Fieldbook can import and export data in spreadsheet/CSV format, including files from Excel and Google Sheets.

Creating a new book from a file

You can create a new book from a spreadsheet or CSV file:

You can also just drag and drop a file onto that icon, or onto the main book list.

Creating a new sheet from a CSV file

When you add a sheet to a book, you can create it by importing a CSV file:

(Right now you can't import a CSV into an existing sheet, or import a spreadsheet file into an existing book.)

What's a CSV, anyway?

“CSV” stands for Comma-Separated Values. It's a format that spreadsheet programs support. To export a CSV from your spreadsheet, choose a sheet and “Save as” or “Download as” CSV.

What gets imported?

From a spreadsheet workbook, each sheet is imported into a Fieldbook sheet. Data and column widths are imported, but not formatting or formulas.

From a CSV, a single Fieldbook sheet is created. The CSV format only includes data, not formulas or any formatting, so that is what is imported.

Import tips

For a clean import:

1. Make sure the first row of your file contains the column headers.

2. Eliminate:

  • blank lines
  • blank columns
  • totals rows
  • anything else that doesn't fit the core grid of data

Exporting a CSV

You can download any sheet, view or report in Fieldbook as a CSV, just open the sidebar and choose the download option:

Exporting a book as an Excel file

You can download any book as a Microsoft Excel file, just open the sidebar and choose the download option as shown above, then select the Excel format. 

Note: calculated data from formula columns will be copied into the Excel file as standard text, however Fieldbook formulas and links between sheets are not supported in Excel.

Import/export via API

You can also use our API to import or export data programatically. Check out our API documentation to get started.

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