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Spreadsheet Integration: Import and Export Your Data

Not every workflow lives in a CRM. Plenty of advisors still run on a master spreadsheet, and plenty more need to hand data to an accountant, a compliance tool, or a legacy system that only speaks CSV. The new Spreadsheet integration makes that a first-class workflow in FolioReady: upload a sheet to create folios in bulk, or download a sheet of contacts and collected folio data whenever you need it.

What's New

Spreadsheet as an active integration

Spreadsheet now lives alongside Google Drive, Dropbox, Pipedrive, and the rest on the Active Integrations page. No OAuth, no keys — it's always connected.

Four focused operations

The integration show page splits cleanly into four pages, each with a standard form:

  • Import contacts — upload a CSV/XLS of clients to create contacts in bulk
  • Import folios — upload a sheet to create folios against a chosen template
  • Export contacts — download every contact as CSV/XLS
  • Export folios — download collected folio data as a sheet, filtered by template

Onboarding-style template selection

Folio imports and exports use a template picker styled like the onboarding flow — checkbox cards with badges showing whether each template is inbound or outbound. Pick one or many in a single click, no dropdown digging.

XLS by default

Excel-format export is the default, matching what most advisors will open the file in. CSV is one click away if you need it for scripting or an older system.

Job history on the show page

Every import and export appears in the history table on the integration show page, with status, row counts, and a download link for the generated file when applicable. Completed jobs stay accessible for re-download.

How to Use It

Import contacts

  1. Go to Integrations → Spreadsheet
  2. Click Import Contacts
  3. Upload a CSV or XLS with columns for name, email, phone, etc.
  4. Review the mapping preview, confirm

Export folios

  1. Go to Integrations → Spreadsheet
  2. Click Export Folios
  3. Select one or more templates
  4. Pick format (XLS default)
  5. Download the generated file when the job completes

What's Improved

A familiar form experience

Every spreadsheet page uses the same forms you already see elsewhere in FolioReady — so validation, submit and cancel buttons, and file upload all behave the way you'd expect.