Import spreadsheets into ClickUp

The Spreadsheets importer in ClickUp lets you quickly turn existing CSV or XLSX files into structured tasks and Lists without manual data entry. This guide walks you through preparing your file, running the importer, mapping fields, and reviewing your imported items for accuracy.

Before you import to ClickUp

To get the best results from the Spreadsheets importer, take a few moments to prepare your file. Clean, consistent data will make the import into ClickUp smoother and reduce the need for edits later.

Supported file types for ClickUp imports

You can import spreadsheets from common formats used in project management and reporting tools.

• CSV files
• Excel XLSX files

Make sure your file is saved locally or in a location that is easily accessible from your browser.

Prepare your spreadsheet for ClickUp

Review your spreadsheet structure before starting the import process.

• Use the first row for column headers only.
• Remove empty columns and rows that are not needed.
• Check that dates, numbers, and emails are formatted consistently.
• Ensure there is at least one column that can act as the task name or title.

Well-structured data helps ClickUp correctly map spreadsheet columns to task fields.

How to open the Spreadsheets importer in ClickUp

You can start the Spreadsheets importer directly from the Folder or Space where you want your new tasks to live in ClickUp.

1. Open the Workspace where you want to import data.
2. Navigate to the Space or Folder that will hold the new List.
3. Click the + New or Import option (depending on your layout).
4. Select the Spreadsheets importer.

You will see a prompt to upload your CSV or XLSX file, along with basic options for where the data will be imported inside ClickUp.

Upload your spreadsheet into ClickUp

Once the importer is open, upload your prepared spreadsheet.

1. Click Upload or drag and drop your CSV or XLSX file into the importer window.
2. Choose the target Space, Folder, and List where your tasks should be created.
3. Confirm that the correct file name is displayed.
4. Continue to the next step to map your fields.

ClickUp will read your column headers and show a preview so you can align them with task fields.

Map spreadsheet columns to ClickUp fields

During the import, you will map each spreadsheet column to a task field in ClickUp. This step is essential for accurate task creation and reporting.

Choose a task name field in ClickUp

Every task in ClickUp needs a clear name. Select the column that best represents the task title.

• Pick a column such as Title, Task, or Item as the primary task name.
• Ensure that this column has unique or descriptive values.
• Confirm the mapping in the importer interface.

Without a task name mapping, ClickUp cannot create meaningful tasks from your spreadsheet.

Map standard fields in ClickUp

Align your common columns to standard task properties.

• Description: Map any detailed text or notes column.
• Assignee: Map an email or user name column to assign tasks.
• Due date: Map a date column, using a consistent date format.
• Priority: Map a priority column if values match the priorities you use in ClickUp.

When values closely match existing options, ClickUp can interpret them more reliably.

Use Custom Fields with ClickUp imports

If your spreadsheet contains data that does not fit standard fields, you can map those columns to Custom Fields.

1. For each unmapped column, choose Create Custom Field or an existing Custom Field.
2. Select the most suitable type, such as text, number, dropdown, or date.
3. Confirm the mapping so that every important data point appears in ClickUp after import.

Custom Fields give you flexible ways to track budgets, tags, reference IDs, or any other structured data from your spreadsheet.

Start the import and monitor progress in ClickUp

After mapping all columns, you are ready to run the importer.

1. Review your mappings in the summary screen.
2. Click Import to begin processing the file.
3. Wait while ClickUp creates tasks and applies field values.
4. Keep the browser tab open until the import finishes, especially for large files.

When the importer completes, you will see a confirmation message and a link to open the List where your new tasks were created in ClickUp.

Review and validate imported tasks in ClickUp

After the import, spend a few minutes validating the results so your team can start working confidently.

Check task details in ClickUp

Open the List that received the imported data and review several tasks.

• Confirm that task names are correct and readable.
• Verify that descriptions, assignees, and due dates match your spreadsheet.
• Confirm that Custom Fields appear with the right labels and values.

If you notice mistakes, you can make bulk edits directly in ClickUp using filters and bulk actions.

Organize and share your imported List in ClickUp

Once data looks accurate, organize the new List so your team can start using it.

• Apply views like List, Board, or Table to visualize tasks.
• Create filters or groups based on status, assignee, or Custom Fields.
• Share the List with teammates or guests as needed.

This turns your imported spreadsheet into an actionable workspace inside ClickUp.

Troubleshooting ClickUp spreadsheet imports

If something does not look right after importing, you can usually resolve it with a few checks.

Common issues when importing to ClickUp

• Missing tasks: Confirm the file contained data beyond the header row.
• Incorrect dates: Recheck date formats and regional settings in the source file.
• Unassigned tasks: Ensure emails in the assignee column match existing users in your ClickUp Workspace.
• Custom Field mismatches: Adjust field types or correct values and re-import if needed.

For persistent issues, compare a small sample of rows in your spreadsheet against the imported tasks in ClickUp and update your mappings accordingly on the next import.

Learn more about the Spreadsheets importer for ClickUp

You can dive deeper into the official Spreadsheets importer documentation for detailed, product-level steps and current interface screenshots directly from ClickUp support.

Read the official guide here: Use the Spreadsheets importer.

If you need broader workflow consulting, automation planning, or migration strategy around your project management stack, you can explore expert services at Consultevo.

By following these steps, you can reliably convert existing CSV and XLSX files into structured, collaborative Lists in ClickUp, giving your team a fast way to move from static spreadsheets to a dynamic work management platform.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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