If you're managing your work in an Excel, CSV, JSON, TSV, or TXT file, you can easily import it into ClickUp. After you upload your file, the Importer will guide you in mapping the data to ClickUp task fields or Custom Fields. At the end of the import process, you'll have a List of tasks containing the data. 

You can also import from external apps like Jira, Slack, or Monday. Or documents like Google Docs, or Markdown files. 

Feature availability and limits vary by plan and user role. Learn more

What's new?

The new Spreadsheets Importer has completely revamped the import process.

The table below outlines the differences between the new Spreadsheets Importer and our former CSV Importer.

Prepare a spreadsheet for import

Learn how to Prepare a spreadsheet for import before you begin this process. 

Fields supported by the Spreadsheets Importer

During your preparation, you may also want to see which ClickUp fields are supported by our Importer. 

Import a spreadsheet

Each row of your spreadsheet represents a task. Each column represents a property of that task, either a task field, such as Priority, or a Custom Field.

Step 1: Select source of import

To select a spreadsheet as the import source:

1. In the upper-left corner, click your Workspace avatar and select Settings.
2. In the All settings sidebar's Integrations and ClickApps section, select Imports / Exports.
   • If your Workspace doesn't have an import or export history, the Select source of import page opens. In the Import from apps section, select Spreadsheet. 
     
   • If your Workspace has an import or export history, the Imports / Exports page opens. Select Import items. Then, on the Select source of import page, select Spreadsheet. 

Step 2: Import Destination

In this step, you'll choose where to import, your date format, and your default delimiter. 

To choose which ClickUp location to import your task data:

• On the Import Destination page, from the Select location dropdown, select a Space, Folder, or List. 

To choose the format for all of the dates in your spreadsheet:

• From the Year-Month-Day dropdown, select your date format. 
  Learn more about the accepted date formats.

To choose the delimiter for all of the multi-value fields in your spreadsheet:

• From the Comma, dropdown select your delimiter. 
  Learn more about the accepted delimiters.
• Click Continue.
• The Spreadsheets Importer opens.

Upload your spreadsheet

To upload your spreadsheet into the Spreadsheets Importer:

1. When the Importer opens, drag and drop or upload a spreadsheet. 
2. A successful upload will open in the Map fields page. 

Fix the task name required error

Task name is the only required field.

If a red error message displays to the right of the ClickUp Fields column, there's one of two issues:

• There is no column of task names in the spreadsheet.
• The Importer did not correctly map this column of task names to the ClickUp field Task name.

If the file doesn't include task names:

1. In the upper-right corner, click Cancel.
2. Add a task names column to the spreadsheet.
3. Start a new import. 

If you've included a column of task names in your file, you can manually map the task names to the task field:

1. On the Map fields page under Incoming Fields, find Task Name. 
2. To the right of Task Name, in the ClickUp Fields column, click the Select dropdown.
3. Select Task Name.
4. The red badge no longer displays once the error is fixed. 

What is mapping?

Mapping means matching the columns in your spreadsheet to ClickUp task fields and Custom Fields. The Importer simplifies this by automatically aligning your data with the correct fields. 

In the next step, you'll review these matches to ensure accuracy. All fields available in your chosen location are accessible. For some field types, you can create new fields during the mapping process if you have permission to create them in ClickUp. 

Review and confirm the field mapping choices

Each column from your file is automatically mapped to a ClickUp task field type. Before continuing, check the mappings and edit the field types if necessary.

Incoming fields not mapped to a ClickUp field will be excluded from the import and not display in subsequent steps.

To confirm the field-mapping choices:

1. On the Map fields page, hover over a row to see a data preview pane on the right. 

2. Ensure the data in the pane matches the field in the ClickUp Fields column.

   If you're uncertain, read our article Fields supported by the Spreadsheets Importer to see example data and ClickUp field descriptions.

   

   • In the ClickUp Fields column, select the correct field.
     • Certain task fields, for example, status and priority, must be mapped to values that exist in that location. If you have permission to create these fields, you'll have the option to create new ones in that location. 
       For example, you have an incoming status named Open. The Open status doesn't exist in the ClickUp location you're importing to. You can either create a new status named Open or choose not to import that status. 
       
   • You can also add a new Custom Field during this process. Learn how in the next section. 
   • You can clear all fields by clicking the arrow icon to the right of ClickUp Fields.
3. When you're finished, click Continue.

Add as a new Custom Field

If you do not have permissions to create Custom Fields, you will not see the option Add as new custom field.

If you want the data in a particular column to populate a Custom Field after import, do the following: 

1. On the Map fields page, in the ClickUp Fields column, hover over a row. 
2. Click the current field and scroll down to the Add New section.
3. To map to a Custom Field, click Add as new custom field. The field will be named after the column it's mapped to. 
   • In the next step, you can map this field to a Custom Field type in the location you chose.
4. Click Continue.

Import into ClickUp

Once you've mapped all data to existing or new ClickUp fields, the Spreadsheets Importer opens, and you can review your data. 

If you've imported any blank or editable cells, a dropdown displays in that column. Click the dropdown to add or edit a value.

You can also double-click into a cell and type. 

On the final Spreadsheets Importer page in the upper-right corner, you can use the following settings and filters to review and update your import:

When you're done reviewing the import, in the upper-right corner, click Import into ClickUp.

Custom Fields Mapping 

If you selected Add as new custom field when reviewing the field-mapping choices, you'll be directed to the Custom Fields Mapping page. 

To map your Custom Fields:

1. On the Custom Fields Mapping page, click the Data Type dropdown. 
2. Select a ClickUp Custom Field field type. 
3. Click Complete.

View imported items

You'll see your import on the Imports / Exports page. 

To view your imported tasks:

• On the Imports / Exports page, to the right of the completed import, click View imported items. 

Find hidden columns and Custom Fields

If you added a new Custom Field during the import process, you'll need to add that column to your List view. Also, certain columns are hidden in a List view by default. 

To add a column to your List view:

1. In the upper-right corner above the task table, click the plus icon. 
2. Click the Add existing tab.
3. Click the toggle next to a field to show it.

Bulk edit your imported tasks

Our Bulk Action Toolbar helps you edit multiple tasks quickly and easily!