Imports and exports

Import from CSV or JSON with column mapping, export a flat table or a full backup, and move Whiteboard content as JSON or ZIP.

Importing records

Import accepts a CSV or JSON file. Map each incoming column to an existing project column or create new ones, decide whether incoming status values merge into or replace the project’s statuses, and choose to import into this project or create a new project from the file.

  • Check column names before import
  • Keep status and tags consistent
  • Avoid importing duplicate rows unless that is intentional
  • Review a small sample before importing a large file

Exporting records

Export formats depend on your plan.

  • CSV: a flat table that works with Excel, Sheets, and other tools. No notes.
  • JSON: a full backup with notes, threads, reactions, and statuses.
  • Selected rows only: choose rows first, then Export from the bulk bar or a row’s menu

Whiteboard import and export

Whiteboard export saves board items and comments as JSON. Whiteboard import creates a board from that JSON and remaps item ids where needed. Selected items can also be downloaded as a ZIP with their files.

File objects in exported Whiteboard data are references. Exporting a board does not clone object storage files by itself.

After importing

  • Check fields and views
  • Open several rows to confirm notes and files make sense
  • Check collaborators and sharing settings before inviting people
  • Clean duplicate or empty rows early