API Docs / Operations / Tasks - Import

Tasks - Import

Task CSV import and export. Analyze parses a native-format task CSV and returns preview rows with client/user/team/category names resolved and unmatched values flagged; import re-uploads the analyzed file with the user's selections and creates or updates tasks (matched by Code), turning a row's Notes text into a task note. Export downloads all tasks as a native-format CSV that doubles as the import template and supports update-by-code round-trips. Analyze and import are stateless — nothing is persisted between the two calls.