---
title: "Import workspaces into Hubflo"
url: https://support.hubflo.com/fr/articles/11434346-import-workspaces-into-hubflo
collection: "Configurez vos outils de portail et d'espace de travail"
updated: 2026-09-30
language: fr
alternates: [en]
---

# Import workspaces into Hubflo

By importing your existing workspaces, you can organize your clients from day one and ensure projects, tasks, and contacts are grouped where they belong.

## Before you begin

To ensure a smooth import process, it’s important to lay the groundwork with an import template. In your import template, you may include the following fields:

-   **Subtitle** (optional): Add a subtitle to your workspace.
    
-   **Tags**: Assign relevant tags to help organize and filter workspaces.
    
-   **Project Name** (optional): Include this only if you want to create a project and link it to the workspace.
    
-   **Pinned Note**: Add a welcome note that will appear at the top of the client portal homepage.
    
-   **Template Name** (optional): Include this if you’d like to create a reusable workspace template.
    
-   **Create Chatroom**: Enter **Yes** or **No** to indicate whether a chatroom should be created.
    

**Download and prepare the Import Template**.

Open the template and replace the sample data with your own information.

👉 [Download the import template](https://cdn.hubflo.com/assets/import_templates/import_template_csv_hubflo_workspaces_en_20260206.csv)

# Start import

1.  Go to **Settings** → select **Imports/Exports** from the menu
    
2.  Click **Start import**
    
3.  Drop a CSV, XLSX, or XLS file
    
4.  Click **Next** to verify data
    
5.  Once data is verified, click **Submit**
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133229_0399.png)

## Verify data

Once uploaded, Hubflo will check your file for errors. You can fix the errors directly in Hubflo or go back to your file and reupload.

-   ✅ White rows mean everything looks good.
    
-   🚫 Pink rows highlight issues. Click the darkened cells to view error messages.
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133229_2081.png)

**Note:** Re-uploading a corrected file will overwrite the previous import. Check **Import History** to confirm successful uploads.

💬 **Need help?** Chat with us directly in your Hubflo dashboard or email us at [hello@hubflo.com](mailto:hello@hubflo.com)—we’re happy to help!