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
- Open a sheet (or create a new one)
- Click the Import button in the toolbar
- Select CSV
- Choose your CSV file
- Preview the import — Waymaker maps CSV columns to sheet columns
- Adjust column mappings if needed
- Click Import
The data is added to your sheet. If the sheet already has data, imported rows are appended below existing rows.
From Excel
- Click Import in the toolbar
- Select Excel (.xlsx)
- Choose your Excel file
- If the file has multiple worksheets, select which one to import
- Preview and adjust column mappings
- 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
- Open the sheet you want to export
- Click the Export button in the toolbar
- Select CSV
- The file downloads to your computer
To Excel
- Click Export in the toolbar
- Select Excel (.xlsx)
- 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
- Creating Sheets — set up columns and structure
- Formulas & Functions — add calculations
- Introduction to Sheets — overview of all features