Importer - Microsoft Excel

Compared to the conventional CSV upload, now you can import the complete Excel file in one go. In this, your excel sheets will become tables is Stackby. Using this you can save a lot of your time.

How to use Microsoft Excel Importer

1. Access Your Stackby Account

   Log in to your Stackby account using your credentials, or if you're already logged in, go directly to your dashboard to view your workspaces and stacks.

2. Add a New Stack

   Click on "Add Stack" and select "Import Data" from the dropdown menu.

3. Select and Upload Your Excel File

   1. Choose Microsoft Excel

      • In the "Import Data" window, you'll be presented with multiple source options.

      • Click on the "Microsoft Excel" option to proceed.

   2. Add Your Excel File

      • Click on the "Choose File" or "Upload" button to open a file selection dialog.

      • Browse your computer for the Excel file you want to import and select it.

   3. Upload the File

      • Once you've selected the file, click the "Upload" button to start the import process.

4. Upload the File and Monitor the Process

   1. Initiate the Upload

      • After selecting your Excel file, click on the "Upload" button.

   2. Track the Progress

      • Once the upload begins, a notification will appear in the bottom-left corner of your screen saying "Creating Stack".

      • This indicates that Stackby is processing your Excel file to convert it into a functional stack.

5. Confirmation of Successful Creation

   1. Completion Notification

      • Once the upload process is complete, you will see a message in the bottom-left corner of your screen that says "Stack Added".

      • This confirms that your Excel file has been successfully converted into a new stack within Stackby.

   2. Locate Your New Stack

      • Navigate to your workspace, where all your stacks are listed.

      • Your newly created stack will appear with the same name as your uploaded Excel file, making it easy to identify.

What’s Next After the Import?

Once the stack is added, you can:

• Customize columns and fields to fit your workflow.

• Add collaborators for real-time updates and teamwork.

• Use Stackby’s integrations and automation features to enhance your productivity.

  Note: You can also add an excel file to create a table, you need to just select 'Import Data' --> Microsoft Excel at the time of table creation.