Click your Workspace avatar in the lower-left corner
Select Import/Export
Select Excel & CSV
Click the Import from CSV/Excel file button
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.
Double-check your data looks good in the preview window
If not, try using a different Encoding format from the drop-down menu on the right.
Confirm your header row by clicking Yes, select another row, or click on No header row
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
Review the mapping for each column entry
Click Review in the bottom right
Resolve any conflicts or issues
If you receive an error message, make sure all fields are mapped to destinations
Click Continue
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!
Select which Space to import into
Select your date format
Click Next
Map your data to Custom Fields by creating a new Custom Field or mapping to an existing Custom Field using the Custom Fields library
Click Complete to finish your import
Your import will be processed and your tasks will appear in ClickUp shortly!
Next steps
Find your imported tasks
You can find your imported tasks by:
Finding the Space you selected during the import process in the navigation sidebar
Using 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.
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