Articles on: Checklists

Import checklist / test sheet 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!

Import yourself

Click on the "Import from XLSX (Excel)" button:

Import XLSX 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.

Download import template

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 (column Q) 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.

Excel with check items

Import the data

Paste the data from the green column into the text area and click "Import data" - voila!

Import Excel data

Updated on: 03/23/2023

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