Import your CSV data to Plane

With the CSV importer, you can easily import work items from your CSV file to Plane.

Work Item Types

To import work item types, make sure the Work item types feature is enabled in your Plane project.

Import from CSV

Role: Workspace admins

Here's how to get started:

1. Click your Workspace name at the top left on the sidebar.

2. Select Settings.

3. In the right pane, click on Imports.

4. You'll see several import options - look for the CSV Importers tile and click the Import button.

5. Use the dropdown to select the project where you want your CSV data to go. If you haven't created your destination project yet, you'll need to create it first.

6. Click the Upload CSV button.

   Prepare your CSV

   When importing user fields like Assignee, make sure to use email addresses rather than usernames. This ensures your team members are correctly linked to their work items.

7. You can either drag and drop your file onto the upload area or click Upload file to browse your files. Alternatively, you can click Manually enter data if you prefer to input information directly.

8. You'll need to match your CSV columns to Plane fields:

   • You'll see your CSV fields listed under INCOMING FIELDS on the left.
   • On the right, under DESTINATION FIELDS, select the corresponding Plane field for each item. Fields will be automatically mapped when names match, but you can adjust as needed.
   • Required fields are marked with an asterisk (*).

9. Once you've mapped your fields, click Continue to proceed.

10. You'll see a preview of your data in a table view:

    • Review the data to make sure everything looks correct.
    • If something's not right, you can click Back to adjust your field mapping.
    • When you're ready, click Submit to import your data.

11. That's it! Your CSV data is now imported into your Plane project. For very large datasets, the import might take a few minutes to process.

12. Once it's done, go to Work Items in your Plane project to confirm that the data import is successful.

Imported fields

When bringing your data from CSV into Plane, here's exactly what you can transfer over:

Field	Notes
Title	Required for all items
Description	Plain text only - any formatting, images, or tags will be imported as raw text
Work Item Type	Make sure the Work item types feature is enabled in your Plane project
State
Assignee	Must be email addresses, not usernames - this is how Plane connects work items to users
Priority
Created by	Must be email addresses - allows Plane to track who originally created the item
Start date
Due date
Modules
Cycle
Labels
Created At