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Import from Excel (ask for many designs at once)

If you need many designs, you can type them in an Excel spreadsheet and add them all at once.

Step 1: Get the empty spreadsheet

  1. Click Import from Excel in the menu on the left.

    Close-up: the Import from Excel button

    The full screen. The red box shows the Import from Excel button.

  2. Click Download Template. An empty spreadsheet is saved on your computer (in your Downloads folder).

    Close-up: the Download Template button

    The full screen. The red box shows the Download Template button.

Step 2: Fill in the spreadsheet

Open the spreadsheet in Excel. Row 2 is an example. Each new row is one piece of work.

Column What to type
Title A short name, for example "Tulip Bulb Sale". Must be filled in.
Meta, YouTube, LinkedIn, Twitter, Pinterest, Presentation, Poster, Video, Blogs, Shopify/Website, Display Units, Custom In the column of the platform, type the kinds of design you need. For more than one, put a comma between them. For example, under Meta type Story, Post.
Content The words and message for the design. Must be filled in.
Visuals How it should look (optional).
Deadline The last day, written like 2026-10-14 (year-month-day).
To Be Posted On The day it goes on social media, written like 2026-10-16.
Additional Notes Anything else (optional).
Attachment Links Web links to help the designer. Put a comma between links.

Save the spreadsheet.

Step 3: Upload it

  1. Go back to the Import from Excel page. Under Step 1 — Select Destination, click the Company box and choose the company.

    Close-up: the Company box

    The full screen. The red box shows the Company box.

  2. Under Step 2 — Upload Spreadsheet, click the grey box that says Drop your .xlsx file here, or click to browse. Choose your spreadsheet.

    Close-up: the upload box

    The full screen. The red box shows the upload box.

  3. Under Step 3 — Review & Import, the system shows every row it found.

    • Green Valid rows are good.
    • Auto-added rows are small cover pictures (thumbnails) the system added for you.
    • Red Error rows have a problem. A red box tells you the row number and what is wrong. These rows will be skipped.

    Close-up: the list of rows to import

    The full screen. The red box shows the list of rows.

  4. Click the green Import 10 Requirements button. (The number is how many good rows you have.)

    Close-up: the Import button

    The full screen. The red box shows the Import button.

  5. You will see Import Complete and how many were created. Click Go to Board to see them, or Import Another File to add more.

    The Import Complete message with the Go to Board button

Add one by hand on this page

Click Add Manually — Multi-Platform Picker to add a single piece of work with a form. Click Add to Queue, then import it the same way.

Fix errors and try again

If some rows had errors, fix them in your spreadsheet. Then upload only those rows again. If you upload the same good rows again, they will be added twice.