Quick Start: Tips for Importing Spreadsheets

Importing workbooks retains the data, styling, formatting, formulas, and more from your existing spreadsheets.

It's fast and easy to import existing spreadsheets from Excel, Google Sheets, or CSV, and bring them to life as collaborative applications using the unique features of Spreadsheet.com, such as views, data types, and related rows. Importing workbooks retains the data, styling, formatting, formulas, and more from your existing spreadsheets. 

Basic Importing Guidelines

Spreadsheet.com allows you to easily import files from Microsoft Excel, Google Sheets, and CSVs exported from other software. For complete details, see the links to detailed articles below: 

As we explored previously in our Quick Start series, you can import existing workbooks via the Spreadsheet.com homepage.

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Workbooks can be imported from the top navigation bar (1), or from directly within a workspace (2) or folder (3). Each button will open the New Workbook dialog where you can begin the import process.

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How to Import from Other Spreadsheet Software

Currently, Spreadsheet.com does not support importing directly from other spreadsheet platforms like Google Sheets. However, you can export spreadsheets from these platforms as either Excel files or CSV files and then import the exported documents into Spreadsheet.com.

To export a spreadsheet from Google Sheets, open the "File" menu from the top menu bar and hover over "Download" to open the secondary file format menu. From here, select one of the file types compatible with Spreadsheet.com, download your spreadsheet, and then upload it to Spreadsheet.com.

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Importing Templates

When importing Excel template files (those with the XLT and XLTX file extension), Spreadsheet.com converts these to standard Spreadsheet.com workbooks. If desired, you can quickly turn any workbook into a Spreadsheet.com template.

Preparing your Spreadsheets for Import

Spreadsheet.com can import spreadsheets as-is with no changes necessary. But some preparations may allow you to tap into Spreadsheet.com's advanced data types. In addition to traditional spreadsheet formatting, Spreadsheet.com supports many rich data types that go beyond the basic currency, date, and percentage formatting. If configured properly, columns, cells, ranges of cells can easily be converted to data types like user, select, icon cells, or related rows.

You can also make adjustments after you have imported your spreadsheet. Either way, you will want to ensure the data matches the desired data type before converting data to specific data types.

Preparing table header rows

After importing your spreadsheet, you can quickly set a worksheet's table header row to tell Spreadsheet.com where the table region of your worksheet starts. Before importing your spreadsheets, you may find it helpful to identify which rows of each worksheet contain header information.

Recap: The Table Header Row

We've explored the table header row previously in our Quick Start series. To recap:

In Spreadsheet.com, you can explicitly mark a row as the table header row so that only rows below your header rows are treated as table records. The table header row is denoted by the table header icon mceclip1.png to the left of the row number. Everything below this row will be treated as table records, and everything above it will be ignored when performing actions like sorting and filtering or rendering records as Kanban view cards.

In any worksheet, you can set a row as the table header row by right-clicking on the desired row and selecting Set row as table header. From there, the table header row icon mceclip1.png will appear to the right of the row number.

For a deeper dive into working with table records and the table header row, check out our suite of articles on Tables and the Table Header Row.

Preparing data for conversion into User cells

As we've explored previously in our Quick Start series, the User data type allows you to link cells to existing Spreadsheet.com users. Adding users to worksheets allows you to @mention them, stores all of their contact information in one place across workbooks, and ensures they are notified if data they're assigned to changes.

Spreadsheet.com can use a name or email address to match to users. Before import, make sure your names or email addresses in these cells match those in Spreadsheet.com to maximize your success rate.

Preparing data for conversion into Select and Multiselect cells

Select and Multiselect data types allow you to specify a range of options for a cell, range of cells, or column, like assigning tasks with priority levels in a project progress tracking workbook.

When importing, make sure your option values match (are spelled and formatted the same) so they get converted into the right option or set of options. For Multiselect cells, you can use commas as option value separators.

Preparing data for conversion into Checkbox cells

The Checkbox data type allows you to toggle a true or false value. Sometimes called binary or boolean, the checkbox is a simple yes/no box that is useful for visually showing yes or no and for forms where users can quickly check boxes.

When preparing for import, the case (capitalization) does not matter but make sure your checkbox values are either "true" or "false" to best ensure a successful conversion.

Preparing data for conversion into Icon set cells

The Icon set data type is for selecting from a predefined set of symbols. Fill your cells and columns with icons like Red/Yellow/Green status indicators, Harvey Balls to indicate completion, Slate Arrows, Pain Scale faces, and more.

When preparing a spreadsheet for import and conversion, make sure your icon set values match the corresponding text names of the icon set values you want to match. For instance, Red, Yellow, Green, Blue, Gray, Empty, Quarter, Half, Three Quarter, Full, Down, Sideways, Up, etc. For a full list of icon set value names, see the Icon set data type article.

Preparing data for conversion into Related row cells

As we've explored previously in our Quick Start series, the Related row data type allows you to link to rows in other worksheets and the Related row lookup data type allows you to lookup data in linked worksheets. Related row data types work like tables in a relational database, where editing in one changes the data in another. You can create relationships with rows in any workbook you have access to, even workbooks in different folders.

When preparing for import, make sure your cell values match the value of the cells in the column of the target worksheet you plan to use as the primary column.

Now that you've completed all of our Quick Start articles, check out our suite of in-depth articles on using Spreadsheet.com, or get started with a Spreadsheet.com template.