Import data

The easiest way to import data in Portfoleon is to paste the data from your spreadsheet software, such as Microsoft Excel or Google Sheets.

To do this, first prepare your data in a spreadsheet.

Project list in a spreadsheet

Then open View All Items in Portfoleon, or prepare a Spreadsheet board.

Finally, go to your spreadsheet, copy all items, paste them to Portfoleon, and apply your changes.

Project list pasted

Ensuring easy import

What to do	How
Align the date formats	You can change your Portfoleon date format in your profile page. Click your user initial in the upper right corner, select `Edit My Profile`, and change your Locale. Alternatively, you can change the date format in your source spreadsheet.
Provide item types	Every item in Portfoleon requires an item type to be specified. You can either add your item type (such as Project, Epic, or Task) in your source spreadsheet or specify it in the imported spreadsheet.
Set up lists	Portfoleon will not automatically create new list or tag values. You will need to pre-create them in your fields.
Separate multiple select with commas	Portfoleon only recognizes comma as a value separator. Please change your separator to comma in your source spreadsheet.

Once you have imported your data, you can create boards to show and work with the data.