How to Import Excel into Clickup
Importing an Excel file into ClickUp allows you to seamlessly transition your data into a project management environment. Here's a step-by-step guide on how to import Excel data into ClickUp:
- Click on your profile avatar in the bottom left corner.
- Select 'Settings' from the dropdown menu.
- In the settings menu, find and click on 'Import/Export'.
- Click on the 'Start Import' tab.
- Choose 'CSV' from the available import options.
- Click the 'Upload date from file' button to select your CSV file from your computer.
- Select 'Review'.
- After reviewing the data, select 'Continue'.
- Click 'Yes'.
- Select the Space, Folder, or List where you want to import your tasks.
- Click 'Next' and ensure you have the correct destination selected to keep your data organized.
- Review your mapped fields and destination. Click 'Next'.
- Click 'Complete'.
- A notification appears informing you that the import is in progress. To check the status, click the 'Check status' option above.
- Status shows that your import is in progress.
- By following these steps, you can successfully import your Excel data into ClickUp, enabling you to manage your projects and tasks efficiently within the platform.