Can I import from Excel?

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Import from Excel is now here, with just a simple upload you can turn your Excel spreadsheets into a beautiful board! 

  • Go to "integrations" in your Avatar

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  • Click "Import" under Excel

  • A pop will appear to upload your Excel sheet

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  • Either drag or browse for the Excel sheet you'd like to import
  • Select "Create Board" if the excel is created exactly as you wish the board to look or "Adjust your Excel" to manually control the board layout.

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If you selected "Adjust your excel" follow the below:

  • Follow the steps provided, starting with choosing your Headers

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  • Select the column you'd like to be the First column

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  • Select your column types. The System will suggest column types for you, you can manually change this by clicking the drop down menu. 

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  • Select "Create Board" and you have your new board! 

**Note: When selecting the Header and First column everything to the left and above the selections will not be included in your board.  

You can export a board to Excel by clicking here to learn more. 

You can also export a pulse to Excel, find out how here. 

 

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Comments

  • Avatar
    Chris Oxford

    This will be key. Kind of a show stopper at the moment, all our project updates are entered into our ERP software, to have to enter it again makes this impossible. We do have the option to export data to excel, so if we can import from Excel, that would work.

  • Avatar
    Vic

    We are looking for a tool to complement our trello boards, so being able to import our existing backlog into dapulse is key for us to adopt this tool in our workflow.

  • Avatar
    Mylene Gamache

    same here!