Import & export

Importing spreadsheets and exporting your data.

How do I export my company's data?Company admins can download data from Settings → Data, either one CSV file per dataset or everything at once as a .zip.Team, chat & data
How do I import clients from a spreadsheet?In Settings → Data → Import, choose Clients, upload your CSV, review the preview, and click Import.Team, chat & data
How do I import tasks from a spreadsheet?Company admins can upload a CSV file in Settings → Data → Import, choose the project and list, check the preview, and…Team, chat & data
What is not included in a data export?Exports leave out passwords, tokens and payment keys, the files themselves (you get download links instead), personal…Team, chat & data
Why were some rows skipped or flagged during my import?Rows with errors (shown in red) are skipped. Rows with warnings (shown in amber) are imported, but WorkHub filled in…Team, chat & data