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Import projects

Upload your projects to Float using the CSV import

Written by Justyna Kawalec

To import your projects into Float:

  1. Go to the Projects page.

  2. Click Import in the top-right corner.

Import projects

​You’ll be prompted to upload a file using the CSV template. It is especially useful if your projects live in a spreadsheet or in another tool that offers CSV export.

To upload your projects using a spreadsheet:

  1. Click Download project template.

  2. Open the file in Excel or Google Sheets.

  3. Complete the template file with project details.

  4. Click Upload CSV file.

  5. Select the file you want to import.

CSV project 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  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.
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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. Other budget types are currently not supported for the import.

  • 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.

Example of the project uploader file.

Additional notes

  • The CSV import currently does not support project phases, tasks, start/end dates, or budget types other than fixed hours. You can add these details manually in Float or via the API.

  • Each upload is limited to 500 projects.

  • Do not rename, remove, or add columns to the template. Altering or adding columns to the template will cause an error during upload.

  • You can also import your project data using the API or Zapier.

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