How to Import Work into ClickUp
Importing your existing work into ClickUp lets you move tasks, projects, and workflows from other platforms into one organized workspace without starting from scratch.
This guide explains the available import options, how to prepare your data, and what to expect at each step so you can migrate smoothly.
Before you import into ClickUp
Before launching any import, take a moment to plan and review your current tools. A bit of preparation will help you get the best structure inside ClickUp.
Review your current tools and data
List every platform where you currently track work. Common sources include:
- Project management tools
- Spreadsheet files and CSV exports
- Task lists and note-taking apps
- Documents that contain checklists or project outlines
Decide which spaces, projects, or lists must move to ClickUp now and which can be archived or left behind.
Decide how your work should map into ClickUp
ClickUp uses a hierarchical structure. When reviewing your existing work, note how it should map:
- Workspace: overall company or organization
- Spaces: large departments or areas
- Folders and Lists: teams, projects, or clients
- Tasks and Subtasks: actionable work items
Knowing this structure in advance helps avoid rework after the import finishes.
Available ClickUp import options
You can import work into ClickUp in several ways depending on your current tools and data format.
Built-in ClickUp importers
ClickUp offers guided importers for many popular tools. These importers typically preserve basic task details and project hierarchy.
From the import area, you can choose your original tool and follow the onscreen instructions to connect accounts or upload exports. Once connected, you can select which projects, boards, or lists to bring into ClickUp.
CSV import into ClickUp
If your current platform can export data, you can usually obtain a CSV file. You can then import that CSV into ClickUp.
CSV imports can be used for:
- Task lists from spreadsheets
- Backlogs from legacy tools
- Basic project outlines stored in tables
During CSV import, you map columns in your file to fields inside ClickUp, such as task name, description, assignee, due date, and custom fields.
Template-based imports in ClickUp
For recurring processes, you can use templates after you import your first successful structure into ClickUp. While this is not a direct import from another platform, it allows you to standardize how new projects are created.
Once you refine an imported setup, save it as a template and reuse it for future work across your workspace.
How to start an import in ClickUp
The basic flow for bringing work into ClickUp is similar for built-in importers and CSV files.
Step 1: Open the import area
- Sign in to your Workspace.
- Open the main settings or workspace menu.
- Find the import section where supported tools and CSV options are listed.
From here, you can choose the specific platform or file type you want to import.
Step 2: Select your source for ClickUp
Choose the platform that matches your current tool or pick the CSV option. Options may vary over time as more direct importers are added.
For direct importers, you may be asked to sign in or provide an export file from that tool. For CSV, you will upload your file directly from your computer.
Step 3: Connect or upload your data
Depending on the importer type, you may need to:
- Authorize a connection to the other app
- Choose which projects, boards, or spaces to import
- Upload one or more CSV files containing your tasks
Follow the prompts carefully to make sure all desired items are included.
Step 4: Map fields into ClickUp
Field mapping defines how information from your old system appears in ClickUp. This step is crucial for a clean migration.
Typical fields to map include:
- Task name or title
- Description or notes
- Assignees or owners
- Due dates and start dates
- Status or stage
- Tags or labels
- Custom fields where available
Review each mapping option to be sure the resulting tasks will display information correctly inside your new lists.
Step 5: Choose your destination in ClickUp
Next, select where the imported data should live in ClickUp. You may be able to:
- Create a new Space or Folder for the imported work
- Import into an existing Space
- Create new Lists that match your original projects
Plan this destination according to your new structure so teams can find their tasks easily.
Step 6: Run and review the import
Once all settings and mappings are confirmed, start the import. For large data sets, this may take some time. After completion:
- Open the new Space or Lists in ClickUp
- Review a sample of tasks to check fields and hierarchy
- Verify assignees, dates, and statuses
- Confirm any custom fields imported correctly
If needed, adjust your layout, views, and filters to optimize how your team sees the imported work.
Tips for a smooth ClickUp import
To avoid confusion and cleanup work after your migration, use these practical tips.
Clean data before import
Before exporting or connecting, remove outdated or duplicate items from your old system. Archiving unnecessary projects reduces clutter inside ClickUp and speeds up the import.
Use test imports inside ClickUp
For large or complex setups, perform a small test import into a temporary Space. This lets you validate mappings and hierarchy before you migrate everything.
Once satisfied, repeat the process for the full data set using the same mapping rules.
Communicate changes to your team
After your work is imported, let your team know where to find their projects and tasks in ClickUp. Consider providing:
- A quick overview of the new Space and List structure
- Links to training resources
- Guidelines on which tools to stop using
Clear communication ensures everyone switches to the new workspace without losing track of ongoing work.
Troubleshooting ClickUp imports
If the result is not what you expected, you can often correct it quickly.
- Check mapping: If a field looks wrong, confirm how it was mapped during import.
- Re-import: For major issues, consider deleting the test Space and importing again with updated settings.
- Adjust structure: Rename Spaces, Folders, and Lists to better reflect your processes.
For more detailed, source-level information on importing, you can review the original documentation on the official help center: Intro to importing your work into ClickUp.
Next steps after moving to ClickUp
Once your data is imported and organized, enhance your workspace by:
- Creating custom views like Board, List, and Calendar
- Adding automations to streamline recurring actions
- Setting up dashboards to monitor key projects
If you need expert guidance on optimization, workflow design, or broader platform strategy, you can explore consulting resources such as Consultevo for additional support.
By carefully preparing, mapping data correctly, and reviewing your structure, you can transition your existing work into ClickUp with confidence and keep your teams aligned in a single, powerful workspace.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
“`
