Integrations

CSV Import

The CSV import feature allows you to migrate data from other systems. It can handle up to 200,000 records at a time.

You can import CSV (Comma Separated Value) files. If you have an Excel file, you can convert it to a CSV file at the following link.

Importing CSV

Importing CSV files in Blue is a straightforward process. Each column in your CSV file corresponds to a default or custom field in Blue.

To start, you must be the Project Administrator of the project where you want to import data. Click on the project settings icon (gear icon) and select "Import"

CSV Import 1

The Import Feature is available under Project Settings for Project Administrators

In the screenshot above, you can also see another option called "Download CSV Template". This is extremely useful if you have already created your custom fields in your Blue project because you can download a CSV file that includes columns for all of your custom fields! This is great when you want to ensure that you have the precise structure for your CSV before importing.

Next, simply drag and drop your CSV file into Blue:

CSV Import 2

Drag and drop to upload your data

Depending on your file size, this may take a few seconds for you to upload and for Blue to analyse. Once Blue has analysed the data, you will see a preview of the first ten rows of your data:

CSV Import 3

You can then map each column in your CSV to a field in Blue.

CSV Import 4

Feeling Stuck? Get help!

We understand that no matter how easy we make it, importing data can sometimes be tedious, especially if it's your first time. If you want our team to assist you in uploading your data and matching your fields, simply email us at [email protected]

CSV Import 5

Once the mapping is complete, click "Import" and your data will be imported. The typical import speed in Blue is 10,000 to 15,000 records per minute.

Supported Fields & Formats

FieldImport SupportExpected Format (Import)
Title✅Text
Description✅Text
Tags✅Text, Text
List✅Text
Start Date✅MM DD YYYY
Due Date✅MM DD YYYY
Single Line Text✅Text
URL✅Text
Currency✅Number
File❌N/A
Country❌N/A
Date✅MM DD YYYY
Formula❌N/A
Single Select✅Text
Multiple Line Text✅Text
Phone Number✅Text
Email✅Text
Multiple Select✅Text, Text
Location❌N/A
Star Rating✅Number
Checkbox❌N/A
Number✅Number
Percent✅Number
Unique ID❌N/A
Reference❌N/A
Lookup❌N/A
Time Duration❌N/A

Zapier

You can send data to Zapier via Blue Webhooks.

CSV Export

Download data from Blue into a CSV file for storage and analysis outside Blue.