Role
Company Admin or Team Admin
Plan
All plans
Prerequisites
Your Excel file has one row per report
The first row contains clear column headers (for example:
Email,Date,Value,Quantity)The activity type and users already exist in SalesScreen
When should I import reports from Excel?
Use the Excel import when you want to:
Add historical data from before you started using SalesScreen
Bulk import many reports at once
Correct or re‑import data that was previously missing or wrong
Step‑by‑step instructions
Step 1 – Open the Data page
In the left‑hand menu, click Data.
Make sure you are on the All Data / Data page, not your personal Reports view.
Step 2 – Choose Activity type and Period
At the top of the page, select the Activity type you want to import data for.
Choose the Period that matches the dates in your Excel file (for example This month, Last quarter, or a custom range).
Step 3 – Open the Excel import
In the top‑right corner, click More actions.
Click Import from Excel.
Step 4 – Upload your Excel file
On Select an Excel file, click Upload Excel file and choose your file.
If you don’t have a file yet, click Download Excel import template to download an example you can build from.
Step 5 – Map Excel columns to SalesScreen fields
On Connect Excel columns to SalesScreen types:
For each column, use the dropdown to match your Excel headers to the correct fields, for example:
Map your “Email” column to Email
Map your “Date” column to Date
Map your “Value” column to Value
Complete all Mandatory connections before continuing.
Map any Optional connections if your sheet contains those values.
Step 6 – Confirm the connection
When everything looks correct, click Complete connection.
Review the preview of all rows from your Excel file.
Check that the Rows, Value, and Quantity totals at the bottom match your Excel file.
Step 7 – Start the import
If the preview looks good, click Start import.
If some rows have issues (for example “User not found” or invalid data), they are highlighted in red. You can either:
Skip the red rows and import the rest, or
Fix the errors in Excel and click Upload new Excel file to try again.
What happens after import?
All valid rows are saved as reports in SalesScreen.
You can see them on the Data page for the selected Activity type and Period.
They will appear in any dashboards, targets, and widgets that use this data.
Any skipped rows are not imported; you can correct them later and run a new import.
What if this doesn’t work?
I can’t find the “Import from Excel” option
Make sure you’re on the Data page (not a personal Reports view) and logged in as a Company Admin or Team Admin. The option is under More actions in the top‑right corner.
My Excel columns don’t show up in the mapping dropdowns
Confirm that the first row in your Excel file contains simple, non‑merged headers (for example Email, Date, Value, Quantity) and that there are no empty or merged header cells.
I get “User not found” errors during import
Check that the emails or usernames in your Excel file exactly match users in SalesScreen, including spelling and spaces. Fix them in Excel and upload the file again.
The import finished but no new reports appear
Verify that you selected the correct Activity type and Period before starting the import. Reports are imported under the type and period that were active in Step 2.