{"id":4122,"date":"2023-09-19T09:35:30","date_gmt":"2023-09-19T09:35:30","guid":{"rendered":"https:\/\/plaky.com\/help\/?p=4122"},"modified":"2026-10-13T08:46:25","modified_gmt":"2026-10-13T08:46:25","slug":"import-csv-to-a-board","status":"publish","type":"post","link":"https:\/\/plaky.com\/help\/manage-project-in-plaky\/board\/import-csv-to-a-board\/","title":{"rendered":"Import CSV to a Board"},"content":{"rendered":"\n<div class=\"wp-block-custom-audience-tag audience-tag-box\"><span class=\"tag-title\">Who can use this feature?<\/span><div class=\"tag-rows\"><div class=\"tag-row\"><svg width=\"18\" height=\"18\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-aud-final\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-aud-final)\"><path d=\"M12 12C10.9 12 9.95833 11.6083 9.175 10.825C8.39167 10.0417 8 9.1 8 8C8 6.9 8.39167 5.95833 9.175 5.175C9.95833 4.39167 10.9 4 12 4C13.1 4 14.0417 4.39167 14.825 5.175C15.6083 5.95833 16 6.9 16 8C16 9.1 15.6083 10.0417 14.825 10.825C14.0417 11.6083 13.1 12 12 12ZM4 20V17.2C4 16.6333 4.14583 16.1125 4.4375 15.6375C4.72917 15.1625 5.11667 14.8 5.6 14.55C6.63333 14.0333 7.68333 13.6458 8.75 13.3875C9.81667 13.1292 10.9 13 12 13C13.1 13 14.1833 13.1292 15.25 13.3875C16.3167 13.6458 17.3667 14.0333 18.4 14.55C18.8833 14.8 19.2708 15.1625 19.5625 15.6375C19.8542 16.1125 20 16.6333 20 17.2V20H4ZM6 18H18V17.2C18 17.0167 17.9542 16.85 17.8625 16.7C17.7708 16.55 17.65 16.4333 17.5 16.35C16.6 15.9 15.6917 15.5625 14.775 15.3375C13.8583 15.1125 12.9333 15 12 15C11.0667 15 10.1417 15.1125 9.225 15.3375C8.30833 15.5625 7.4 15.9 6.5 16.35C6.35 16.4333 6.22917 16.55 6.1375 16.7C6.04583 16.85 6 17.0167 6 17.2V18ZM12 10C12.55 10 13.0208 9.80417 13.4125 9.4125C13.8042 9.02083 14 8.55 14 8C14 7.45 13.8042 6.97917 13.4125 6.5875C13.0208 6.19583 12.55 6 12 6C11.45 6 10.9792 6.19583 10.5875 6.5875C10.1958 6.97917 10 7.45 10 8C10 8.55 10.1958 9.02083 10.5875 9.4125C10.9792 9.80417 11.45 10 12 10Z\" fill=\"black\" fill-opacity=\"0.87\"><\/path><\/g><\/svg><span>All members, except Viewers<\/span><\/div><div class=\"tag-row\"><svg width=\"18\" height=\"18\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-flg-final\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-flg-final)\"><path d=\"M5 21V4H14L14.4 6H20V16H13L12.6 14H7V21H5ZM14.65 14H18V8H12.75L12.35 6H7V12H14.25L14.65 14Z\" fill=\"black\" fill-opacity=\"0.87\"><\/path><\/g><\/svg><span>Available on all plans<\/span><\/div><\/div><\/div>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Import a CSV file into a Board and transfer important data to your existing Plaky Board. With this solution, you can integrate information from external systems and Plaky.<\/p>\n\n\n\n<h2 class=\"wp-block-heading translation-block\">Import CSV<\/h2>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">To start, you will need to import your prepared CSV file into your Plaky Board. Here\u2019s how:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Click on the <strong>three<\/strong> <strong>dots<\/strong> on the right<\/li>\n\n\n\n<li class=\"translation-block\">Select <strong>Import from CSV<\/strong><br><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"344\" class=\"wp-image-8743\" style=\"width: 150px;\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/import-from-csv.jpeg\" alt=\"import from csv\" srcset=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/import-from-csv.jpeg 358w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/import-from-csv-218x500.jpeg 218w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/import-from-csv-5x12.jpeg 5w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><\/li>\n\n\n\n<li class=\"translation-block\">Upload a CSV file&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Select the delimiter<\/li>\n\n\n\n<li class=\"translation-block\">Toggle if the first row should be headers<\/li>\n\n\n\n<li class=\"translation-block\">Select which column shows the Item name<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Proceed<\/strong> to move on to mapping<br><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"260\" class=\"wp-image-8744\" style=\"width: 500px;\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/upload-csv-file.jpg\" alt=\"upload csv file\" srcset=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/upload-csv-file.jpg 1200w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/upload-csv-file-500x260.jpg 500w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/upload-csv-file-1024x532.jpg 1024w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/upload-csv-file-768x399.jpg 768w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/upload-csv-file-18x9.jpg 18w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/li>\n<\/ol>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">After uploading a CSV, you can map CSV columns to Board fields.