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Importing CSV/Excel

Import data from CSV or Excel files.

Written by Sarah Chen

Importing brings external data into Exayard spreadsheets. Whether you have vendor price lists, historical project data, or estimates from other software, you can pull in XLSX, CSV, and TXT files.

Starting an import

Click Import in the spreadsheet toolbar and select your file. The import dialog appears with an Import to dropdown that controls where the data goes:

  • Create new spreadsheet starts a fresh spreadsheet from the imported file

  • Create new sheet adds the data as a new tab in your current spreadsheet

  • Replace spreadsheet overwrites all sheets with the imported content

  • Replace current sheet swaps only the active sheet's data

  • Append to current sheet adds imported rows below your existing data

The default is Create new spreadsheet, which leaves your current work untouched.

Opening an uploaded file as a spreadsheet

If a spreadsheet file already lives in your project's files, you don't need to re-import it. Open the file in the file explorer and click Open as spreadsheet. This runs the same import and creates a live, editable spreadsheet linked to that file.

CSV and TXT options

For CSV and TXT files, additional settings appear under CSV options. The Separator defaults to Auto-detect, which works for most files. If auto-detection misreads your file, manually select Comma (,), Semicolon (;), or Tab.

The Convert text to numbers, dates, and formulas checkbox controls whether values that look like numbers become numeric cells and text starting with = becomes formulas. This is enabled by default. Disable it to preserve leading zeros in codes like zip codes or part numbers, or to prevent unwanted formula conversions.

Supported file formats

The import dialog accepts .xlsx, .csv, and .txt files. Excel files import with formatting and formulas intact. If your XLSX contains multiple sheets, all of them come through when creating a new spreadsheet. Column widths and row heights are preserved.

CSV and TXT files are treated identically — both are parsed as plain-text delimited data using the separator settings described above.

Combining data from multiple files

When combining data from multiple sources, import the first file as a new spreadsheet, then use Append to current sheet for each additional file. Make sure columns align across all files for clean results.

Troubleshooting

If your CSV displays as a single column after import, the separator detection may have failed. Re-import and manually select the correct separator.

For special characters appearing incorrectly, ensure the source file uses UTF-8 encoding. Most modern spreadsheet applications export UTF-8 by default, but older files or systems may use a different encoding.

Once your data is in, you can send it back out the same way. See exporting spreadsheets to save a sheet as XLSX or CSV.

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