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.
💡 Here's a tip: If your team uses a platform that does not integrate directly with Float, try importing your data using the API or Zapier.
Upload projects via CSV template
Uploading a CSV file is the best option if your projects currently live in a spreadsheet or in a tool that does not integrate directly with Float.
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 project CSV template contains ten columns. Each column maps directly to a project setting in Float.
The Project name is the only required field. Each row must include a project name for the import to succeed.
Other project details that you can add are:
Project code - A unique identifier; the same code can’t be used for multiple projects.
Client - The client associated with the project. You can use an existing client or add a new one.
Stage - To upload a project with a specific stage, the stage must already exist in Float. Stages are managed in Team settings > Projects.
Notes - Internal notes for the project.
Tags - To add multiple tags, separate them with a comma.
Budget (total hours) - The total number of hours budgeted for the project.
Non-billable (Y) - Type Y to set the project as non-billable. If the project is billable, leave the field blank.
Project Owner Email - The email address of the project owner. The person must already exist in Float with this email on their profile.
All PMs have edit rights (Y) - Type Y to allow managers with the 'manage projects' permission to edit this project. Leave it blank otherwise.
Additional notes
Project phases and tasks cannot be imported via CSV.
There is a limit of a maximum of 500 projects per upload.
Do not rename, remove, or add columns to the template. Altering or adding columns to the template will result in an error when uploading.