Import Directly to Folders or Lists
complete
B
Bradley Lennox
It seems when importing from a CSV file that it creates a new list every time. It would be great if you can import a CSV. task file directly into a pre-created List or Folder.
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Tiffany Patton
It seems that we are asked to "let us know how it goes!" yet get ignored once the request is closed.
H
Heather Malandra
Are we able to update existing records? i.e. can we export a list of tasks with their task ID, update the description or title, and then reimport?
Zach
complete
Hey everyone,
We are gradually releasing a
updated version
of the spreadsheet importer and this new version will allow you to import directly into Folders and Lists. If you see it on your Workspace, please give it a try and let us know how it goes!Thank you for your patience! 🙏
Michelle Fadelli
Zach thanks for the update. Where will we see it? Under the imports/exports at the workspace level or directly in the list we want to import into?
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Vincent D'Amico
Zach thanks again for your dedication to this.
Tiffany Patton
Michelle Fadelli I see it at the Space level and Folder level. Click the ellipsis (...), create new, import
Tiffany Patton
Zach Hi Zach - am I missing something? This imports exactly as it always did - we just access it from the sidebar instead of settings. From the request and your "complete" update, I was expecting to import directly into an existing list. Can you shed some light on this?
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Quinton Sawyer
Zach took a lot of attempts to get the importer to work. Tried both webpage and desktop app. Excel Spreadsheet failed almost every attempt, worked better as CSV file. Importer was very slow, and anytime it had any error, requesting refresh of page, or got stuck on "job running on this resource", you had to start the import over. When the import actually went into correct list, it didn't capture the mapping that it was showing in the import preview page. Not sure if had to do with the custom field type, but nothing was working properly for my attempts with the import.
Michelle Fadelli
Tiffany Patton thanks Tiffany, I don't see to be able to import into an existing list yet, just the normal options of importing and creating a new list. Will keep checking.
Zach
Tiffany Patton: you should see an option like this. If you do not yet, then we haven't migrated the change to your Workspace yet. This is being done gradually!
Tiffany Patton
Zach Thank you. I thought what I was seeing was new - but not this. I shall continue to patiently wait.
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Tim Bynum
It would be really great to be able to import directly into an existing project. There is a lot of extra steps that have to happen to just be able to cut them down to a few.
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Todd Boring
I am unsure if it was mentioned or factored into the design, but importing a sheet to update existing tasks in a list is also a requirement for my needs.
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Vincent D'Amico
Zach is this coming anytime soon i know it has been stuck in planned for quite some time now it feels like. This is deffintely a staple of when us Clickup Champions inside of an organization get push back from being able to upload content directly.
Thank you!
M
Mitch Brookes
Brilliant Idea, export, adjust, reupload, ideal if we could upload into our custom fields and many fields too, would be fantastic especially with the larger business users like ourselves
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Nicolette Miller
AGREED, NEED
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Chinab
I have minimum 50 tasks for every list cannot manually enter every time. This import feature is basic.
K
Kofi Miller
Any updates?? Massively need this in order to switch my large organisation to clikup
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