If you're managing your work in an Excel, CSV, XML, 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. 

Spreadsheets importer is gradually being released to all Workspaces. If you need to use our legacy CSV importer, see the documentation at the end of this article.

What you'll need

• Unlimited imports are available on all ClickUp plans.
• You can perform up to 60 imports per day. 
• Guests cannot import data into a Workspace.
• On the Enterprise Plan, members with the Importing custom role permission can import.
• You'll need to use our web app to import your work.
• Unlimited imports are available on all plans.
• A file that meets our file format and data requirements. 
• Workspace owners and admins can import data into a Workspace.

Prepare a spreadsheet for import

The task name is a required field. Make sure to include a column of task names in your spreadsheet. Read our article Prepare a spreadsheet for import to learn more. 

Fields supported by the Spreadsheets importer

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

Mapping data

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. During the import, you'll review these matches to ensure accuracy. All fields available in your chosen location are accessible. 

Import a spreadsheet

To import a spreadsheet:

1. In the upper-left corner, click your Workspace avatar. 
2. Select Settings, then Imports / Exports.
3. On the Imports / Exports page, click Start Import.
4. On the Select Source of Import page, select Any Spreadsheet, then click Continue.
   
5. On the Import Destination page, from the Select location dropdown select a Space. 
   • If you plan to import Custom Field data, the Custom Field type must exist in the Space. 
6. A Folder titled Spreadsheet Import is created in the Space you selected. 
7. When the Spreadsheets importer opens, drag and drop or upload a spreadsheet. You can also manually enter data. 
   
   • 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 not a 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 ClickUp Fields, find the column that contains the task names. 
2. From the Select dropdown under ClickUp Fields, select Task Name.
3. The red badge no longer displays once the error is fixed. 

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.

During this step, you can add a Custom Field.

To review 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.

   

   • If the field is mapped incorrectly, in the ClickUp Fields column click the current field and select the correct one.
   • You can clear all fields by clicking the arrow icon to the right of ClickUp Fields.
3. When you're finished, click Continue.

Add a 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 Space you chose.
4. Click Continue.

Map the data to existing task fields

In the previous step, you mapped each column in your file to a ClickUp field type or Custom Field. Now you'll map the data in certain columns to the task fields existing in the Space you chose. 

To map the data to existing fields:

1. On the Map Fields page, in the Destination Values column click the dropdown in each row. 
2. Map the incoming value with a field from the Space.
   If you have imported email addresses for task assignees that do not exist in your Workspace, you cannot map them. You can also select the following options:

   • Keep this value as is: Do not change this value. 

   • Do not import: This value will not import. If the value is not valid, it will import to the final Spreadsheets Importer page with an error message. 
   • You can click Back if needed to edit a task field type on the previous page. 
3. Click Continue.

Import into ClickUp

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 Import.

Find your imported tasks

To find your imported tasks:

1. In the Sidebar, click to expand the Space you chose to import to.
2. Click the List named Imported from Spreadsheet.
   
   • From the Sidebar, you can right-click the List to rename it. 

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. At the bottom of the modal, select Add existing fields.
3. Search or browse for the field. 

Bulk edit your imported tasks

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

Legacy CSV import

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!