How do I import my data?

Import data easily using the new Importing Wizard available for any worksheet.


While data can be imported into any worksheet, it is recommended to use the Reusable Library. This allows Administrators to manage records centrally and share them across company-wide FMEA worksheets



How it works:

Navigate to the Admin Center and open the Reusable Library section. Once there, enter Edit Mode.

  1. Click the Add button to open the Insert menu.
  2. Select the Import option and click Next.
  3. If needed, download a copy of the current active template. Otherwise, click Upload and select the spreadsheet you want to import.  


Note: The imported data will automatically populate your worksheet with selectable content, allowing you and your colleagues to continue working efficiently. Moving forward, simply select from these options as you build out the worksheet, and edit or modify entries using the same mechanisms available when manually adding content.


What you can import


  1. Worksheet rows and Reusable Library records: In edit mode, click Add and choose Import in the Insert menu. You can also open a row's three-dot menu and select Insert Above or Insert Below > Import.
  2. Users: Go to Admin Center > Company > Users and click the Import button.
  3. Groups: Go to Admin Center > Company > Groups and click Import.
  4. Customers, Suppliers and Admin-Defined Options lists: Click the Import button on the list in the Admin Center.


Templates, adding to existing data, undoing an import and import errors: see Can I import existing FMEA data into my Worksheets?