Help › Planning the work

How do I import from a spreadsheet?

For owners and office staff

Already keep your lists in Excel or Google Sheets? You do not have to type them again. You can import locations, checklist tasks, maintenance tasks, work orders and people.

1. Go to Settings → Tools → Import from a spreadsheet (or use Import from spreadsheet on the Schedule or Maintenance tab).
2. Under What are you importing?, choose the kind of rows.
3. Copy the cells from your spreadsheet and paste them into the box, or click Choose a CSV file. A first row of column names is fine.
4. Click Preview to see what will be added and what will be skipped. Nothing is added yet.
5. Click Add N now. Nobody is emailed by an import.

Tip: For work orders the columns are Date, Title, Location, Contact, Times, Notes, Tasks, Assigned to. Date and Title are required.

More in “Planning the work”

• How do I create a work order?
• How do I build a checklist?
• How do I assign work to someone?
• How do I make a work order repeat?
• How do I copy a work order, a day or a week?
• How do I save a work order as a template?

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