For a quick overview, check the Migrating from sheets into Float projects video guide.
To migrate your projects into Float, follow these steps:
Go to the Projects page.
Click Import in the top-right corner.
You’ll be prompted to choose between two import methods:
Upload a file using the CSV template
Sync with another app to connect your existing project management tool
Check our integrations page for a list of supported tools.
Upload projects via CSV template
To upload your projects using a spreadsheet:
Click Download project template.
Open the file in Excel or Google Sheets.
Complete the template file with project details.
Click Upload CSV file.
Select the file you want to import.
💡 Here's a tip: If you already have some projects in Float and want to include them in the template, check Pre-populate with your existing projects.
Required and optional fields
The template includes ten columns. The Project name is the only required field. Other project details that you can add are:
- Client
- Stage
- Notes
- Tags
- Budget (total hours)
- Non-billable (If Y, the project is marked as non-billable)
- All PMS have edit rights (If Y, Managers with ‘manage projects’ permission can edit this project).
Additional notes
To set a project as non-billable or allow Managers with ‘manage projects’ permission to edit this project, write the letter Y in the correct column. Leave it blank otherwise.
A comma should separate multiple tags.
Project phases and tasks cannot be imported via CSV.
There is a limit of a maximum of 500 projects per upload.
Altering or adding columns to the template will result in an error when uploading.