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Import and export

At a glance

You can import CSV or Excel files to create a new spreadsheet, or export your existing spreadsheets to use them in other tools.

Importing a file

Accepted formats

FormatExtensionsMax size
CSV.csv50 MB
Excel.xlsx, .xls50 MB

Step 1: Start the import

  1. From the My spreadsheets tab, click on Import.
  2. Select the file from your computer, or drag and drop it into the import area.

Step 2: Configure the mapping

The import wizard displays a preview of the first rows of the file and allows you to configure:

ParameterDescription
First row = headersIf enabled, the first row is used as column names
Separator (CSV)Comma, semicolon, tab or automatic detection
EncodingUTF-8 (default), Latin-1, or automatic detection
Sheet (Excel)Select the sheet to import if the file contains multiple sheets

Step 3: Column typing

For each detected column, the wizard suggests an automatic type based on the data. You can change it manually before importing.

Detected columnSuggested typeEditable
NameTextYes
AmountNumberYes
Creation dateDateYes
Contact emailEmailYes

Step 4: Validate

  1. Review the data preview.
  2. Correct any mapping errors if needed.
  3. Click Import.

A progress indicator shows the advancement. At the end, a summary indicates the number of imported rows and any errors.

Import error handling

ErrorCauseSolution
Row skippedFormat incompatible with the column typeCorrect the data in the source file
Incorrect encodingSpecial characters misinterpretedSelect the correct encoding (UTF-8 or Latin-1)
File too largeExceeds the 50 MB limitSplit the file into multiple parts
Missing columnsHeaders not detectedVerify that the first row contains column names

Exporting a spreadsheet

Available formats

FormatDescription
CSVText file with separator, compatible with all tools
Excel.xlsx file with formatting and types preserved

Export

  1. Open the spreadsheet to export.
  2. Click on the ... menu (three dots) at the top right.
  3. Select Export as CSV or Export as Excel.
  4. The file is downloaded automatically.

Export options

OptionCSVExcel
All rowsYesYes
Filtered rows onlyYesYes
Include headersYes (default)Yes (default)
EncodingUTF-8 (default)N/A
info

If a filter is active, the export only contains the visible rows. Disable filters to export all data.

See also

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