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Updated the Flatfile importer
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docs/importers/csv.md

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Office supply restock,,low,,,backlog
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```
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:::tip
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Save your CSV file with UTF-8 encoding.
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:::
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A few things to note:
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- **description_html** supports HTML markup. Plain text works too, but wrap it in `<p>` tags if you want paragraph formatting preserved.
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2. Find the **CSV** tile and click **Import**.
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![CSV Importer](https://media.docs.plane.so/csv-importer/csv-importer-landing.webp#hero)
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![CSV Importer](https://media.docs.plane.so/importers/csv/csv-importer-landing.webp#hero)
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3. On the **Select Project** step, choose the Plane project where you want to import your work items. The project must already exist — create it first if needed.
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docs/importers/flatfile.md

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---
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title: Import data from CSV file
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description: Import work items from CSV files to Plane.
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description: Import work items from CSV files to Plane using the Flatfile importer.
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---
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# Import your CSV data to Plane
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With the Flatfile importer, you can easily import work items from your CSV file to Plane.
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The Flatfile importer provides a streamlined way to bring your work items into Plane from CSV files. With intelligent field mapping and data validation, you can migrate your data accurately and efficiently.
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::: info
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The Flatfile importer is only available on Plane Cloud. A separate [CSV importer](/importers/csv) is available on both Cloud and the self-hosted Commercial Edition.
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The Flatfile importer is only available on Plane Cloud. If you're using the self-hosted Commercial Edition, use the [CSV importer](/importers/csv) instead.
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:::
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## Import from CSV
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> **Role**: Workspace admins
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::: warning Work Item Types
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To import work item types, make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project.
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:::
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Here's how to get started:
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1. Click your Workspace name at the top left on the sidebar.
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2. Select **Settings**.
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3. In the right pane, click on **Imports**.
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3. In the right pane, click **Imports**.
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4. Look for the **Flatfile Importer** tile (marked Beta) and click the **Import** button.
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![Flatfile Importer on Imports page](https://media.docs.plane.so/importers/flatfile/flatfile-imports-page.webp#hero)
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5. **Configure your destination project**
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Select the Plane project where you want your CSV data to go. If you haven't created your destination project yet, you'll need to create it first before proceeding.
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![Configure Plane project](https://media.docs.plane.so/importers/flatfile/configure-plane.webp#hero)
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Click **Next** to continue.
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6. **Upload your CSV file**
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4. You'll see several import options - look for the **Flatfile Importer** tile and click the **Import** button.
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Click **Upload CSV** to begin the upload process.
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5. Use the dropdown to select the project where you want your CSV data to go. If you haven't created your destination project yet, you'll need to create it first.
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![Upload CSV screen](https://media.docs.plane.so/importers/flatfile/upload-csv.webp#hero)
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6. Click the **Upload CSV** button.
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You can either drag and drop your file onto the upload area, click to browse your files, or manually enter data if you prefer to input information directly.
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::: warning Prepare your CSV
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When importing user fields like **Assignee**, make sure to use email addresses rather than usernames. This ensures your team members are correctly linked to their work items.
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::: tip Sample CSV template
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Download our [sample CSV file](https://media.docs.plane.so/importers/flatfile/flatfile-import-sample.csv) to see the correct format and field structure for importing your data.
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Make sure your CSV is properly formatted before uploading. Save your CSV file with UTF-8 encoding. Malformed rows or mismatched columns may cause individual rows to fail during import.
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:::
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7. You can either drag and drop your file onto the upload area or click **Upload file** to browse your files. Alternatively, you can click **Manually enter data** if you prefer to input information directly.
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7. **Map your fields**
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The field mapping screen appears with two columns:
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- **INCOMING FIELDS** (left): Your CSV column headers
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- **DESTINATION FIELDS** (right): Corresponding Plane fields
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![Map fields screen](https://media.docs.plane.so/importers/flatfile/map-fields.webp#hero)
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The importer automatically maps fields when column names match Plane's field names. You can adjust any mapping by clicking the dropdown next to each incoming field.
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Required fields are marked with an asterisk (*).
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::: warning User fields require email addresses
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For fields like **Assignees** and **Created By**, you must use email addresses rather than usernames. This ensures team members are correctly linked to their work items in Plane.
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:::
