Import a spreadsheet

0:01Import a spreadsheet.

0:03Already have a schedule in a spreadsheet? Import it onto the project. Start from the template, or bring your own.

0:11One item per row: the number, area, name and quantity, and anything else you have. An area the project lacks becomes a new one.

0:20Bring it in three ways: upload the file, paste a link to the sheet online, or paste its cells.

0:26Pasted cells need no sharing, good for a private sheet; pictures in cells don’t come across.

0:32A link can be to a Google Sheet, or an Excel workbook on OneDrive or SharePoint, shared so anyone with the link can view it.

0:39Read it, and it shows how every column is read. The template is read as it is; your own layout is read with AI.

0:48Preview lists every change it would make: new items, new areas, new people for the address book. Nothing is written until you import.

0:56A maker’s contact goes into your address book. People already there are matched, not added twice.

1:03Import, and it’s done. Every import is listed underneath, and for thirty days, Undo this import takes it back.

1:10And here’s the new spa on the specification list: five items, with makers, quantities and prices, ready to finish specifying.

1:19An import from a link keeps it. When the sheet changes, Import again from the link fetches the latest,

1:26and the preview shows what changed, row by row, before anything is written.

1:31That’s an import. More videos: portspace.io/videos