Copy and paste items from Excel

When you’ve prepared structure to keep and manage your items, it is time to enter the first set of data into Portfoleon. The easiest way to do it is to copy and paste multiple items from Excel.

You can paste Excel data into any table view. There is also a default table view ‘View all items’ in any workspace.

Open a table view and paste data from Excel there.

Apply changes in the table.

Now you’ve created drafts of your items. Remember that drafts are visible only to you. To make them available for other Portfoleon users working in this workspace, you should apply all changes and create a new version of the workspace data.

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