Import From Excel

Upload a spreadsheet and transfer your data from Excel or Google Sheets to Plecto. This guide will show you how.

Last updated: April 8, 2022

Importing data from Excel spreadsheets only works with manual data sources. Before you can upload a spreadsheet to Plecto, you need to set up a manual data source and prepare your spreadsheet. Here's the short version of what to do:

  1. Create a manual data source and add custom fields to match the fields in your spreadsheet. It will host all your uploaded data.
  2. Download a data source template. If you don't want to use a template, add some required fields to your spreadsheet (read below).
  3. Prepare your spreadsheet.
  4. Upload the spreadsheet to Plecto.
Tip – Connect Google Sheets to Plecto with Zapier

If you're using Google Sheets, you can automate the data entry process by connecting your Google Sheets to Plecto with Zapier. Read more.

  1. Go to Data management > Data sources > + New data source.
  2. Find Manual Data Entry and choose one of the manual data source options.
    1. Plecto offers 3 templates for manual data sources: Closed deal, Sales target, Booked meetings. If you select one of these, click "Confirm" to create the data source.
    2. If you select Custom input, you will create a custom data source. Give your data source a title, adjust the Permissions if necessary, then click "Save" in the bottom-right.
  3. Finally, add custom fields to the data source. One field represents one column in your data source.
Add all the fields you plan to import

If you upload a spreadsheet that contains more fields than your data source, Plecto won't recognize them and won't be able to import all your data. You need to make sure that your data source matches the spreadsheet and vice versa, therefore add the same fields (case sensitive) that you plan to import.

Once you have created a manual data source, we recommend downloading a spreadsheet template of your data source. It will make it easier for you to prepare your spreadsheet for Plecto.

  1. Go to Data management > Data sources > Import from Excel.
  2. Choose the data source and click "Download Template." Plecto will generate a spreadsheet template based on the selected data source and download it on your local device.

Plecto needs to be able to recognize and sort the data from your spreadsheet, so make sure to prepare your spreadsheet accordingly. Each row in the spreadsheet must represent a unique registration (one call, one won deal, etc.). Follow the guidelines below.

Required fields: Must be filled out ⚠️
sample-spreadsheet.png

Here's an example of a spreadsheet that contains all the required fields.

Each row must be linked to an employee. You need to provide ONE (!) of the following options per row so that Plecto can identify the employee:

  • E-mail + First name + Last name. In the row, add the employee email, first name, and last name. Employees that don't already have a Plecto profile will receive an email invitation to join Plecto.

OR

  • External User ID + External System Name + First name + Last name. The External User ID can be a random string of numbers, but it has to be unique for each employee. The External System Name can be anything (for example, Excel).
Required fields: Need to be part of the spreadsheet, but optional to fill out
  • External ID: You can leave this field empty, but it's required to have it in the spreadsheet. External ID represents the ID field in your data source and it allows you to update the same data. Keep the same External ID, and if you reupload your spreadsheet, Plecto will update the registrations with the same External ID instead of creating new ones.
  • Date: Each registration needs a valid date and time. Use a date format that Plecto can recognize (5/22/2021 or 2021-05-22). This will show as the Created date, which is also the default date in manual data sources. If you don’t add date and time of your registrations, Plecto will add today’s date and a default time of 00:00:00 to all the registrations.
Employee emails

If an employee already has a Plecto account, make sure to add the same email they use in Plecto to the spreadsheet. You can find employee emails in Organization > Employees. If the spreadsheet contains different emails for the same employee, Plecto will create new employee profiles, and you'll have to merge the duplicates manually.

If the spreadsheet rows have different first and last names than in Plecto, it will update the employee names with the imported names from the spreadsheet.

  1. Go to Data management > Data sources > Import from Excel.
  2. Select the data source to which you want to upload your data.
  3. Click "Choose File" and choose a spreadsheet.
  4. Click "Preview" to see how Plecto plans to organize your data.

5. Double-check if all fields match your data source. If you see "Do not import," it means that Plecto doesn't recognize a field OR that there's no such field in the data source. Click in the field and choose a different option to match or add the missing fields to the data source and try again.

6. Click "Save" to finish and import your data.

import-from-excel-preview.png
How large files can I upload?

The maximum file size you can upload is 2MB or around 10 000 rows. If the file is too large, you can split it to multiple files, then import them into Plecto.

Was this article helpful?

Related articles

Manual Data Sources

See more