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Merge pull request #346 from makeplane/new-importers-28-8-25
Importers - ClickUp, Confluence, and Notion
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‎docs/core-concepts/pages/editor-blocks.mdx‎

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@@ -85,7 +85,7 @@ Embeds mathematical expressions within regular text flow using LaTeX syntax. Inl
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Use the `/inlineequation` slash command:
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```
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/inlineequation \bar{x} = \frac{1}{n}\sum_{i=1}^{n} x_i
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\bar{x} = \frac{1}{n}\sum_{i=1}^{n} x_i
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```
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Or use single dollar syntax:
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```latex

‎docs/importers/clickup.mdx‎

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---
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title: ClickUp
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description: Import work items from ClickUp to Plane.
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---
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# Import your ClickUp data to Plane
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The ClickUp importer helps you transfer your project data from ClickUp to Plane. It pulls information from your ClickUp workspace and maps it to the corresponding structure in Plane. This includes your projects, tasks, team members, custom fields, attachments, and comments.
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## Prerequisites
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- A ClickUp Personal Access Token from your ClickUp App Settings.
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- ClickUp Lists organized within Folders.
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:::tip
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To import custom task types from ClickUp, 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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## Import from ClickUp
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> **Role**: Workspace admins
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![Import from ClickUp](https://media.docs.plane.so/importers/clickup/import-clickup.webp#center)
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1. Go to your Workspace Settings.
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2. Select **Imports** on the left pane and click **Import** next to ClickUp.
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![Personal access token](https://media.docs.plane.so/importers/clickup/personal-access-token.webp#center)
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3. Enter your ClickUp Personal Access Token on the Migration Assistant page. If you don't have one, go to your ClickUp settings under **Apps** to generate it. Click **Connect ClickUp** after entering the token.
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4. Choose what to import:
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![Configure ClickUp](https://media.docs.plane.so/importers/clickup/configure-clickup.webp#center)
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1. Select your ClickUp team (workspace).
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2. Pick your ClickUp space.
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3. Choose the folders to migrate.
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4. Check "Import comments and attachments" if you want these included.
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5. Click **Next** to continue.
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5. Match your ClickUp priorities to Plane priorities using the dropdown menus. This keeps your task prioritization consistent after migration.
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![Map priorities](https://media.docs.plane.so/importers/clickup/map-priorities.webp#center)
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6. Review the mappings and make any changes if needed. Click **Back** to adjust.
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7. You can check "Skip importing User data" if you don't want to migrate user information and manually add them later.
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:::warning
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If you skip user import, work items and comments will show the name of the person who performed the migration, and the Assignees field will be empty.
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:::
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9. Click **Confirm** to start.
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The migration runs in batches with real-time status updates. You'll see progress indicators and can cancel if needed. Migration time depends on your data size rate limits.
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10. After completion, review your imported projects in Plane. Check that work items, modules, and custom fields transferred correctly.
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## Data mapping
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Here's how your ClickUp structure converts to Plane:
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| ClickUp | Plane |
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|---------|--------|
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| Users | Members |
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| Folders | Projects |
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| Lists within folders | Modules within projects |
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| Tasks | Work items |
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| Custom task types | Work item types |
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| Custom fields | Custom properties at project level |
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| Task attachments | Work item attachments |
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| Task comments | Work item comments |
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| Task data | Work item data |
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### Supported custom fields
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The importer handles these custom field types:
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- User fields
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- Short text and textarea fields
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- Date fields
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- Checkboxes
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- Dropdowns
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- Numbers
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- Email, phone, and website fields
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## Sync ClickUp to Plane
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After the import, if there are any new or updated issues in ClickUp, you can easily sync these changes to Plane:
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![Rerun import](https://media.docs.plane.so/importers/clickup/rerun-import.webp#center)
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1. Go to **Workspace settings**.
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2. Select **Imports** on the left pane.
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3. Click the **Re run** button next to the project you want to sync.
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‎docs/importers/confluence.mdx‎

