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How to Import an Excel Document - Web version

Written by Dinh van der Does

This FAQ article guides you through the steps on how to define categories and Rooms using your own Excel tables that you can then import into the application.

Step-by-Step Guide on How to Import an Excel Document into the application

1. Navigate to "Project settings" within your project and select either "Categories" or "Rooms". Then click the "Import" button in the top-right corner:

4. Two options appear, click on "Import from Excel":

Note: It is only possible to import an Excel document for Categories or Rooms.

Importing Categories

5. To import a categories list from an Excel file into the application, please organize the categories as explained below:

  • Column A: Category code

  • Column B: Name of category

  • Column C: Subcategory code

  • Column D: Subcategory name

  • Column E: Subject

  • Column F: Description

The file name cannot contain any of the following characters:
@ + % ° ( ) { } § & # \ / : * ? " < > |

Make sure all the lines are filled in.
The categories of the Excel file will be added to the existing categories in the application.

Please find an example below:

6. A window pops up. Drag & drop your document or click on the purple "Browse" link and select your document, then click on the "Import" button in the bottom-right corner:

Importing Rooms

7. To import a list of rooms from an Excel file into the application, you must organise your rooms as explained below:

  • Column A: Code level 1

  • Column B: Description level 1

  • Column C: Code level 2

  • Column D: Description level 2

The file name cannot contain any of the following characters:
@ + % ° ( ) { } § & # \ / : * ? " < > |

Make sure all the lines are filled in.
The rooms of the Excel file will be added to the existing rooms in the application.
Please find an example below:

8. A window pops up. Drag & drop your document or click on the purple "Browse" link and select your document, then click on the "Import" button in the bottom-right corner:

Note: Make sure all lines in the document are completed. The rooms or categories in the Excel file will be added to the existing Categories or Rooms in the application.

Got a problem? Contact our support here or ask your questions online directly on the app.

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