Importing projects lets you bring your existing work into Hubflo in bulk, complete with key details like dates, values, and contact associations, and Hubflo will create each project for you automatically.
Before you start
Keep these requirements in mind before preparing your import file:
To link a project to a contact, the contact must already exist in your Hubflo Directory.
Project boards and stages must already exist in Hubflo. If a board and stage in your file doesn't match existing ones, Hubflo will place the project on the first board and first stage by default.
Download and prepare import template
Follow these steps to get your data organized and ready for Hubflo:
Set up your custom fields in Hubflo (Optional)
Hubflo comes with standard fields like location, start and end date. But if you track other details, like a client's region, you'll want to create those fields in Hubflo before you import. This way, your data goes exactly where it should.
Download our template and fill it in
Download the provided template file to make sure your import is formatted correctly. The template includes all supported fields and shows you exactly how your data should be structured.
Start import
Go to Settings → select Imports/Exports from the menu
Click Start import
Drop a CSV, XLSX, or XLS file
Click Next to verify data
Once data is verified, click Submit