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8. **Validate field values**
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For fields like State and Priority, you'll need to map your CSV values to valid Plane options:
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- The screen shows each unique value from your CSV under "Incoming Values"
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- Select the matching Plane value from the "Destination Values" dropdown
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- The mapping count shows your progress (e.g., "0 of 2 values mapped")
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8. You'll need to match your CSV columns to Plane fields:
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- You'll see your CSV fields listed under **INCOMING FIELDS** on the left.
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- On the right, under **DESTINATION FIELDS**, select the corresponding Plane field for each item. Fields will be automatically mapped when names match, but you can adjust as needed.
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- Required fields are marked with an asterisk (\*).
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![Validate field values](https://media.docs.plane.so/importers/flatfile/validate-fields.webp#hero)
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9. Once you've mapped your fields, click **Continue** to proceed.
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Continue mapping until all values are matched to valid Plane options.
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10. You'll see a preview of your data in a table view:
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- Review the data to make sure everything looks correct.
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- If something's not right, you can click Back to adjust your field mapping.
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- When you're ready, click **Submit** to import your data.
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Click **Continue** when all fields are properly mapped.
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11. That's it! Your CSV data is now imported into your Plane project. For very large datasets, the import might take a few minutes to process.
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9. **Review your data**
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You'll see a table preview of your data with all mapped fields. This is your last chance to verify everything looks correct before import.
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![Data preview table](https://media.docs.plane.so/importers/flatfile/data-preview.webp#hero)
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- Review each row to ensure the data appears as expected
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- Check that field mappings are correct
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- If something's not right, click **Back** to adjust your field mapping
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When you're satisfied, click **Submit** to start the import.
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10. **Track your import**
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Once submitted, your import appears in the Migrations list with:
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- Status indicator (Finished, In Progress, or Failed)
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- Total batches and imported batches count
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- Start time
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- Options to **Re Run** or **Cancel** the migration
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![Migrations list](https://media.docs.plane.so/importers/flatfile/migrations-list.webp#hero)
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For large datasets, the import might take a few minutes to process. You can monitor progress from this screen.
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11. **Verify your data**
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After the import shows "Finished" status, navigate to **Work Items** in your Plane project to confirm your data imported successfully.
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12. Once it's done, go to **Work Items** in your Plane project to confirm that the data import is successful.
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## Imported fields
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| Title | Required for all items |
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| Description | Plain text only - any formatting, images, or tags will be imported as raw text |
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| Work Item Type | Make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project |
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| State | |
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| Assignee | **Must be email addresses**, not usernames - this is how Plane connects work items to users |
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| Priority | |
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| Created by | **Must be email addresses** - allows Plane to track who originally created the item |
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| Start date | |
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| Due date | |
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| Modules | |
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| Cycle | |
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| State | Must map to valid states in your Plane project |
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| Assignees | **Must be email addresses**, not usernames - this is how Plane connects work items to users |
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| Priority | Must map to valid priority values in your Plane project |
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| Created By | **Must be email addresses** - allows Plane to track who originally created the item |
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| Start Date | |
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| Target Date | |
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| Labels | |
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| Cycle | |
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| Module | |
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| Created At | |
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## Managing your imports
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After completing imports, you can:
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- **View import history**: All your imports appear in the Migrations list on the Flatfile Importer page.
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- **Re-run imports**: Click **Re Run** if you need to import the same data again.
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- **Cancel imports**: Use **Cancel** to stop an in-progress import.
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This migration history helps you track when data was imported and troubleshoot any issues that arise.

docs/workspaces-and-users/billing-and-plans.md

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The trial includes all Business plan features, full seat capacity for your team, and AI credits for Plane AI features. No payment method is required.
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After 14 days, your workspace automatically reverts to the Free plan if you haven't upgraded to a paid subscription.
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After 14 days, your workspace automatically reverts to the Free plan if you haven't upgraded to a paid subscription, and you won’t be charged if a payment method was never added.
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### Free plan seat limits
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