For a quick overview, check the Migrating from sheets into Float projects video guide.
To move your projects to Float, select Import in the top-right of the Projects page.
You can choose to upload projects via the CSV template (Upload a file) or by connecting to a project management tool (Sync with another app). Check our integrations page for more details on the tools available.
If you're using the template, select Download project template and open the file in Excel or Google Sheets.
💡 Here's a tip: Check the Pre-populate with your existing projects box if you want to export the list of your projects, make changes to your existing projects, or see how your current data is structured outside of Float.
Fill out the relevant data in the template. The Project Name is the only mandatory field. Other details that you can add are:
- Project code
- Client
- 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).
When you're done, select Upload CSV file to import your projects into Float.
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.