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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.
description: Import work items from CSV files to Plane.
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description: Import work items from CSV files to Plane using the Flatfile importer.
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---
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# Import your CSV data to Plane
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With the Flatfile importer, you can easily import work items from your CSV file to Plane.
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The Flatfile importer provides a streamlined way to bring your work items into Plane from CSV files. With intelligent field mapping and data validation, you can migrate your data accurately and efficiently.
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::: info
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The Flatfile importer is only available on Plane Cloud. A separate [CSV importer](/importers/csv)is available on both Cloud and the self-hosted Commercial Edition.
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The Flatfile importer is only available on Plane Cloud. If you're using the self-hosted Commercial Edition, use the [CSV importer](/importers/csv)instead.
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:::
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## Import from CSV
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> **Role**: Workspace admins
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::: warning Work Item Types
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To import work item types, make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project.
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:::
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Here's how to get started:
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1. Click your Workspace name at the top left on the sidebar.
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2. Select **Settings**.
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3. In the right pane, click on **Imports**.
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3. In the right pane, click **Imports**.
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4. Look for the **Flatfile Importer** tile (marked Beta) and click the **Import** button.
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5.**Configure your destination project**
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Select the Plane project where you want your CSV data to go. If you haven't created your destination project yet, you'll need to create it first before proceeding.
You can either drag and drop your file onto the upload area, click to browse your files, or manually enter data if you prefer to input information directly.
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::: tip Sample CSV template
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Download our [sample CSV file](https://media.docs.plane.so/importers/flatfile/flatfile-import-sample.csv) to see the correct format and field structure for importing your data.
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Make sure your CSV is properly formatted before uploading. Save your CSV file with UTF-8 encoding. Malformed rows or mismatched columns may cause individual rows to fail during import.
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:::
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7.**Map your fields**
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4. You'll see several import options - look for the **Flatfile Importer** tile and click the **Import** button.
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The field mapping screen appears with two columns:
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-**INCOMING FIELDS** (left): Your CSV column headers
5. Use the dropdown to select the project where you want your CSV data to go. If you haven't created your destination project yet, you'll need to create it first.
The importer automatically maps fields when column names match Plane's field names. You can adjust any mapping by clicking the dropdown next to each incoming field.
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::: warning Prepare your CSV
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When importing user fields like **Assignee**, make sure to use email addresses rather than usernames. This ensures your team members are correctly linked to their work items.
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Required fields are marked with an asterisk (\*).
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::: warning User fields require email addresses
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For fields like **Assignees** and **Created By**, you must use email addresses rather than usernames. This ensures team members are correctly linked to their work items in Plane.
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:::
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7. You can either drag and drop your file onto the upload area or click **Upload file** to browse your files. Alternatively, you can click **Manually enter data** if you prefer to input information directly.
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8.**Validate field values**
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For fields like State and Priority, you'll need to map your CSV values to valid Plane options:
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- The screen shows each unique value from your CSV under "Incoming Values"
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- Select the matching Plane value from the "Destination Values" dropdown
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- The mapping count shows your progress (e.g., "0 of 2 values mapped")
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Continue mapping until all values are matched to valid Plane options.
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Click **Continue** when all fields are properly mapped.
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9.**Review your data**
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You'll see a table preview of your data with all mapped fields. This is your last chance to verify everything looks correct before import.
- Review each row to ensure the data appears as expected
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- Check that field mappings are correct
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- If something's not right, click **Back** to adjust your field mapping
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8. You'll need to match your CSV columns to Plane fields:
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- You'll see your CSV fields listed under **INCOMING FIELDS** on the left.
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- On the right, under **DESTINATION FIELDS**, select the corresponding Plane field for each item. Fields will be automatically mapped when names match, but you can adjust as needed.
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- Required fields are marked with an asterisk (\*).
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When you're satisfied, click **Submit** to start the import.
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9. Once you've mapped your fields, click **Continue** to proceed.
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10.**Track your import**
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10. You'll see a preview of your data in a table view:
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- Review the data to make sure everything looks correct.
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- If something's not right, you can click Back to adjust your field mapping.
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- When you're ready, click **Submit** to import your data.
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Once submitted, your import appears in the Migrations list with:
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- Status indicator (Finished, In Progress, or Failed)
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- Total batches and imported batches count
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- Start time
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- Options to **Re Run** or **Cancel** the migration
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11. That's it! Your CSV data is now imported into your Plane project. For very large datasets, the import might take a few minutes to process.
Copy file name to clipboardExpand all lines: docs/workspaces-and-users/billing-and-plans.md
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@@ -150,7 +150,7 @@ When you create a new Plane workspace on our Cloud, you automatically start a 14
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The trial includes all Business plan features, full seat capacity for your team, and AI credits for Plane AI features. No payment method is required.
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After 14 days, your workspace automatically reverts to the Free plan if you haven't upgraded to a paid subscription.
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After 14 days, your workspace automatically reverts to the Free plan if you haven't upgraded to a paid subscription, and you won’t be charged if a payment method was never added.
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