# Importing / transferring projects

**URL:** <https://community.hubspot.com/t/importing-transferring-projects/96213>\
**Category:** HubSpot Ideas\
**Tags:** partner-tools\
**Created:** [December 15, 2023, 4:48pm UTC](https://community.hubspot.com/t/importing-transferring-projects/96213 "2023-12-15T16:48:11Z")\
**Posts on this page:** 3\
**Page:** 1

<div class="post-metadata">

**Author:** ![VMoon1](https://avatars.discourse-cdn.com/v4/letter/v/bb73d2/32.png) [@VMoon1](https://community.hubspot.com/u/VMoon1)\
**Post date:** [December 15, 2023, 4:48pm UTC](https://community.hubspot.com/t/importing-transferring-projects/96213/1 "2023-12-15T16:48:11Z")

</div>

As a Partner it would be really helpful if we could set up a standard project template that we can then “import” or “transfer” to new clients portals  
We want to encourage new clients to use HubSpot as much as possible but at the moment its easier to just use Excel/Sheets for a checklist of tasks as creating a replicated project each time is painful

---

<div class="post-metadata">

**Author:** ![MSurewould](https://avatars.discourse-cdn.com/v4/letter/m/41988e/32.png) [@MSurewould](https://community.hubspot.com/u/MSurewould)\
**Post date:** [May 31, 2024, 3:44pm UTC](https://community.hubspot.com/t/importing-transferring-projects/96213/2 "2024-05-31T15:44:36Z")

</div>

I love this! I would love to be able to export the projects into Teamwork, our project management tool

---

<div class="post-metadata">

**Author:** ![SemRC](https://avatars.discourse-cdn.com/v4/letter/s/0ea827/32.png) [@SemRC](https://community.hubspot.com/u/SemRC)\
**Post date:** [November 28, 2025, 7:11am UTC](https://community.hubspot.com/t/importing-transferring-projects/96213/3 "2025-11-28T07:11:17Z")

</div>

We are actually looking for a functionality to move our onboarding tickets to the projects object. A transfer tool would be very welcome, so we can keep our reporting.
