Importing your projects into Breeze

Breeze can bring your existing work across from another tool, so you don't have to start from an empty board. You can import from:

• Trello, Todoist, Asana, ClickUp, monday.com, Basecamp, Notion and Airtable
• A CSV file

Nothing in the tool you're importing from is changed - Breeze only reads.

Importing from another tool

There are two ways to import, depending on whether you're moving a whole account or filling in one project.

Import a whole workspace as new projects

1. Open the menu in the top right corner and go to Settings.

2. Open the Import tab and click Import next to the tool you're moving from.

3. Connect your account. A window opens so you can give Breeze read access.

4. Pick the boards or projects you want. Each one becomes a new Breeze project.

5. Match the people from the other tool to your Breeze teammates.

6. Review what's coming across and click Start import.

Importing a whole workspace is only available to admin users and the account owner.

Import into a project you already have

If you only want to pull one board into an existing Breeze project - for example when you've already set up your lists and just want the tasks - start from the project instead.

1. Open the project and open project settings from the three-dot menu in the top left corner.

2. Open the Import tab and pick the tool you're importing from.

3. Choose one board or project. Its tasks are added to your existing lists, matching them up by name, and any list that doesn't exist yet is created.

A walk through one import

Pick the boards or projects you want to bring over. Anything you've imported before is flagged, so you can update what you made last time instead of creating a second copy.

Breeze then shows you what it's about to do - how much is coming over, whether it's going into a new project or an existing one, and what will be carried across.

When it's finished you get a link straight to the new project.

What comes across

Breeze imports as much as each tool's API makes available. Lists, tasks, descriptions, due dates and assignees always come across. The rest depends on the tool:

Subtasks and checklists become checklist items on the Breeze task.

Files and attachments

Breeze doesn't copy files. Where the other tool gives out a stable link, the attachment is added to the task as a link back to the original file, so it keeps working as long as you still have that account.

Notion, monday.com and Airtable only hand out links that expire after an hour or two, so those files are left behind rather than saved as links that would be dead by the time you clicked them. Breeze tells you how many were skipped when the import finishes.

Choosing which field becomes your columns

Airtable, and Notion databases that aren't already a board, don't tell us which field their board is grouped by. When Breeze can't work it out, it asks you to pick the field holding your statuses - that field becomes the columns of the Breeze board.

Importing the same board again

If you import something you've imported before, Breeze offers to update the project it made last time instead of creating a duplicate. An update adds what's new - new tasks, comments and checklist items - and refreshes the tasks that changed. It never deletes anything, so anything you've added in Breeze stays.

You can also choose to import it again as a separate new project.

While it runs

Large imports keep running in the background, so you can close the window and carry on working. Breeze emails you when it's done, and tells you if anything couldn't be imported.

Importing from a CSV file

If your work isn't in one of the tools above, you can import it from a spreadsheet. This works with Excel, Google Sheets, Numbers, LibreOffice, OpenOffice, or anything else that saves to CSV.

Download the sample CSV file to get started. The columns let you set the task name, description, list, swimlane, start and due dates, status, tags, who it's assigned to, and custom fields.

1. Open the project you want to import the tasks into.

2. Open project settings from the three-dot menu in the top left corner.

3. Open the Import tab and click Upload CSV file.

Breeze creates one task for each row in the file.

Keep the header row - it's what Breeze uses to match up your columns, including custom fields. And make sure the task list names in your file match the lists in the project: if a list can't be found, that row isn't imported.

A CSV always goes into an existing project, so create the project first if you don't have one yet.

Other ways to get your tasks in

For smaller jobs you can also paste a list of tasks straight into Breeze, or use Zapier or the Breeze API. Those are covered in importing tasks to Breeze.