CSV importer

The CSV Importer lets you bring work items into Plane from a CSV file.

INFO

Plane also offers a Flatfile Importer with interactive field mapping and inline editing. The Flatfile Importer is only available on Plane Cloud.

Prepare your CSV

Your CSV file should include columns for the fields you want to import.

Download the sample CSV to see the expected format, or use it as a starting point.

The expected columns are:

name,description_html,priority,start_date,target_date,state_group
Quarterly report,<p>Compile Q2 results for stakeholder review.</p>,high,2025-04-01,2025-04-10,started
Update vendor contracts,,medium,2025-04-05,2025-04-20,unstarted
Office supply restock,,low,,,backlog

TIP

Save your CSV file with UTF-8 encoding.

A few things to note:

• description_html supports HTML markup. Plain text works too, but wrap it in <p> tags if you want paragraph formatting preserved.
• priority accepts urgent, high, medium, low, or none.
• start_date and target_date use YYYY-MM-DD format.
• state_group maps to Plane's state groups: backlog, unstarted, started, completed, or cancelled.

WARNING

Make sure your CSV is properly formatted before uploading. Malformed rows or mismatched columns may cause individual rows to fail during import.

Import from CSV

Role: Workspace Admin

1. Go to Workspace Settings > Imports.

2. Find the CSV tile and click Import.

   

3. On the Select Project step, choose the Plane project where you want to import your work items. The project must already exist — create it first if needed.

   

4. Click Next.

5. On the Upload CSV step, upload your CSV file by dragging it onto the upload area or clicking to browse.

   

6. Click Import CSV.

The importer processes your file and creates work items in the selected project. You'll see the import job appear in the Migrations table with a status of Transforming while it's in progress.

Once complete, the status changes to Finished.

View import summary

After an import finishes, click Summary in the Migrations table to download a JSON report. The report includes the total number of rows processed, how many were successfully imported, and how many failed. For failed rows, the report lists the specific errors so you can fix your CSV and re-import.

TIP

The CSV Importer creates new work items on every import — it does not update existing ones. If you import the same file twice, you'll get duplicate work items.

Imported fields

Column	Notes
name	Required. Used as the work item title.
description_html	Supports HTML markup. Plain text is also accepted.
priority	Accepts urgent, high, medium, low, or none.
start_date	Format: YYYY-MM-DD.
target_date	Format: YYYY-MM-DD. Used as the work item's due date.
state_group	Maps to Plane's state groups: backlog, unstarted, started, completed, or cancelled.