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---
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title: Confluence
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description: Import data from Confluence to Plane.
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---
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import Tags from "@site/src/components/Tags";
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<div className="tag-wrapper">
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# Import your Confluence data to Plane
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<Tags
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tags={[
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{ name: "Business", link:"https://plane.so/pricing", additionalClass: "business" }
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]}
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/>
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</div>
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The Confluence to Plane importer lets you transfer your Confluence pages and content to Plane's Wiki. This is useful when you want to bring your documentation, notes, and structured content from Confluence into your Plane workspace as Wiki pages.
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The importer takes exported Confluence content and converts it into Plane Wiki pages. It preserves your page structure, including subpages, and maintains the hierarchical organization of your Confluence space within Plane's Wiki system.
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## Export your Confluence content
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First, you need to export your content from Confluence:
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1. Navigate to your Confluence space.
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2. Go to **Space settings** (you can find this in the space sidebar or settings menu).
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3. In the left sidebar, expand **General** if it's not already expanded.
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4. Click on **Export space**.
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5. In the export options:
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- **File format**: Select **HTML**.
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6. After selecting HTML, you'll see additional options:
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- Choose **Export each item, with attachments. Comments are excluded.**
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:::info
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Only HTML exports from Confluence are supported. Make sure to select HTML as your export format.
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:::
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7. Click **Export**.
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8. The system will process your export and show a progress bar with time elapsed, time remaining, and completion percentage.
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9. Once complete, you'll see "Export complete. Download here.". Click the download link.
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10. Confluence will generate a ZIP file containing your exported content.
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## Import Confluence content
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![Import from Confluence](https://media.docs.plane.so/importers/confluence/import-confluence.webp#center)
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Once you have your exported ZIP file:
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1. Go to the **Imports** section in your Plane workspace.
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2. Click **Import** next to the Confluence option.
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3. On the Confluence import page, click **Upload Confluence Exported ZIP**.
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4. Select and upload the ZIP file you exported from Confluence.
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![Upload confluence file](https://media.docs.plane.so/importers/confluence/upload-confluence-file.webp#center)
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5. Wait for the upload to complete. You'll see a "Upload complete!" message.
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6. Click **Start Import** to begin processing your Confluence data.
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7. The import will process in phases. Once finished, the status will change to "Finished".
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![Confluence file uploaded](https://media.docs.plane.so/importers/confluence/confluence-file-uploaded.webp#center)
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8. After the import completes, your Confluence pages will be available in Plane's **Wiki** section. The page hierarchy from Confluence will be preserved, with main pages and their subpages organized in the same structure.
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## Imported fields
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Here's how different Confluence elements are handled during import:
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| Confluence | Plane |
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|-------------------|--------------|
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| Markdown | Markdown |
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| Videos | Links |
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| Embeds | Links |
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| Attachments | Links |
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| Text and background colors | Text and background colors |
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| Links | Links |
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| Subpages | Nested pages |
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| Page mentions | Links |
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| User mentions | Link (Atlassian user) |
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| Table background colors | Not imported |
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| Block highlight | Text highlight (not supported) |
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| Columns | Rendered Vertically (not supported) |
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| Comments | Not supported |
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| Databases | Tables |
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| Collapsible | Callout |

‎docs/importers/notion.mdx‎

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---
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title: Notion
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description: Import data from Notion to Plane.
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---
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import Tags from "@site/src/components/Tags";
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<div className="tag-wrapper">
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# Import your Notion data to Plane
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<Tags
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tags={[
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{ name: "Business", link:"https://plane.so/pricing", additionalClass: "business" }
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]}
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/>
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</div>
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The Notion to Plane importer lets you transfer your Notion pages and content to Plane's Wiki. This is useful when you want to bring your documentation, notes, and structured content from Notion into your Plane workspace as Wiki pages.
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The importer takes exported Notion content and converts it into Plane wiki pages. It preserves your page structure, including subpages, and maintains the hierarchical organization of your Notion workspace within Plane's wiki system.
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## Export your Notion content
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1. Open the Notion page you want to export.
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2. Click the three-dot menu (⋯) in the top-right corner of the page.
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3. Select **Export** from the dropdown menu.
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4. In the export dialog:
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- **Export format**: Choose **HTML**
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- **Include databases**: Select **Current view**
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- **Include content**: Choose **Everything**
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- **Include subpages**: Toggle this **ON**
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- **Create folders for subpages**: Toggle this **ON**
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- **Export comments**: Toggle this **OFF** (unless you want comments included)
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:::info
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Only HTML exports from Notion are supported. Make sure to select HTML as your export format.
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:::
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5. Click **Export**.
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6. Notion will generate a ZIP file containing your exported content.
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## Import Notion content
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![Import from Notion](https://media.docs.plane.so/importers/notion/import-notion.webp#center)
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Once you have your exported ZIP file:
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1. Go to your Workspace Settings.
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2. Select **Imports** on the left pane and click **Import** next to Notion.
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3. On the Notion import page, click **Upload Notion Exported ZIP**.
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4. Select and upload the ZIP file you exported from Notion.
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![Upload notion file](https://media.docs.plane.so/importers/notion/upload-notion-file.webp#center)
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5. Wait for the upload to complete. You'll see a "Upload complete!" message.
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6. Click **Start Import** to begin processing your Notion data.
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7. The import will process in phases. Once finished, the status will change to "Finished".
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![Notion file uploaded](https://media.docs.plane.so/importers/notion/notion-file-uploaded.webp#center)
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8. After the import completes, your Notion pages will be available in Plane's **Wiki** section. The page hierarchy from Notion will be preserved, with main pages and their nested pages organized in the same structure.
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## Imported blocks
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Here's how different Notion elements are handled during import:
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| Notion | Plane |
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|----------------|--------------|
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| Markdown | Markdown |
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| Videos | Links |
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| Embeds | Links |
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| Attachments | Links |
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| Text and background colors | Text and background colors |
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| Page icons | Page icons |
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| Page banner | Not imported |
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| Links | Links |
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| Subpages | Nested pages |
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| Page mentions | Links |
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| User mentions | Text (Not imported) |
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| Table background colors | Not imported |
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| Block highlight | Text Highlight (not supported) |
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| Columns | Rendered vertically (not supported) |
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| Comments | Not supported |
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| Databases | Tables |

‎sidebars.ts‎

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@@ -135,7 +135,7 @@ const sidebars: SidebarsConfig = {
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type: "category",
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collapsed: false,
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label: "Importers",
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items: ["importers/overview", "importers/jira", "importers/linear", "importers/asana", "importers/csv"],
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items: ["importers/overview", "importers/asana", "importers/confluence", "importers/clickup","importers/csv", "importers/jira", "importers/linear", "importers/notion" ],
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},
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{
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type: "category",

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