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Select the <strong>destination group<\/strong>\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Select one of the existing Item groups<\/li>\n\n\n\n<li class=\"translation-block\">Create a new Item group<\/li>\n\n\n\n<li class=\"translation-block\">Select a CSV column for group name<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"translation-block\">Map to which Board Fields you want to import the data from the CSV<\/li>\n\n\n\n<li class=\"translation-block\">Click on <strong>Finish import<\/strong> to complete the action<br><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"261\" class=\"wp-image-8745\" style=\"width: 500px;\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/map-csv-columns.jpg\" alt=\"map csv columns\n\" srcset=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/map-csv-columns.jpg 1200w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/map-csv-columns-500x261.jpg 500w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/map-csv-columns-1024x534.jpg 1024w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/map-csv-columns-768x401.jpg 768w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2023\/09\/map-csv-columns-18x9.jpg 18w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-indigo\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-indigo\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-indigo)\"><path d=\"M12 17C12.2833 17 12.5208 16.9042 12.7125 16.7125C12.9042 16.5208 13 16.2833 13 16C13 15.7167 12.9042 15.4792 12.7125 15.2875C12.5208 15.0958 12.2833 15 12 15C11.7167 15 11.4792 15.0958 11.2875 15.2875C11.0958 15.4792 11 15.7167 11 16C11 16.2833 11.0958 16.5208 11.2875 16.7125C11.4792 16.9042 11.7167 17 12 17ZM11 13H13V7H11V13ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"#3F51B5\"><\/path><\/g><\/svg><span class=\"box-label\">Info<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block wp-block-paragraph\">The list of Fields includes both predefined Fields (Status, Assignee, and Due Date) and custom Fields. Since a Board can have only one of each predefined Field, a predefined Field is disabled in the list if it\u2019s already mapped to another column or already on your Board. Hover over it to see the reason.<\/p>\n<\/div><\/div>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">If the CSV column contains more columns than allowed number of Fields on the Board (defined by subscription plan of your Workspace), you can map the csv columns up to that limit, and additional columns mapping will be disabled. If some column&#8217;s data is not that important for you, you can always choose to skip the mapping for that column by choosing the option <strong>None<\/strong>.<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-indigo\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-indigo\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-indigo)\"><path d=\"M12 17C12.2833 17 12.5208 16.9042 12.7125 16.7125C12.9042 16.5208 13 16.2833 13 16C13 15.7167 12.9042 15.4792 12.7125 15.2875C12.5208 15.0958 12.2833 15 12 15C11.7167 15 11.4792 15.0958 11.2875 15.2875C11.0958 15.4792 11 15.7167 11 16C11 16.2833 11.0958 16.5208 11.2875 16.7125C11.4792 16.9042 11.7167 17 12 17ZM11 13H13V7H11V13ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"#3F51B5\"><\/path><\/g><\/svg><span class=\"box-label\">Info<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block wp-block-paragraph\">Subitems cannot be imported from CSV.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-red\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask0_1_85248\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask0_1_85248)\"><path d=\"M1 21L12 2L23 21H1ZM4.45 19H19.55L12 6L4.45 19ZM12 18C12.2833 18 12.5208 17.9042 12.7125 17.7125C12.9042 17.5208 13 17.2833 13 17C13 16.7167 12.9042 16.4792 12.7125 16.2875C12.5208 16.0958 12.2833 16 12 16C11.7167 16 11.4792 16.0958 11.2875 16.2875C11.0958 16.4792 11 16.7167 11 17C11 17.2833 11.0958 17.5208 11.2875 17.7125C11.4792 17.9042 11.7167 18 12 18ZM11 15H13V10H11V15Z\" fill=\"#F44336\"><\/path><\/g><\/svg><span class=\"box-label\">Warning<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block wp-block-paragraph\">Columns that are not mapped will be lost.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading translation-block\">Required CSV format<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Plaky uses a comma as the default delimiter. However, you can change it to a tab, a pipe, a space, or a semicolon.<\/li>\n\n\n\n<li class=\"translation-block\">If the file is not marked as having headers, the first row is treated as item data, and for CSV, column names are generic: Column 1, Column 2, etc.<\/li>\n\n\n\n<li class=\"translation-block\">The maximum CSV file size is 10MB.