💡 Hint: If you have a .csv or other file type, convert it to .xls or .xlsx first before attempting to import it
Let's get started!
1. To begin importing, first ensure you have the right column formatting on the spreadsheet:
Follow this guide:
Section Name
Item Name
Comment Name
Comment Text
Comment Type (info, limit, defect)
Category (-1: Low, 0: Med, 1: High)
Multiple Choice Options (comma-separated)
Unit Type Options (numeric answers only, comma-separated)
Recommendation (from list)
Order (w/i item)
Answer Type (boolean, checkbox, date, number, range, text)
Default Value
Default Value 2 (for "range" types)
Default Unit Type (for "number" and "range" types)
Default Location
Default Estimate Min
Default Estimate Max
Locked (true/false)
Simple Format
Disable Photos (true/false)
Uses
Default Photo 1
Default Photo 1 Caption
Default Photo 2
Default Photo 2 Caption
Default Photo 3
Default Photo 3 Caption
Last ModifiedFollow this guide:
You can also download this sample which has the correct column formatting
2. When you are ready to import your .xls or .xlsx file, go to your Templates tab > Click the 3 dots button > Click +Add Templates
3. Select Import From a Spreadsheet
4. Click Choose File to find the .xls or .xlsx file on your computer, then Import Template
5. Done! Your template may take up to 10 minutes to import depending on the size of your template.
Once it is done, it will be displayed in your My Templates list as "Imported from XLS"
If you want to export a template to edit it in a spreadsheet format, go to your Templates tab > Click the 3 dots in the upper right corner > Export to Spreadsheet:
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