Ability to export a List and then re-upload into that same List with updated data (bulk update tasks by import)
future
Kirk Mullis
It would be very helpful to be able to export project data and edit the data in a spreadsheet then import the csv to update the existing project data.
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Lily Chan
Merged in a post:
Bulk Upload to Update Existing Tasks via Excel
Janette Rosales
Description:
Add the ability to bulk upload an Excel spreadsheet to update existing tasks with additional information (e.g., email addresses, phone numbers, status notes) without creating duplicate tasks.
Key Requirements:
Match existing tasks by unique ID or title.
Update only the specified fields from the spreadsheet.
Prevent creation of new tasks unless explicitly intended.
Allow updates to multiple fields and custom fields at once.
Maintain full change history for audit tracking.
Value & Impact:
This feature would greatly improve efficiency by enabling quick updates to many tasks simultaneously. It would save time, reduce manual data entry, and help maintain accuracy in contact information, status updates, and other critical task details.
Example Use Case:
When multiple tasks require adding a missing email address or phone number, users can prepare a single Excel file with the updates and bulk apply them in one step, avoiding the need to open and edit each task individually.
Kim Kragbæk Larsen
Hello,
Is there any update to this topic?
I am struggling with a "CRM" module we have setup where we have detailed turnover on companies which we wishes to upload to our existing companies list.
I have made an import list with the correct task ID, but I cannot find an option to update our tasks. we can only import new tasks.
E.g. hubspot have a solution where you can export a list, edit in excel and reupload to do a mass update.
Can this be fixed with a sharepoint, Google drive or something else? or even better are you planning to offer the same feature in ClickUp?
Best
Kim
Lily Chan
Merged in a post:
Import from ClickUp
LaToya Davidson-Perez
Right now it's now possible to move one ClickUp Space from one Workplace (Team) to another Workplace (Team).
I'm a freelancer who works in administrative support for clients with employees or other freelancers and so it is not always appropriate for them to just live within my Workplace. I encourage my clients to create their own Workplaces and assist them in the design of their Spaces.
Now that they're using ClickUp it would be best to move my Spaces (or tasks, etc.) for each client group to their new Workplace. There is no "easy" way to do so. It would be nice if in addition to being able to import from Asana and other programs, to also do a ClickUp to ClickUp import/export.
M
Melissa Doyle
I am interested in this feature, will this be on the roadmap?
V
Vincent D'Amico
Lily Chan Thanks for merging this. I know this has been one of the biggest needs of the platform. I work with other companies that use Clickup and dont use Clickup Ticketing systems etc.
They give us weekly & monthly reports of updated statuses / etc. So far I've been unable to use Clickup for these workflows because of not having this capability to update existing tasks.
Not everyone in the world uses clickup and the reality is we have to be able to update existing databases to keep it worthwhile.
This enhancement would help solve getting more adoption with Clickup. It would help us visualize things which are out of our control to be able to update these separate workflows that we are needing to update. While CSV imports have improved this has held us back from not being able to adopt any workflow with CSV's.
Hoping the team is able to consider this. John Sanchez
Lily Chan
Vincent D'Amico: Thank you for sharing your specific use case. In your specific workflow, does that weekly/monthly report that you get with updated statuses include a ClickUp task id, or would you have a need to be able to select a different field to be able to match tasks from the csv to the existing task in ClickUp?
V
Vincent D'Amico
Lily Chan It would be ideal to set a custom field as the task ID or use a ClickUp task ID. In my case, which likely resonates with thousands of ClickUp users, there are other ticketing platforms used by third parties that require monitoring.
The ability to create a new task or append to an existing one would be incredibly useful. It would improve visibility and provide full context when working with organizations, which is something we all do.
Fortunately, we have a product manager or relationship manager sharing bulk tickets related to our organization. This could give me an advantage when analyzing open and closed tickets. While they email us bulk updates weekly, it's so easy to lose track of tasks / tickets if they're not in ClickUp which is what i want to do with this data.
I held back from utilizing clickup as my solution for this because I would need to create a new list every time or manually go one by one. to keep track of updates on an existing case that needs to be listed as an update or status changed.
Lily Chan
marked this post as
future
A
Amanda Kelly
Lily Chan Please please PLEASE beg them to prioritize this. It will be an absolute game-changer for so many clients.
Lily Chan
Amanda Kelly Absolutely - we definitely recognize the value of this! We will need to tackle a few FRs to achieve this functionality, starting with https://feedback.clickup.com/feature-requests/p/import-full-subtasks-and-nested-subtasks-via-csv-custom-fields-checklists-etc
Stay tuned and thanks for your enthusiasm!
Lily Chan
Merged in a post:
Import/Export Spreadsheets
B
Brandon Harris
it would be nice to export a spreadsheet that is a table that exists within ClickUp, then re-import that spreadsheet and allow that to make the updates within ClickUp
Lily Chan
Merged in a post:
Import to update existing tasks
R
Randall Kizziar
A basic funtion of a database is the ability to update the data on mass via an import. It's shocking that clickup has yet to add this. All the fields need are there except the option to select the task id.
Lily Chan
Hi Everyone. Our platform team has built out a tool specifically for ClickUp Workspace to Workspace migrations. Please reference this Help Center article for more information: https://help.clickup.com/hc/en-us/articles/29806883199127-Consolidate-Workspaces
For the export-to-import feature request, please vote and comment on this feature request: https://feedback.clickup.com/feature-requests/p/ability-to-export-a-list-and-then-re-upload-into-that-same-list-with-updated-dat
Lily Chan
Merged in a post:
Import updates to the lists, not just new ones
C
Cesar Augusto de O. Diniz
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