Import Directly to Folders or Lists | Voters

Import Directly to Folders or Lists

planned

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.

October 11, 2020

WaVi

Zach - ClickUp the questions @Kevin Struck post is a serious problem for milion of people using connection from excel , update some data , every week and/or days. don't think overwrite every time is a good idea ...2024...clickup...the man on the moon... )) sorry but the question is really serious for those who use clickup and excel. tx++

Zach - ClickUp

marked this post as

planned

We're going to get this done!
Can you let me know if this is what you want to see
Thank you!

Melanie von Schorlemer

Zach - ClickUp What you show at the end looks good. Have the Import button in a list and import CSV data. How would this work with custom fields? How will we make sure that the data is entered in the right column?

Kevin Struck

Zach - ClickUp This looks like what I would like to see.

We receive an Excel file three times a week from an external vendor. This file is then imported into Clickup and a new list is generated each time, creating multiple lists. We are seeking a solution that allows us to import the Excel file into an existing list. This would hopefully enable us to update the existing data with any changes from the latest file and add any new entries. The structure of the Excel file, specifically the columns, will remain consistent; only the data within the rows will be updated. Could you confirm if this functionality will be available upon release? Implementing this feature would significantly streamline our processes, saving considerable time for our team each week.

Jonathan Kiekbusch

Zach - ClickUp As others have said, this looks bang on.

The main thing that is important to us as well, is that the custom fields of an existing list become available for mapping when importing to that list.

Michelle Fadelli

Zach - ClickUp thank you. Option 2 is what we are primarily looking for. When you are in a list you can import directly into that list. Whether it is a button or an option on the customize menu (under Export, for example) we don't have a preference.

Malinda Jepsen

Zach - ClickUp: I like where you're going. I want to be sure that it doesn't create a list within the list. If I import into an existing list, I just want the tasks to be in that list, not a list within the list. I'm pretty sure that's what you're saying, so I LOVE it! Thanks!

Richard McBride

Zach - ClickUp yes but PLEASE add the Clickup ID as the unique key so we can OVERWRITE or update instead of only being able to import "NEW" information. Definitely choosing the location first should then prompt the question "are this locations custom fields part of this operation/import" meaning, those custom field options are now part of this import process, anything matching those should be considered identical (like the CU ID# being the unique DB key)...anyways I ramble...ciao !

Richard McBride

Sorry, but why can't we upload other hierarchical structure such as folders and lists and interdependence between items..? I forgot that was an issue until someones comment reminded me of it. Lists are great but it's the interdependent relationships that make ClickUp great. not lists :)

Michelle Fadelli

Our staff are new to ClickUp and have been requesting this, as it will fast-track the creation and management of project lists.

Would be great if it were on the development radar.

Dave Stevens

This seems like common sense and would save a great deal of time. Especially since importing from Notion left all the dates in my notion file as a text field and had to be manually copied, one at a time into ClickUp's "Date" field. Bulk action bar was of no use because there were 400 entries all with different dates. I should be able to select a column, copy, and paste it into another column. Or ClickUp should be smart enough to put date information into the proper column to begin with. This isn't the first thing that should have been easy that ended up being a massive pain.

Kevin Struck

This would be such a huge timesaver and is something that I would use weekly.

Robin Thompson

This is definitely a need. You should be able to upload into a template and have to manually create everything.

WaVi

4 years and not solve this ? sorry my but..i think norequired ask for this : required add this functions

Sundus Zia

This is a need

Lauren Makielski

Agreed -- if ClickUp wants to become an "All-in-one" it will need to grow into a "Dataloader.io"-esque way of Import/Export/Update/Upsert data activities. The IDs and fields are all there -- the schema straighforward. I think plenty of users would be able to easily navigate a self-service hub with more options like this via .csv

Abbie Hewkin

I agree this would be so helpful!

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