Import and export projects with CSV

Import projects

1
Prepare six columns
Use this exact header order: Client, Project, Project Code, Start Date, End Date, Project Notes.
2
Fill required values
Client and Project are required. Dates may be YYYY-MM-DD or M/D/YYYY; the start date cannot be after the end date.
3
Upload the CSV
Attach a non-empty CSV up to 1 MB and choose Upload and import projects.
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4
Review created clients
An unknown client name creates a new client. Matching is case-insensitive within the workspace.

Watch out

The importer creates project basics only. It does not bulk-configure rates, budgets, tasks, or team assignments.

1
Choose a scope
Select Active, Budgeted, or Archived projects.
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2
Download
Choose CSV or Excel. Both choices currently download CSV-formatted bytes that Excel can open.

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.