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Importing projects
Importing projects
Alison Prator avatar
Written by Alison Prator
Updated over a week ago

It's easy to upload your projects to Float using the CSV import tool or one of the project management integrations.

Select Import in the top-right of the Projects page.

You can choose to upload projects via the CSV template or by connecting to a project management tool. See the 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.

๐Ÿ’ก Here's a tip: Check the Pre-populate with your existing projects box if you want to 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.

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 all Project Managers edit access, write the letter Y in the correct column. Leave it blank otherwise.

  • Multiple tags should be separated by a comma.

  • There is a maximum of 500 projects per upload.

  • Altering or adding columns to the template will result in an error message when uploading.

๐Ÿ’ก Here's a tip: If your team is located in a platform that we don't currently have an integration with, you can likely import your data using the API or Zapier.

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