If you're managing your work in a spreadsheet, you can easily import it into ClickUp. Map fields and processes you're using into ClickUp Custom Fields, and expand the process after importing your information. Learn how to format and prepare information to bring it into ClickUp.

What you'll need

• Unlimited imports are available on all plans.

• Guests cannot import data into a Workspace.

• A file that meets our file format and data requirements. 

Import subtasks

You can import subtasks when using the CSV import.

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 custom delimiter as long as it is a single character. It can be any letter, number, or symbol.

If you have identical subtask names in separate rows, separate subtasks will be created with the same title.

Alternatively, you can import individual tasks and use the Bulk Action Toolbar to convert them into subtasks after the import.

Import a data file

Once your data file is ready and you know which fields you want to use in ClickUp, it's time to import it!

To import a data file:

1. Click your Workspace avatar and select Settings.
2. Select Import/Export.
3. Click Start Import.
4. Select Excel & CSV.
5. Click the Import from CSV/Excel file button.
   
   

6. Click Upload data from file to browse and upload a file from your computer or manually enter your task information directly onto the Import page.

Review file details and map data to ClickUp fields

These steps allow you to map columns to fields in ClickUp.

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

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

   

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.

   

5. Review the mapping for each column entry.

6. Click Review in the bottom right.

7. Resolve any conflicts or issues.

   • If you receive an error message, make sure all fields are mapped to destinations.

8. Click Continue.

9. Click Yes to submit the file for importing.

Finalize importing into ClickUp

These are the final steps to bring your work into ClickUp. You're almost there!

1. Select which Space to import into.

2. Select 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.

   

5. Click Complete to finish your import.

6. Your import will be processed and your tasks will appear in ClickUp shortly! 

Status Mapping

When importing, you can map your statuses to Open or Closed. New statuses are created for any that are not mapped during this step. You can also change task statuses after the import is complete.

Next steps

Find your imported tasks

To find your imported tasks:

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

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

Need to bulk edit your imported tasks?

Our handy Bulk Action 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.