Import from Excel or a CSV file

Teamhood imports a CSV or TXT file of up to 10 MB, one item per row. It cannot read an .xlsx file, so save the sheet as CSV first.

Save the sheet as CSV

In Excel, open the sheet you want to import. A CSV file holds one sheet.
Delete any total row. The import makes an item of every row, so a total row would become an item or a failed row.
Choose File → Save As, and set the file type to CSV UTF-8 (Comma delimited) (*.csv).

Import the file

Select + at the top of the sidebar, then Import.
Drop the file, or select the drop area to pick it.
Check the Preview. If the columns or dates look wrong, change Delimiter, Decimal or Date format.
On Placement, choose where the items go in Place under, and their type in Items become.
On Map fields, map one column to Title. A column with the same name as a field is mapped to that field. A button such as Create 3 fields makes a text, number, date or select field for each column left on Ignore this column. For a column of names, open the column’s list and pick a people field, or choose Create field as People.
Check the counts on Review, then select the import button, such as Import 120 items.

Open imported items opens a new list view of the imported items.

How values are read

Dates: the import detects the format from the file. Some dates fit both orders, such as 04/07/2025. When every date fits both, your organization’s date format decides, unless it starts with the year. Then pick the format under Date format.
People: a name matches a person or a team by name, never by email.
Options: a select value the field does not have yet becomes a new option for the imported type.
Parent: a Parent cell names another row of the file, by the value in an ID column first, then by title.
Dependencies: each entry is row, row:type, row:lag or row:type:lag. The type is FS, SS, FF or SF, and lag is in whole working days.

Names written as “Surname, Forename” contain a comma. Set Multi-value separator to semicolon or pipe, or each name is split in two.

What is left out

A column on Ignore this column.
A row with an empty title. The whole row fails.
A value that does not fit the field’s type, such as text in a number field.
A name, parent or dependency that matches nothing.

The import shows a warning for each value it leaves out.

What works differently from Excel

A sheet becomes a view. The items are stored once, and every view shows the same items. A change made in one view shows up in all of them.
A field holds one kind of value. A field has a type, such as number, date, select or people.
A formula belongs to the field. A formula field has one formula, written in the field’s settings, and every item calculates its own value. It names other fields by title, such as {Hours} * {Rate}.
Totals are calculated for you. A list’s total row takes a function for each column under Total, such as Sum. A parent item can show a figure calculated from the items under it, set by the field’s Rollup.

Importing again

Importing the file a second time adds its rows again, unless you match them. To update the items an earlier import made, match by a column mapped to an existing text or number field.