CSV Importer - Ability to map all Custom Fields
in progress
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
Log In
Zach
For everyone who signed up for the beta I posted below, it has been turned on in your Workspace!
Please send all your feedback to this email:
which will post your comments directly to a task that our engineering team will review.
Thank you 🙏
Jon Stutfield
Hi Zach - is there an easy way to tell whether this has been turned on for our account? I filled in the form, but I can't see a way to map custom fields.
Felipe Covas
It would be great if we could import spreadsheets to update existing records. For example, if I have 10 cards created, it is necessary to go up a base to update the 10 that already exist, and create new records, if it is not already on the destination list.
M
Miriam Daub
Felipe Covas agree! We are consistently trying to clean up data and use ClickUp as the most up to date tool, but not being able to update existing records via load makes that not possible at scale for us.
Felipe Covas
Miriam Daub Exactly, Miriam!
Zach
Hey everyone!
We're excited to announce an updated version of our Spreadsheet Importer (also known as the CSV Importer), and we'd love to offer some of you an exclusive sneak peek. This new version includes the ability to map additional custom fields that were previously unavailable, along with significant style enhancements to the importer.
If you're interested in signing up for early access, please do so here.
We'll be turning this beta on shortly this week (I'll post when we do it).
Thank you!
V
Vincent D'Amico
Zach wow i cant wait!
Kevin Struck
Zach This is excellent, exactly what we need. I tried to submit the form, but it is saying the form doesn't exist.
Zach
Kevin Struck: Can you please try again: https://forms.clickup-stg.com/333/f/ad-1889765/SUZ7UYD9C1S5LNB5A1
Kevin Struck
Zach
Kevin Struck
Zach, seems for whatever reason, I cannot access the form from my company network, but I can reach it on my phone, so I will fill it out that way. Sorry about that.
V
Vincent D'Amico
Zach does this version have the capability to import existing task field updates? Or just new tasks?
Just curious if it also contains the capability to update existing tasks. Great to see it either way! the team has definitely been hard at work.
Carl Erwich
Zach, does the beta switch the entire workspace or just for a specific user?
Zach
Carl Erwich it's for the whole Workspace
Vincent D'Amico it doesn't include the ability to update existing tasks at the moment.
For those who signed up, we have turned on the feature in your Workspace! Please give it a go and let us know if you run into anything that we should know about!
Zach
in progress
Daniel Urbano
Zach We need to simplify the way we import into a specific location, even if it's an existing list. Also, it is important to show first only the custom fields of that list (if it is a new list, then show first CF from its folder or space).
Then, give me the option to see other CF I have access to in the workspace.
A
Alex Bowsher
Zach YAY!
Bruno Canguçu
I have a suggestion. I had difficulty importing data from a CSV file into ClickUp, specifically a date field. I wanted to import only the date without the time, but it always sets the time to 4:00 a.m. It would be helpful to have the option to import just the date.
Luci N.
Merged in a post:
Match customs fields automatically
Carl Erwich
In the custom fields mapper on IMPORT scan the source file and automatically map the fields so you dont need to go through a long list.
Michael Crissey
Zach
Regarding submitted Click Up forms and CSV lists.
When a client submits a CU form with CSV list, we receive that task in our ‘Photo - Form Requests’ list. Once we download and import the CSV list, that imported information goes into our ‘Photo – Open Requests’ list, but none of the information that was submitted on the CU form is carried over. So we have to manually add all of that info; who submitted, the brand, the due date, etc. to the 'Open Requests'
Is there a way to carry over the information submitted on the Click Up form from the ‘Forms Request’ list to the ‘Open List’?
A
Amanda Heald
Add 'billable/non-billable' as part of CSV import. I know I can change the value in Timesheets but it would be great not to have to go through that extra step.
Julian Herr
and another one which is so much important and shows me that clickup only works 50%. Thanks for nothing again. omg pleaaaase add this regular things, so the people who PAY and USE your software can use it in the right way.
S
Sophie Guerin
CSV import should also support to import the custom fields of the subtasks (not only the tasks). Maybe by using ident in Excel to differentiate the task level vs subtask level vs level 3, etc...
Load More
→