Skip to main content
Who uses this: Anyone running a FieldPulse self-import who does not have Excel. Availability: All regions. Self-import is included with your subscription at no extra cost.
Self-importing data with Google Sheets is how you finish a FieldPulse import when Excel is not installed on your computer. Every FieldPulse self-import starts by handing you an Excel template — you download that template, open it in Google Sheets, add your data, download the sheet back out as an Excel file, and upload that file to FieldPulse.

​
Overview

FieldPulse lets you self-import three kinds of records — customers, line items, and custom fields. Each self-import screen walks you through the same four steps, and step one asks you to download an Excel template. The four-step self-import prompt in FieldPulse — download the Excel template, paste your data into it, keep the template's column structure, and re-upload the file Google Sheets is a free, browser-based spreadsheet editor, so it stands in for Excel in the middle of that sequence. You open the FieldPulse template in Google Sheets, enter your records there, and save the sheet back out in Excel format before you upload it. FieldPulse still receives the same Excel file it expects.

​
Before you begin

  • Have a Google account so you can open Google Sheets in your web browser.
  • Start the self-import you want in FieldPulse — customers, line items, or custom fields — so the Excel template is available to download at step one. See How to Import Data into FieldPulse for the import screen that matches your record type.
  • Keep the FieldPulse tab open in your browser. You return to that tab at the end to upload the finished file.

​
On web

​
Upload the FieldPulse template into Google Sheets

  1. In FieldPulse, select the blue Download button on the import screen to save the Excel template to your computer.
  2. Open Google Sheets in a new browser tab and select Blank spreadsheet. The Google Sheets start page with the Blank spreadsheet option highlighted, open in a browser tab beside the FieldPulse Administration tab
  3. In the new spreadsheet, select File, then select Open. The File menu open in a blank Google Sheet with the Open command highlighted
  4. In the Open a file window, select the Upload tab. The Open a file window in Google Sheets with the Upload tab selected and a Browse button in the center
  5. Select Browse, find the Excel template you downloaded from FieldPulse, select it, and select Open. Google Sheets opens the template.
The computer file picker open to the Downloads folder with the Custom Fields Import template file selected and the Open button in the bottom-right corner

​
Add or edit your data

Enter your records in the template the same way you would in Excel, and leave the rows at the top of the sheet alone.
  1. Read the instructions written into the template before you type anything.
  2. Add or edit your information in the rows below the red line.
Do not edit the cells above the red line, and keep the template’s column structure as it is. If the columns change, the import will not work.
The FieldPulse import template open in Google Sheets, with a red line under the header and instruction rows marking the cells that must not be edited

​
Download the sheet and upload it back to FieldPulse

  1. In Google Sheets, select File, then hover over Download.
  2. Select Microsoft Excel (.xlsx). Google Sheets downloads the sheet to your computer as an Excel file. The Google Sheets File menu with Download expanded and Microsoft Excel (.xlsx) highlighted in the format list
  3. Return to the FieldPulse tab in your browser and select the blue Upload button on the import screen. The Customer Custom Field Import screen in FieldPulse with the blue Upload button highlighted at step four
  4. Find the file you downloaded from Google Sheets, select it, and select Open. The computer file picker open to the Downloads folder with the re-downloaded .xlsx file selected and the Open button highlighted
  5. Wait for the upload to finish. The more data the sheet holds, the longer the upload takes, and FieldPulse tells you when the import is complete.
The FieldPulse import screen showing a green Successful Import confirmation after the file finishes uploading

​
Still need help?

Reach the FieldPulse support team at support@fieldpulse.com or through the chat feature in the bottom-right corner of your screen. You are done when you have downloaded the completed sheet as an Excel file, uploaded that file on the FieldPulse import screen, and FieldPulse confirms the import finished.