Export CSV Template

The exportCSVTemplate mutation generates a blank CSV file pre-populated with the correct column headers for a given workspace, including all custom field names. This template can be filled out and then uploaded via the importTodos mutation.

Basic Example

mutation DownloadImportTemplate {
  exportCSVTemplate(
    input: {
      projectId: "clm4n8qwx000008l0g4oxdqn7"
    }
  )
}

Advanced Example

Use the returned signed URL to trigger a browser download:

mutation DownloadImportTemplate {
  exportCSVTemplate(
    input: {
      projectId: "clm4n8qwx000008l0g4oxdqn7"
    }
  )
}

# Response:
# {
#   "data": {
#     "exportCSVTemplate": "https://storage.example.com/org-slug/workspace-slug/workspace-template-301520032025.csv?X-Amz-Expires=86400&..."
#   }
# }

Input Parameters

ExportCSVTemplateInput

Parameter	Type	Required	Description
`projectId`	String!	Yes	ID of the workspace to generate the template for

Response Fields

Field	Type	Description
`exportCSVTemplate`	String!	A signed download URL for the generated CSV template file. The URL expires after 24 hours.

Template Columns

The generated CSV contains a header row with the following columns, followed by one empty data row:

Column	Description
`Title`	Record title
`List`	Name of the list to place the record in
`Done`	Completion status (`true` / `false`)
`Start Date`	Start date of the record
`Due Date`	Due date of the record
`Description`	Record description
`Assignees`	Comma-separated assignee names or emails
`Created At`	Original creation timestamp
`Updated At`	Original last-updated timestamp
`Created By`	Original creator name or email
`Color`	Record color
`Project`	Workspace name
`Tags`	Comma-separated tag names
Custom field columns	One column per custom field in the workspace, ordered by position. Currency-type fields include an additional `Currency Types` column immediately after.

Required Permissions

Access Level	Can Export Template
`OWNER`	Yes
`ADMIN`	Yes
`MEMBER`	Yes
`CLIENT`	Yes
`COMMENT_ONLY`	Yes
`VIEW_ONLY`	Yes

Any user with access to the workspace can generate a CSV template. Creating records from the template still requires record-creation permission.

Error Responses

ProjectNotFoundError

{
  "errors": [{
    "message": "Project was not found.",
    "extensions": {
      "code": "PROJECT_NOT_FOUND"
    }
  }]
}

When: The specified projectId does not exist.

Important Notes

Signed URL: The returned URL is a pre-signed storage URL that expires after 24 hours. Download the file promptly or request a new URL.
Custom Fields Included: The template automatically includes columns for every custom field configured in the workspace, ordered by their position. This ensures CSV imports can set custom field values.
Currency Fields: If the workspace has a currency-type custom field, an additional Currency Types column is inserted immediately after the currency column for specifying the currency code (e.g., USD, EUR).
Workflow: The typical bulk-import workflow is:
1. Call exportCSVTemplate to download the template
2. Fill in record data in the CSV
3. Upload the CSV file using the file upload API
4. Call importTodos with the s3Key, headers, and projectId
5. Subscribe to subscribeToImportExportProgress to track progress