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Step 1 — Upload

Upload one spreadsheet file from your computer.

Upload your spreadsheet — drop a CSV or XLSX file or browse to select one

Accepted files​

  • CSV (.csv)
  • Excel (.xlsx, without macros)

One file at a time. Remote URLs and Google Sheets links are not supported.

Limits​

  • Maximum file size: 25.0 MiB
  • Maximum rows: 100,000

If your file is larger, split it into smaller files and import them separately.

How to upload​

Option A — Drag and drop

Drag your file onto the upload area.

Option B — Browse

Click Browse files and choose the file from your computer.

Download template​

Not sure how to format your data? Click Download template for a starter CSV with the most common columns.

Tips for a successful import​

  • Use the template — download the template to match the expected format.
  • Check column headers — put clear headers in the first row of your data.
  • Keep it clean — remove empty rows and unused columns before uploading.

Continue​

When the file is selected, click Analyze file. Board-Import+ reads your headers and moves you to Set up.

Need help while you work? Click ? Help in the top-right corner of the modal.

Next step​

Choose what to import.