Note: We have an example file if you'd like to see how import files should be formatted.
How to start a CSV import
- Click on your profile picture in the bottom left
- Click Import/Export (you must be an admin or owner)
3. Click Start Import
4. Select CSV File and click the Excel & CSV file button
5. Upload data from file
6. Confirm your header row, making sure that each column has a unique entry
7. 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.
Note: Task name is a required field.
8. After confirming mapping for each column entry, click Review in the bottom right
9. After reviewing and resolving any conflicts, click Yes to submit
10. Select which Space to import into
11. Map to custom fields by creating a new custom field or mapping to an existing field using the Custom fields library button. Note: see the bottom of this doc for a full list of which custom field types are available with a CSV import
12. Click Complete your finish your import!
FAQ
Can I import tasks into a Folder? List?
By default, you'll select the Space that imported tasks are created in.
If you map a column as Lists, the tasks will be separated out according to entries there.
Otherwise, tasks will be put into one List titled 'CSV Import'. After the import is complete, you can efficiently rearrange your tasks into different Folders and Lists using the multitask toolbar!
Does my file need to be in any specific format?
Not really, you can have as many columns as you want and in whatever order you want. But, you'll want to make sure the data in your file is formatted properly.
There should be one row, traditionally the top row of your spreadsheet, that has column names. Each column must have a unique name, there can be no duplicates.
Can I import excel files?
Sure! But you'll need to first save the Excel file as a CSV. To do this, click File > Save as, and then select csv from the filetype dropdown.
Do my columns need to be in order?
Nope! You can map them in step 7. Task name is required, but all other fields are optional.
You can use the dropdown to match a column to an existing ClickUp task field, or you can include them as a custom field (mapping for these happens later), or ignore the column to exclude it from your import.
Can I import statuses?
Yes! Simply select which column is your status column and on the final step, you'll be able to map imported statuses as ClickUp statuses.
Can I import assignees?
Absolutely! 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.
Can I include times with my start and due dates?
Sure thing! No comma needed, just add a space between the date and time
Example: 10/12/2020 5:30pm
Can I import cells with multiple values such as tags?
Yes! On the final step, you'll be able to specify a delimiter (such as comma) that separates your values. For example, you could have:
tag 1, tag 2, tag 3 Delimiter = comma (,)
tag 1 | tag 2 | tag 3 Delimiter = pipe (|)
BOTH of these will be accepted, you'll just need to ensure you specify which delimiter you're using on the last step of the import process. Again, you can use ANY delimiter you want.
Can I import checklists?
Yep! You can import one checklist per task. The checklist items should be separated by any delimiter you want, and in one cell.
ClickUp task fields that can be mapped
Task title (name)
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.
Only plain text will be imported
Email address(es) of the people that are assigned to the task (for multiple assignees, use a delimiter such as commas or pipes)
To import tasks into separate Lists, use this column to group tasks in different Lists in ClickUp.
We accept most common date formats
Add a time range to your task by including start dates
Date created
Bring in the date a task was created
Map priorities to ClickUp priorities (1 = Urgent, 2 = High, 3 = Normal, 4 = Low)
Separate tasks by any delimiter you choose (such as commas or pipes)
Time estimate or budgeted (we accept readable times such as "1 hr" or you can use HH:MM)
Time tracked or logged working on a task (we accept readable times such as "1 hr" or you can use HH:MM)
Import one checklist (that will be named "Checklist") containing checklist items separated by any delimiter such as commas or pipes.
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.
Note: an area code is required to import a phone number Custom Field
