You can import turnsheet columns from an Excel file, so you can take project data stored in Excel and put it in your turnsheet in one click. Click on Import in the turnsheet toolbar menu and select an Excel file.

In Find & Replace workflows, the first two columns of an Excel sheet are imported into the turnsheet. The first row in the Excel sheet is reserved for column headings ("Find" and "Replace"), so starting from the second row onwards, the data in these columns will be imported.

In Merge workflows, all of the columns in the Excel sheet will be added to the turnsheet until O&D encounters a column in the Excel sheet whose first row is empty. The first row in the Excel sheet is reserved for column headings eg [Company Name]

When importing from Excel, you have the option to decide whether to add to or replace the existing columns of the turnsheet. When the Delete existing turnsheet columns toggle is turned off, the imported columns will be appended to the end of the turnsheet. When the toggle is turned on, the existing columns will be deleted and replaced entirely with the imported columns from Excel.

Trim whitespace is toggled on by default this removes any extra whitespace added to cells in an Excel sheet as this can cause issues with matching in the document.

To export your turnsheet to Excel, click on Export in the turnsheet toolbar menu.