How to Export Data From ClickUp

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How to Export Data From ClickUp

Exporting your work from ClickUp into Excel or CSV makes it easier to run reports, share task details, and analyze performance outside the app. This guide walks you through every export option so you can quickly download the information you need.

Why Export Data From ClickUp?

Sometimes it is more convenient to review task data in spreadsheets rather than inside a project management tool. Exporting your workspace information lets you:

  • Build custom reports using spreadsheet formulas
  • Share progress with stakeholders who do not use the platform
  • Create backups of key task information
  • Combine data from multiple tools in one sheet

The platform supports exports at different levels of your hierarchy, letting you choose exactly what to download.

Understanding ClickUp Export Options

There is no single “Export to Excel” button. Instead, you export data as CSV files from specific views. These CSV files can then be opened in spreadsheet tools including Excel and Google Sheets.

You can export data from:

  • Spaces
  • Folders
  • Lists
  • Various views, such as List view

Each level gives you a different slice of your tasks, so it is important to begin the export from the right place in your workspace.

How to Export a Space From ClickUp

Exporting an entire Space lets you capture most of the task information inside that area of your workspace. This is helpful when you need a broad report across many projects or Lists.

Step-by-step: Export a Space

  1. Open the correct Workspace.
  2. From the sidebar, hover over the Space you want to export.
  3. Click the three dots icon next to the Space name.
  4. Select Import/Export from the menu.
  5. Choose Export.
  6. Pick the export format as CSV.
  7. Confirm the export and wait for processing.
  8. Download the CSV file once it is ready.

After you download the file, open it in Excel. From there, you can use filters, pivot tables, and charts to analyze your Space data.

How to Export a Folder From ClickUp

Sometimes you do not need a full Space export. Instead, you can export a specific Folder that groups related Lists and tasks.

Steps to export a Folder

  1. In the left sidebar, locate the Folder under the correct Space.
  2. Hover over the Folder name and click the three dots icon.
  3. Select Import/Export.
  4. Click Export.
  5. Choose CSV as the export type.
  6. Confirm and wait for the export to generate.
  7. Download the CSV file and open it in Excel.

This method is ideal for exporting data from a single department, client, or project group without including everything in the Space.

How to Export a List From ClickUp

List exports are perfect for detailed task reports, such as a single project or sprint. This is often the most precise way to pull only what you need into Excel.

Step-by-step: Export a List

  1. Navigate to the List you want to export.
  2. Make sure you are in List view for that List.
  3. In the top-right corner of the view, click the three dots icon.
  4. Select Export from the dropdown menu.
  5. Choose CSV as your format.
  6. Confirm and allow time for processing.
  7. Download the CSV once the export finishes.

Every row in the file usually represents a task, and columns map to task properties like status, assignee, due date, and Custom Fields.

Exporting Views in ClickUp for Excel

Many users only need to export the data visible in a specific view. This offers a flexible way to create custom reports by applying filters before exporting.

How to export a List view

  1. Open the List view with the tasks you want to export.
  2. Apply filters or groupings as needed to display only the relevant tasks.
  3. Click the three dots icon in the upper-right corner of the view.
  4. Select Export.
  5. Choose CSV.
  6. Confirm the export and wait for it to complete.
  7. Download the resulting CSV file.

The exported CSV will mirror the data and columns visible in the view, making it simple to recreate reports in Excel.

Tips for better exports from ClickUp views

  • Hide columns you do not need before exporting to reduce cleanup work.
  • Use filters to limit the export to certain assignees, dates, or statuses.
  • Group by status or priority if you plan to analyze tasks by category in Excel.

Opening ClickUp CSV Files in Excel

Once you have downloaded your CSV file, the next step is to open it in a spreadsheet tool.

Open the CSV directly

  1. Locate the CSV file on your computer.
  2. Right-click the file icon.
  3. Select Open with and choose Microsoft Excel.
  4. Verify that columns and data look correct.

Import CSV into an existing workbook

  1. Open Excel and the workbook where you want to store the data.
  2. Go to the Data tab.
  3. Choose Get Data or From Text/CSV (depending on your Excel version).
  4. Select the exported CSV file.
  5. Follow the prompts and confirm the delimiter settings.
  6. Load the data into your chosen sheet.

After importing, you can add formulas, charts, and dashboards to turn your task information into actionable insights.

Best Practices for Managing ClickUp Exports

To keep your exports organized and easy to maintain, follow a few simple guidelines.

Name and store your files clearly

  • Include the Space, Folder, or List name in the file name.
  • Add the export date, such as marketing-list-2026-01-08.csv.
  • Store files in a dedicated reporting or archive folder.

Clean your data after export

  • Remove columns you do not plan to analyze.
  • Standardize date and time formats in Excel.
  • Check for duplicate rows if you combine multiple exports.

Schedule regular exports

  • Export weekly or monthly reports from key Lists.
  • Maintain a history of CSV files for trend analysis.
  • Use the same filters and views each time for consistent reporting.

Learn More About ClickUp Export Features

If you want to see the original documentation and visual examples, you can review the official guide on how to export data to Excel and CSV in this article about exporting from ClickUp. It explains additional details and advanced options that may be helpful for complex workspaces.

For broader workflow and productivity strategies that complement your exports, you can explore consulting resources at Consultevo, which focuses on optimizing tools and processes for teams.

Summary: Exporting From ClickUp to Excel

You can export data from your Spaces, Folders, Lists, and views using built-in CSV export tools. After downloading, open the file in Excel to organize, analyze, and share your information. With clear naming, regular exports, and simple cleanup steps, your spreadsheet reports will stay accurate and easy to use.

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