Sheets

Import & Export

Learn about Import & Export in WaymakerOS.

ImportExport

Bring existing data into Waymaker Sheets from Excel or CSV files, and export your sheets for use in other tools.

Importing data

From CSV

  1. Open a sheet (or create a new one)
  2. Click the Import button in the toolbar
  3. Select CSV
  4. Choose your CSV file
  5. Preview the import — Waymaker maps CSV columns to sheet columns
  6. Adjust column mappings if needed
  7. Click Import

The data is added to your sheet. If the sheet already has data, imported rows are appended below existing rows.

From Excel

  1. Click Import in the toolbar
  2. Select Excel (.xlsx)
  3. Choose your Excel file
  4. If the file has multiple worksheets, select which one to import
  5. Preview and adjust column mappings
  6. Click Import

Import tips

  • Headers: The first row of your CSV/Excel file should contain column names. Waymaker uses these to match columns.
  • Data types: Waymaker attempts to detect column types (number, date, text) automatically. Review the preview to confirm.
  • Large files: Files up to 10,000 rows import smoothly. For larger datasets, consider splitting into multiple imports.
  • Encoding: CSV files should use UTF-8 encoding. If you see garbled characters, re-export your CSV as UTF-8.

Exporting data

To CSV

  1. Open the sheet you want to export
  2. Click the Export button in the toolbar
  3. Select CSV
  4. The file downloads to your computer

To Excel

  1. Click Export in the toolbar
  2. Select Excel (.xlsx)
  3. The file downloads with formatting preserved

What's included in exports

  • All visible rows and columns
  • Cell values (formulas export as their calculated values, not the formula text)
  • Column headers
  • Basic formatting (bold, colours) in Excel exports

What's not included

  • Charts (export as a separate screenshot if needed)
  • Comments and collaboration data
  • Sheet settings and permissions

Paste from clipboard

For quick imports, you can copy cells from Excel or Google Sheets and paste directly into Waymaker Sheets with Cmd+V. Column alignment is preserved.

Next steps