Import from Excel
In the Document Section you can import Word or Excel Documents using the 
Check this Video to see how to import Excel Documents:
Recommendation
Before importing, ensure that the Excel sheet is clean and formatted correctly. Follow these steps for the best results:
- Locate the column titles in the first row of the sheet whenever possible. If your sheet contains additional content at the beginning (e.g., notes, headers, or extra rows), remove this content to avoid confusion during the import process.
- Ensure the sheet contains only the data you want to import. Remove any unrelated information, such as comments, empty rows, or extra columns, to maintain a clear and focused import.
By keeping your sheet clean and well-organized, the import process will be smoother and more accurate.
Example
Import Excel Step by Step
You can import from Google Drive or from your computer
Step 1: Select your document
Visure will you the columns detected from your file, ensure the file is correct and proceed to step 2.
Step 2: Map your attributes in Visure with your column headers
If the attribute already exists, no action is needed. If it doesn’t, you can create it right away. You can also map it to an existing attribute with a different name, simply select the one you want to map from the list:
- Create New Attribute: A new attribute will be created
- Ignore Column: The column will not be imported in Visure.
- Create Traceability: Visure will detect the code in the column and will do the traceability to that element in Visure. (you need the Visure code for this).
When Creating a new attribute, you can choose between the different attributes type to give an specific format. :
Step 3:
At this point, you can select what elements would you like to export and click Finish.
Note: If a code already exists in your project, Visure will automatically detect it and compare it with the item you are trying to import. This process helps avoid duplicates and keeps your data consistent. In addition to simply matching items, you can also update the existing ones by applying any modifications you’ve made, for example, adding new attributes, changing attribute values (like Status), or even creating new traceability links. This ensures that your project stays fully synchronized with the most up-to-date information. |
Check the progress in the notifications icon:
Find your new document in the Documents section.