot of the column mapping step of the import process

You can match a column to:

  1. An existing ClickUp task field

  2. A custom field (mapping for these happens later)

  3. Or ignore the column to exclude it from your import

Can I organize tasks into Lists before importing them?

By default, tasks will be put into one List titled CSV Import.

If you have a column in your data that identifies which List the tasks should belong to, then you can map it to the List (ClickUp) during the import process.

Keep in mind, we have two limits for the number of Lists you can create:

  • Free Forever Plan: 100 Lists per Space

  • Unlimited Plan and above: 400 Lists per Space

Screenshot of the column heading step of the import process, highlighting the option to select a List column

After the import is complete, you can efficiently rearrange your tasks into different Folders and Lists using the Multitask Toolbar!

How should I format dates and times?

We support the following date and time formats:

Format

Example

mm/dd/yy

12/31/20

dd/mm/yy

31/12/20

yy/mm/dd

20/12/31

mm/dd/yyyy

12/31/2020

dd/mm/yyyy

31/12/2020

yyyy/mm/dd

2020/12/31

You can specify a time by including it along with any of the above date formats:

Format

Time format

Example

mm/dd/yy hh:mm

24 hour time

12/31/20 13:30

mm/dd/yy hh:mm

24 hour time

12/31/20 03:30

mm/dd/yy hh:mm

12 hour time

12/31/20 03:30 am

mm/dd/yy hh:mm

12 hour time

12/31/20 03:30 a.m.

mm/dd/yy hh:mm

12 hour time

12/31/20 05:30 pm

mm/dd/yy hh:mm

12 hour time

12/31/20 05:30 p.m.

Note: We interpret time as 24-hour time by default (00:00 - 23:59). To use 12 hour time add a.m., am, p.m., or pm as shown above.

We support Epoch/Unix/Posix date and time stamps:

Format

Date and Time

Example

Unix in milliseconds

12/31/20 3:30 p.m.

1609428600000

We also support the ISO 8601 format:

Format

Date and Time

Example

ISO 8601

12/31/20 3:30 p.m. UTC

2020-12-31T13:30:00.123Z

Start a CSV import

  1. Click on your Avatar in the lower left corner of your Workspace

  2. Click Import/Export

    Screenshot of the Workspace settings menu, highlighting the Import/Export option


  3. Select Excel & CSV

  4. Click the Import from CSV/Excel file button

    Screenshot of the initial Import/Export settings page, highlighting the Excel & CSV option


  5. Click Upload data from file to browse and upload a file from your computer

  6. OR manually enter your task information directly onto the Import page

    Screenshot of the upload data from file or manual data entry step of the import process


Review file details and map data to ClickUp fields

  1. Double-check your data looks good in the preview window

  2. If not, try using a different Encoding format from the drop-down menu on the right

    Screenshot of the column heading step of the import process


  3. Confirm your header row by clicking Yes, select another row, or click on No header row

  4. Match columns to existing ClickUp task fields, include them as custom fields (mapping for these happens later), or ignore a field to exclude it from your import

    Animation showing the column mapping process for a Custom Field


  5. Review the mapping for each column entry

  6. Click Review in the bottom right

  7. Resolve any conflicts or issues

  8. Click Continue

  9. Click Yes to to submit the file for importing

    Screenshot of the submit warning prompt during the import process

Finalize Importing into ClickUp

  1. Select which Space to import into

  2. Select your date format

    Screenshot of the Import Details page, showing the options to select a Space and set your date format


  3. Click Next

  4. Map your data to Custom Fields by creating a new Custom Field or mapping to an existing Custom Field using the Custom Fields library

    Animation showing the Custom Field Mapping step of the import process
  5. Click Complete to finish your import!

Your import will be processed and you'll see your tasks appear in ClickUp shortly! 🎉

Next steps

Find your imported tasks

  1. Find the Space you selected during the import process in the navigation sidebar

  2. Use our Search feature to search for the name of a task you imported 🔍

Need to bulk edit your imported tasks?

Our handy Multitask Toolbar will help you edit multiple tasks quickly and easily!

Need to start over?

You can easily delete your imported data and try again. Check out our guide to troubleshooting imports for more info.

Supported Fields

Task name

Note: Task name is the only required field.

Statuses

Include your task statuses to your data and on the final step, you'll be able to map imported statuses as ClickUp statuses.

Subtasks

Add a column for subtasks in your CSV file with a list of subtask titles to be created in each task you import. Separate them with any delimiter you like.

Note: Nested subtasks are not yet supported. You can import them as subtasks and convert them to nested subtasks using the Multitask Toolbar.

Description content

Only plain text will be imported.

Task assignee(s)

Email address(es) of the people that are assigned to the task (for multiple assignees, use a delimiter such as commas or pipes).

On the last step, you'll be able to map imported users into ClickUp users. You can even choose to create new ClickUp users or simply not import users.

List (ClickUp)

To import tasks into separate Lists, use this column to group tasks in different Lists in ClickUp.

Due date

Refer to the Date formats section above for more details.

Start date

Refer to the Date formats section above for more details.

Date created

Include the date a task was created.

Priority

Map your task priorities to ClickUp priorities.

1 = Urgent

2 = High

3 = Normal

4 = Low

Note: Custom priorities are not available in ClickUp.

Tags

Separate tasks by any delimiter you choose such as commas or pipes. For example:

tag 1, tag 2, tag 3

tag 1 | tag 2 | tag 3

Time estimate

Include the estimated or budgeted time for each task. We support readable time and hh:mm as shown below:

1 hour

1 hr 30 m

01:30

Time tracked

Include time tracked or spent working on a task. We support readable time and hh:mm as shown below:

1 hour

1 hr 30 m

01:30

Checklist

Import one checklist per task that will be named Checklist. Separate checklist items by any delimiter such as commas or pipes.

For example:

checklist item 1, checklist item 2, checklist item 3

checklist item 1 | checklist item 2 | checklist item 3

Custom Fields

The following Custom Field types are available during a CSV import! You can create a new field or map to an existing field using the Custom Fields library button.

  • Date (see Date formats section above)

  • Dropdown

  • Email

  • Labels (include multiple labels with any delimiter such as commas or pipes)

  • Money

  • Number

  • Phone

  • Text

  • Text area (Long text)

  • Website

Note: an area code is required to import a phone number Custom Field

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