What the spreadsheet needs
The first row must be a header row. Under it, each row is one record and needs a name and an expiration date.
| Column | Needed | Headers that work |
|---|---|---|
| Name | Yes | name, Item |
| Expiration date | Yes | expiration_date, Expires, Renewal Date |
| Type | No | category, Type |
| Issued by | No | issuing_body, Issuer, Carrier |
| Number | No | item_number, License #, Policy Number |
| Holder | No | holder, Employee, Subcontractor |
| Notes | No | notes, Comments |
Write dates like 2027-03-31 or 3/31/2027, month first. No list yet? Start from the license tracking spreadsheet.
Import your rows
- On your ledger, choose Import CSV.
- Choose Choose a CSV file. Or copy your cells in Excel or Google Sheets, header row included, and paste them under Or paste from a spreadsheet.
- Check the preview of the first 3 rows. Columns that won't be used are listed after Not imported.
- Choose the Import button, which shows how many rows it will send.
The file must be a CSV. Download CSV template in the dialog gives you one.
How rows are read
- Type. A row with no type gets one from words in its name, such as "insurance" or "permit". Anything else becomes Other.
- Reminders. Imported records use your workspace's default reminder days.
- Duplicates. The import doesn't check for records you already have. Importing the same rows twice adds them twice.
A spreadsheet carries no files, so attach documents after importing.
Limits
One import takes at most 500 rows and 900 KB of text. The dialog says how many rows are over. Import those in a second batch.
The free plan holds 3 records. An import fills the room that is left, and the result names the rows left out.