Import a data file into ClickUp

  • Updated

Import your work from almost anywhere with our flexible and powerful Excel & CSV import feature.

Make sure your data is properly formatted for the supported fields you'll use in ClickUp before you import your work.

What you'll need

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 in the lower-left corner

  2. Select 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 Import/Export settings page.
  5. 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

Screenshot of the upload or manual entry 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 drop-down menu on the right.

    Screenshot of the Import CSV/Excel highlighting the column heading and encoding options.
  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

    • 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

Screenshot of the prompt to confirm the file is ready to submit.

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

    Screenshot of the Import details page.
  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

  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

You can find your imported tasks by:

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.

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