How to Import Excel into Clickup

Quick summary

You can import Excel data into ClickUp by converting your spreadsheet to a CSV file and using the built-in Import/Export tool found in ClickUp's Settings. The process lets you map fields, choose a destination Space or List, and track import status in real time.

Steps

1. Click on your profile avatar in the bottom left corner.
2. Select Settings from the dropdown menu.
3. In the settings menu, find and click on Import/Export.
4. Click on the Start Import tab.
5. Choose CSV from the available import options.
6. Click the Upload data from file button to select your CSV file from your computer.
7. Select Review to preview your data before continuing.
8. After reviewing the data, select Continue.
9. Click Yes to confirm and proceed.
10. Select the Space, Folder, or List where you want to import your tasks.
11. Click Next and ensure you have the correct destination selected to keep your data organized.
12. Review your mapped fields and destination, then click Next.
13. Click Complete to finalize the import.
14. A notification appears confirming the import is in progress — click Check status to monitor it.
15. The status screen confirms your import is actively processing.
16. Your Excel data is now successfully imported into ClickUp, ready for task management.