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How to import an Excel board into Placker
How to import an Excel board into Placker
Add cards from a spreasheet (Excel or Google)
Gustavo Simões Braga avatar
Written by Gustavo Simões Braga
Updated over a week ago

When you click Add/import board on Placker overview page, you will be asked how to proceed. One of the options is to import from Excel or other Spreadsheet software.

You can also click more on the top right corner and select import/update cards to add cards from a spreadsheet to an existing board.

The first step is to paste the spreadsheet content and select the destination board:

It is recommended to use the Placker default titles so they will be recognized automatically when you import (for example, use "List" as a column title, and not "Group"). However, if they are different, this can also be manually picked later.

Avoid using line breaks in Excel cells, as this could cause the import not to work

Then, set the format of date, number, effort and other attribute types. Make sure to have the correct date format, so it will be added correctly to your Placker board.

Also, you can use the "Include time" option in case you also wish to add this, or leave it unchecked if you're only adding dates.

Next step is to match the name of the columns on your spreadsheet to the existing attributes on your placker board.

You can include both custom and regular attributes. In all cases, at least the "Title" attribute must be added, so make sure one of your columns will be the title of the cards, as this is the only mandatory field.

The Placker attribute for due dates in "End date (Plan)". If this attribute is not visible in the dropdown options, it's probably because Placker didn't recognize the dates column (you will see "Pre-defined string" instead of "Pre-defined date"). If this happens, double-check your excel file to see if there are cells in a different format or if the date format options in step 2 are correct.

And that's it! In case any attribute was not imported correctly, review the formats to ensure they are in a compatible structure.

Importing checklist items from Excel

To import card, checklists and checklist items, add an "Outline level" column with the level of that card, as in the following screenshot:

It is also possible to import checklist items into an existing card. But then you will need to "reimport" the card and checklist right before the checklist items. That is, add a row with the card and checklist in the Excel spreadsheet containing their Placker IDs, so that Placker know where to add the items. To know what is the Placker ID of a card, you can export the Placker board to Excel first (more information in this article). This is an example where checklist items are added to an existing card:

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