This doc explains features in ClickUp 2.0. Looking for a 1.0 doc? Check out this link!
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)
Import From CSV
5. Upload data from file
6. Match columns - include any custom fields
6. Review matching
7. Confirm columns
8. Select which Space to import into
9. Map any custom fields
10. Complete upload!
Can I import tasks into a Folder? List?
By default, you'll select a Space to import the tasks into, and we'll create a new List titled CSV Import with your imported tasks. After the import, you can efficiently move tasks around using the multitask toolbar!
Also by default, we'll import them into just one List but if you prefer separating your tasks, you can opt to map a column named List during your import. Doing this will separate your imported tasks into multiple Lists.
Does my file need to be in any specific format?
Nope, not really! You can have as many columns as you want and in whatever order you want. You'll be able to map the columns with our importer feature.
Can I import excel files?
Sure! But you'll need to first save the Excel file as a CSV. To do this, click
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 2.
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 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.
Task title (name)
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
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.
Map data to existing custom fields in your Workspace or create brand new ones as you import.
Note: We have an example file if you'd like to see how import files should be formatted.