Import checklist from Excel XLSX
Import checklist / test sheet from Excel XLSX
You easily import your existing checklist and test sheets into CxPlanner's structure.
Use the method below or contact our support-team, who will do the importing for you directly!
Click on the "Import from XLSX (Excel)" button:
Download the Excel template converter
In the popup box select the "Download template". This file will let you convert your existing spreadsheets into a format, which CxPlanner can import.
Insert / copy your data into the template file
The screenshot below shows two items. It's only required to use the "Topic/Heading" and the "Test item" fields.
When you have inserted your data just copy the result from the green column (to the right) into CxPlanner.
The data you shall copy is located at far right. You might need to scroll to the right to find the column. The cells are highlighted with a green color.
(You can hide/show the advanced field with the plus/minus buttons)
1 - Required fields
These fields must be used. Set the topic (the block containing the items) and the test item descriptions.
2 - Optional fields
You can add additional information in these fields.
3 - Comment on fail
If you set an "X" in this field, then the user must provide a comment if they fail an item.
4 - Required input
The first column specifies when the required fields should be active.
The other columns allows you require certain values, e.g. if you set an "X" in the photo column, then the user must take and upload a photo.
5 - Advanced options
These columns allows you to set advanced options.
6 - Copy/Paste column
These are the values you must copy paste into CxPlanner.
Import the data
Paste the data from the green column into the text area and click "Import data" - voila!
Updated on: 09/09/2023