Import checklists and test sheets from Excel

Overview

How do I import my existing checklists or test sheets into CxPlanner?

You can easily transfer your current Excel-based checklists into CxPlanner using the built-in Import from XLSX function. This ensures your project workflows stay consistent without needing to rebuild everything from scratch.

Only users with the project role Manager or higher can import checklists.

When and why to use this

Importing from Excel is useful when you already have structured checklists or test sheets and want to bring them into CxPlanner.

Use this feature when you want to migrate checklists quickly from spreadsheets.
The import tool automatically converts your Excel data into CxPlanner’s structure.
You can choose between a simple import (minimal required fields) and an advanced import (with detailed requirements and options).
Some fields are optional but allow you to add rules such as photo requirements or mandatory comments.

How to - step by step

Open your template and click the Import from XLSX (Excel) button.
In the popup window, click Download template.
Open the downloaded template and copy your data into the file.

The data you need to copy is always highlighted in green at the far right of the template. Scroll right if you don’t see it.

At minimum, fill in Topic/Heading and Test item.
Copy the result from the green column on the right-hand side.

Back in CxPlanner, paste the copied values into the import field.
Click Import data to complete the process.

Step 1

Step 2 & 3

Step 4 & 5

Behavior and results

Simple vs. Advanced import

CxPlanner offers two levels of importing:

Simple import

Minimal fields required. Best if you only need basic checklists.

Advanced import

Full control over checklist behavior and validation.

Field definitions

Field type	Purpose
(1) Required fields	Defines the checklist topic and item descriptions.
(2) Optional fields	Adds extra information, e.g., reference notes.
(3) Comment on fail	Requires users to write a comment if they fail an item (set with “X”).
(4) Required input	Defines required actions, e.g., upload a photo (set with “X”).
(5) Advanced options	Allows configuration of additional behaviors.
(6) Copy/Paste column	The generated green column to paste back into CxPlanner.

Troubleshooting

Problem	Cause	Solution
Green column not visible in template	Hidden far to the right	Scroll right until you see highlighted cells
Import button disabled	Missing required fields	Ensure both Topic/Heading and Test item are filled
Checklist data not formatted correctly	Wrong template version used	Always use the latest downloaded template
Users cannot add comments/photos in app	Advanced fields not configured in import	Re-import with correct advanced settings

Quick facts

Requires: Project role Manager or higher
Location: Template → Import from XLSX
Affects: Checklist library

Updated on: 08/21/2025

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