Import CSV & Excel · Docs

Bring a spreadsheet into a new or existing table, column by column. Undo it any time.

Files

Every project has Files. Drop in decks, spreadsheets, PDFs or notes, up to 50 MB each.

What can be imported

CSV and Excel files. For Excel, it's the first sheet, up to 5,000 rows.

Importing

Open the file and choose Import into a table.

Where it goes: an existing table, or A new table.
Columns: match each column to a field, make it a New field, or Skip it.
Preview: check a few rows, then Import.

Messy file? Choose Ask Lenz to tidy and import it instead.

Undoing an import

The file's page lists what was imported from it under Imported from this file. Undo import sends those rows to Recently deleted for 30 days, so you can bring them back if you need to.

Step by step: Bring your existing investor list from a spreadsheet.