Imports and exports

Project import and export

Project import and export tools help move or back up project structure and records. Use them when migrating data, creating a copy of a workflow, or reviewing project contents outside the app.

CSV and structured data

• 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

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.

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