CSV Importer - Ability to map all Custom Fields
completed
Joe Baye
Be able to map the existing custom fields right from the beginning rather than going through the whole import process and to map new custom import fields to existing ClickUp custom fields. It's an extra step
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Lily Chan
completed
In the new Spreadsheet Importer, mapping to existing custom fields has been moved further up in the steps. And you can also map to existing Lists now. You will be able to also see a more focused list of custom fields to choose from based on where you are importing to.
Check out this video to learn more: https://clickup.wistia.com/medias/yiptdqzai9
Please let us know if you have any feedback. If you are running into any issues/bugs, please file a ticket here: https://help.clickup.com/hc/en-us/requests/new?ticket_form_id=4416695536151
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Alex Norton
Does this mean we can now import into a relationship field instead of a text field?
Lily Chan
Alex Norton: The importer doesn't support relationships yet. Can you please vote on this canny for this feature request? Thank you! https://feedback.clickup.com/feature-requests/p/import-links-relationships-and-dependencies
Lily Chan
completed
In the new Spreadsheet Importer, mapping to existing custom fields has been moved further up in the steps. And you can also map to existing Lists now. You will be able to also see a more focused list of custom fields to choose from based on where you are importing to.
Check out this video to learn more: https://clickup.wistia.com/medias/yiptdqzai9
Please let us know if you have any feedback. If you are running into any issues/bugs, please file a ticket here: https://help.clickup.com/hc/en-us/requests/new?ticket_form_id=4416695536151
Lily Chan
Hi everyone! I just wanted to provide an update that we have paused turning this on for additional customers who've signed up using the Form while we are resolving some bugs. Once those are fixed, we'll continue enrolling additional Workspaces. Thank you!
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Lisa Martin
Zach I would love to be part of the beta testing. Our organization completed the form before it was closed but received no communication about it. Having an efficient way to map custom fields will help make many of our processes more efficient.
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Ana Llabrés
The new import is not allowing to select existing custom fields when trying to map custom fields from the import. It was possible before. Why is that? Also not able to set the comma as my separator so the importing is not working for me at all.
Gurminder Dhami
Capability to import existing task field updates is also needed, it will be of much help when some data reports are there in excel / CSV and a pcarticular custom field in the existing tasks of a list needs to be updated based on values in particular column of the excel / CSV. Zach
Michael Crissey
Is anyone else experiencing issues with the new importer? All the files are mapped and show the correct data when going thru the process. However when finalizing, only about 5% of the data actually imports.
Zach
Michael Crissey: hey Michael I definitely believe you but could you share some more info for our team? Are you having issues when you're mapping CFs or maybe the delimiter step? Or are there no clear signs as to what is failing, it just does?
Michael Crissey
Zach Below are two screenshots. The first 'Upload Screen' shows the final mapping and all data is there. Everything lines up and appears to be good to go.
The second screenshot 'Imported', are all the line items from the import process, but hardly any of the data is there.
Lily Chan
Michael Crissey: Thanks for sharing Michael. Please note that we are working through this issue, and I'll provide an update here once it's been resolved. In the meantime, please let me know if you want to be put back on the old importer in order to unblock the issues you're running into.
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Alex Norton
We are currently unable to to import data into a relationship field . I am wondering why and if the new CSV importer will allow us to do so
Michael Crissey
Zach - any update to share on CSV Importer upgrade?
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Spoorthi Iyer
Hi, I had signed up for beta testing for this feature but didn't receive any confirmation or access to test it in my workspace. Could you please let me know when is this feature releasing?
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