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-blue\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask0_1_85240\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask0_1_85240)\"><path d=\"M8.275 7.72461L5.275 4.72461L6.7 3.29961L9.7 6.29961L8.275 7.72461ZM12 5.34961V1.09961H14V5.34961H12ZM19.275 18.7246L16.275 15.7246L17.7 14.2996L20.7 17.2996L19.275 18.7246ZM17.7 7.72461L16.275 6.29961L19.275 3.29961L20.7 4.72461L17.7 7.72461ZM18.65 11.9996V9.99961H22.9V11.9996H18.65ZM5.125 21.6996L2.3 18.8746C2.1 18.6746 2 18.4413 2 18.1746C2 17.9079 2.1 17.6746 2.3 17.4746L11.375 8.37461C11.9583 7.79128 12.6667 7.49961 13.5 7.49961C14.3333 7.49961 15.0417 7.79128 15.625 8.37461C16.2083 8.95794 16.5 9.66628 16.5 10.4996C16.5 11.3329 16.2083 12.0413 15.625 12.6246L6.525 21.6996C6.325 21.8996 6.09167 21.9996 5.825 21.9996C5.55833 21.9996 5.325 21.8996 5.125 21.6996ZM5.825 19.5996L12.1 13.3246L10.675 11.9246L4.425 18.1746L5.825 19.5996Z\" fill=\"#03A9F4\"><\/path><\/g><\/svg><span class=\"box-label\">Tip<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block wp-block-paragraph\">If you have a large file, a file with lots of rows, divide it so it doesn&#8217;t exceed limit.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading translation-block\">CSV example<\/h2>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">You can create a CSV file: By opening an Excel file and then going Save as and choosing CSV format; or by opening a plain text editor (like Notepad) and putting headers in the first row (where you separate values with, for example, a comma), and listing values in new rows.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\"><a href=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/11\/File_example_importt.csv\">Download example CSV file<\/a>.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>Group, Creation Date, Created By, item-id, Title, Publish Date, Person, Copy, Design, Publication status, Channel\n\nGroupA1,Creation DateA,,\n\nGroupB1,Creation DateB,,\n\nGroupB2,Creation DateB,Created ByB1,\n\nGroupC1,,Creadted ByC1,\n\nGroupC2,,Creadted ByC1,item-id1\n\n,,,\"item-id2,item-id3\"<\/code><\/pre>\n\n\n\n<h2 class=\"wp-block-heading translation-block\">Notes<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">If you don\u2019t select which column defines the Item name, the first column from your CSV file will be used by default as the Item name.<\/li>\n\n\n\n<li class=\"translation-block\">The maximum number of rows in the CSV file is 1001.<\/li>\n\n\n\n<li class=\"translation-block\">Character limits within the app also apply to CSV files.<\/li>\n\n\n\n<li class=\"translation-block\">A CSV file can contain up to 18 values for the Status field; any additional values will be skipped during the import.<\/li>\n\n\n\n<li class=\"translation-block\">The maximum number of Item groups to import is 20; any additional Item groups will be mapped to the last Item group on the Board.<\/li>\n\n\n\n<li class=\"translation-block\">The content of the CSV file does not need to be in English.<\/li>\n\n\n\n<li class=\"translation-block\">You can upload only one CSV file to a Board at a time; a new CSV file can be uploaded only after the import of the first file is complete.<\/li>\n\n\n\n<li class=\"translation-block\">Each Field on the Board can be mapped to only one column from the CSV (1 column = 1 Field).<\/li>\n\n\n\n<li class=\"translation-block\">CSV columns containing letters or numbers can be mapped to textual fields. However, if you attempt to map textual columns to timeline, date, or number fields, they will be skipped during the import.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-group related-articles\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading translation-block\">Related Articles<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/help\/manage-project-in-plaky\/board\/export-board-to-csv\/\">Export Board to CSV<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/help\/manage-project-in-plaky\/board\/overview-2\/\">Board Overview<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Import a CSV file into a Board and transfer important data to your existing Plak&#8230;","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[7],"tags":[],"class_list":["post-4122","post","type-post","status-publish","format-standard","hentry","category-board"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"isidora.komaromi@cake.com","author_link":"https:\/\/plaky.com\/help\/author\/isidora-komaromicake-com\/"},"_links":{"self":[{"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/posts\/4122","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/comments?post=4122"}],"version-history":[{"count":43,"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/posts\/4122\/revisions"}],"predecessor-version":[{"id":9564,"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/posts\/4122\/revisions\/9564"}],"wp:attachment":[{"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/media?parent=4122"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/categories?post=4122"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/tags?post=4122"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}