> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Self-Importing Data with Google Sheets

> Complete the four-step customer, line-item, and custom-field import using Google Sheets when you don't have Excel.

Within FieldPulse their are times when you can self-import information. This can be done for Customers, Line Items, and Custom Fields. You will be prompted to follow four simple steps as shown below.

<img src="https://mintcdn.com/fieldpulse/a4AEbOEi8pBr9B-n/static/images/_api/10512846-self-importing-data-with-google-sheets/01.png?fit=max&auto=format&n=a4AEbOEi8pBr9B-n&q=85&s=40f69cd83bd501cdc42965cd01d518b0" alt="Four-step self-import prompt shown in FieldPulse" width="1276" height="422" data-path="static/images/_api/10512846-self-importing-data-with-google-sheets/01.png" />

For step one, it asks you to download an Excel template. If you do not have Excel, do not stress! We are going to walk through how to use Google Sheets to complete this same task.

***

# Uploading the Excel Template into Google Sheets

After pressing the blue *Download* button to download the Excel template to your computer, we will then open Google Sheets in a tab on your web browser. Then click on the *Blank Spreadsheet* option to open a new Google Sheet.

<img src="https://mintcdn.com/fieldpulse/a4AEbOEi8pBr9B-n/static/images/_api/10512846-self-importing-data-with-google-sheets/02.png?fit=max&auto=format&n=a4AEbOEi8pBr9B-n&q=85&s=908f16d3ffab8bb7480a5378f80b3bc2" alt="Google Sheets Blank Spreadsheet option to open a new sheet" width="1473" height="509" data-path="static/images/_api/10512846-self-importing-data-with-google-sheets/02.png" />

With the new spreadsheet open, go to *File* and then click *Open*.

<img src="https://mintcdn.com/fieldpulse/a4AEbOEi8pBr9B-n/static/images/_api/10512846-self-importing-data-with-google-sheets/03.png?fit=max&auto=format&n=a4AEbOEi8pBr9B-n&q=85&s=4c29a1128f59d7395a5beafcb9d17ae8" alt="Open selected under the File menu in Google Sheets" width="2874" height="1708" data-path="static/images/_api/10512846-self-importing-data-with-google-sheets/03.png" />

After selecting *Open*, click on *Upload*.

<img src="https://mintcdn.com/fieldpulse/a4AEbOEi8pBr9B-n/static/images/_api/10512846-self-importing-data-with-google-sheets/04.png?fit=max&auto=format&n=a4AEbOEi8pBr9B-n&q=85&s=adce99faaf997f569d8cdaa79a70ace4" alt="Upload tab selected in the Google Sheets Open dialog" width="2122" height="1292" data-path="static/images/_api/10512846-self-importing-data-with-google-sheets/04.png" />

You will then need to search your computer for the Excel template file that we downloaded from FieldPulse in step one. Once you've located the file, press *Open*.

<img src="https://mintcdn.com/fieldpulse/a4AEbOEi8pBr9B-n/static/images/_api/10512846-self-importing-data-with-google-sheets/05.png?fit=max&auto=format&n=a4AEbOEi8pBr9B-n&q=85&s=5251745a4a08ce53b2387f42e0c9a48c" alt="Selecting the downloaded Excel template file to open in Google Sheets" width="1584" height="884" data-path="static/images/_api/10512846-self-importing-data-with-google-sheets/05.png" />

***

# Adding to/Editing the Spreadsheet

The template has successfully been imported and you are ready to get started! ***Note that the cells above the red line should not be edited.*** Please read the instructions carefully. Go ahead and add/edit necessary information.

<img src="https://mintcdn.com/fieldpulse/a4AEbOEi8pBr9B-n/static/images/_api/10512846-self-importing-data-with-google-sheets/06.png?fit=max&auto=format&n=a4AEbOEi8pBr9B-n&q=85&s=d37cfc143828f7a64c2ef3009d039857" alt="Imported template in Google Sheets with a red line marking non-editable cells" width="1455" height="784" data-path="static/images/_api/10512846-self-importing-data-with-google-sheets/06.png" />

***

# Downloading the Spreadsheet then Uploading Again to FieldPulse

When you are done entering/editing the information on the spreadsheet we will download this form so these changes can be reflected on FieldPulse. Go to *File*, then hover your mouse over where it says *Download*. By doing this it will provide you with choices. In this case, choose *Microsoft Excel (.xlsx)*. This will then initiate the download of this spreadsheet to your computer.

<img src="https://mintcdn.com/fieldpulse/a4AEbOEi8pBr9B-n/static/images/_api/10512846-self-importing-data-with-google-sheets/07.png?fit=max&auto=format&n=a4AEbOEi8pBr9B-n&q=85&s=c267eeac38cb875d0cdd9043d20833ad" alt="File Download menu with Microsoft Excel xlsx selected in Google Sheets" width="1570" height="1800" data-path="static/images/_api/10512846-self-importing-data-with-google-sheets/07.png" />

Head back to your web browser and find the tab where you previously had FieldPulse open. It is now time to upload your spreadsheet back into FieldPulse. Click on the blue *Upload* button.

<img src="https://mintcdn.com/fieldpulse/a4AEbOEi8pBr9B-n/static/images/_api/10512846-self-importing-data-with-google-sheets/08.png?fit=max&auto=format&n=a4AEbOEi8pBr9B-n&q=85&s=3b4ca741459f749020126bcecfe7c593" alt="Locating the downloaded spreadsheet file to open" width="1228" height="728" data-path="static/images/_api/10512846-self-importing-data-with-google-sheets/08.png" />

Locate the spreadsheet w previously downloaded, click on it, and then press Open.

<img src="https://mintcdn.com/fieldpulse/a4AEbOEi8pBr9B-n/static/images/_api/10512846-self-importing-data-with-google-sheets/09.png?fit=max&auto=format&n=a4AEbOEi8pBr9B-n&q=85&s=a96289dd2ed4e3c8dcbf3338346114a8" alt="Uploading the completed spreadsheet back into FieldPulse" width="1574" height="862" data-path="static/images/_api/10512846-self-importing-data-with-google-sheets/09.png" />

It may take some time for this to upload onto our system depending on how much data was entered on the spreadsheet. FieldPulse will let you know when everything was successfully uploaded!

<img src="https://mintcdn.com/fieldpulse/a4AEbOEi8pBr9B-n/static/images/_api/10512846-self-importing-data-with-google-sheets/10.png?fit=max&auto=format&n=a4AEbOEi8pBr9B-n&q=85&s=af9ef99dc048f07ab6d5e7ab53757aea" alt="Blue Upload button in FieldPulse for re-uploading the spreadsheet" width="2092" height="1123" data-path="static/images/_api/10512846-self-importing-data-with-google-sheets/10.png" />

***

**Have additional questions?**

*Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*
