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Documentation/Migrate from Spreadsheets

Migrate from Excel & Google Sheets

Import your spreadsheet feature requests into IdeaLift

Migration Overview

Import your feature requests from Excel or Google Sheets into IdeaLift. The importer supports .xlsx, .xls, and .csv files with automatic column detection.

1

Export / Save

Save your spreadsheet as .xlsx or .csv

2

Upload & Map

Upload and verify column mapping

3

Import

Preview and import your ideas

What Gets Migrated

Will Migrate

  • Titles (become idea titles)
  • Descriptions (become idea summaries)
  • Status values (mapped to IdeaLift statuses)
  • Categories / types
  • Tags and labels
  • Vote counts
  • Priority levels
  • Author / requester names
  • Creation dates

Won't Migrate

  • Formulas (export as values first)
  • Cell formatting and colors
  • Charts and pivot tables
  • Cell comments and notes
  • Sheet permissions
  • Merged cells (unmerge before export)

Step 1: Export Your Data

From Excel

  1. Open your spreadsheet in Excel
  2. Ensure your data has a header row
  3. Save as .xlsx (File → Save As)
  4. Upload the file directly to IdeaLift

From Google Sheets

  1. Open your spreadsheet in Google Sheets
  2. Go to File → Download
  3. Select "Microsoft Excel (.xlsx)"
  4. Upload the downloaded file to IdeaLift

Tip: You can also save as CSV if you prefer. The IdeaLift importer accepts both .xlsx and .csv files.

Step 2: Prepare Your Data

IdeaLift auto-detects common column names. Here's what the importer looks for:

Your ColumnIdeaLift FieldNotes
Feature / Name / SubjectTitleRequired
Description / Details / NotesSummaryFull details
Status / Stage / StateStatusOpen, Planned, etc.
Category / Type / ThemeCategoryGrouping label
Tags / Labels / KeywordsTagsComma-separated
Votes / Upvotes / ScoreVotesNumber
Priority / UrgencyPriorityHigh, Medium, Low
Requester / Author / FromAuthorWho submitted it
Date / Created / SubmittedCreated DateMultiple formats supported

Tips:

  • Clean up empty rows before importing
  • Standardize status values (e.g., use "Open" consistently, not "open" and "OPEN")
  • Separate multiple tags with commas: "design, ux, mobile"
  • Maximum 500 rows per import batch

Download Sample File

Download our sample file to see the expected format, or use it as a template for your own data.

Step 3: Import to IdeaLift

  1. 1

    Log in to IdeaLift and go to Dashboard

    idealift.app/dashboard

  2. 2

    Navigate to Import

    Click "Import" in the sidebar or go to Dashboard → Import

  3. 3

    Select "Excel / Google Sheets" as import source

    Upload your .xlsx or .csv file. If your file has multiple sheets, you can choose which one to import.

  4. 4

    Review column mapping

    IdeaLift will auto-detect columns like Feature, Description, Status, Tags, Votes, and Priority. Verify the mapping is correct and adjust if needed.

  5. 5

    Configure import options

    Enable "Skip duplicates" to avoid importing the same idea twice. Choose a default status for items without a status value.

  6. 6

    Preview and import

    Review the preview showing your ideas with tags, votes, and priority badges, then click "Import" to complete.

Data Preparation Tips

  • 1.

    Unmerge all cells

    Merged cells don't import correctly. Select all, then Format → Merge Cells → Unmerge.

  • 2.

    One idea per row

    Each row becomes one idea. Don't use multi-row entries for a single feature request.

  • 3.

    Export formulas as values

    If your columns use formulas (e.g., CONCATENATE for tags), paste-as-values first to preserve the computed output.

  • 4.

    Use consistent date formats

    The importer handles ISO dates (2025-01-15), US format (01/15/2025), and "January 15, 2025" style dates.

Need Help?

Ready to Import?

Upload your spreadsheet and start managing feature requests with intelligent tools.