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      Import Excel files

      Thy Nguyen

      Updated on August 15th, 2023

      Table of Contents

      With Gridly, you can easily import multiple file formats, including XLSX (Excel workbook) files. For other import options, please view these articles

      Add an Excel file

      1. On the project page, click + Add Grid.
      2. Select Import file from the dropdown menu.
      3. Open the Excel (XLSX) file you want to import. 

      Select sheets (If you have multiple sheets in your Excel file)

      Each sheet in an Excel file will be imported as a Grid. For instance, if your Excel file has 10 sheets, there will be 10 Grids in the database when imported successfully. We certainly do suggest however that you try to import all sheets to the same Grid (see below). Adding to the same Grid means that you can very quickly review all content in one place. It will also simplify the process when you want to send for translation. That will result in one export instead of an export for each Grid (and then having to import those loc files later).

      • Select the sheets you want to import: Check the list of sheets and deselect any sheets you do not want to import.
      • At the bottom, ensure the toggle in ON for Import as separate Grids.
      • Click Next.

      Note

      The maximum file size of the imported Excel file is 200 MB.

       

      Sheets qualified to import are marked as , while sheets marked as indicate that they need some additional configuration. Click on those sheets to finish setting up and import.
       

      Setup sheets

      1. Select the import mode by toggling on/off Set up translation:
        • If you are importing a localization file which contains language columns (English, French, etc). You can continue to set up. 
        • If you are uploading a non-translate file, which does not contain language columns, like an asset management file, toggle off Set up translation.

      image5.gif

      Translation Grid: contains language columns

      1. Select the project type: 
        • Single-step: if you’re translating from a single source language to one or multiple target language(s).
        • Multi-step: if you’re translating from an initial source language to a pivot language and then to target languages. For example: Chinese -> English -> Global languages.
        • Map the columns with the appropriate column types: Gridly will automatically map the columns for you depending on the column name. If you need to customize the data, you’ll be able to:
        • Use first row as header.
        • Manually adjust column types.
        • Allow non-unique record IDs, global unique record IDs.
        • Click Create and the Grid is now in your selected database. image6.gif

      Note

      You need to have at least one source language column in your Translation Grid in order to be able to create it, so make sure you set a column as the source language column. For example: 

       

      image4.gif

      Non-translation Grid: does not contain language columns

      Similarly, Gridly will automatically map the columns for you depending on the column name. If you need to customize the data, you’ll be able to:

      • Use first row as header.
      • Manually adjust column types.
      • Allow non-unique record IDs, global unique record IDs.

      Then, click Create and the Grid is now in your selected database. image3.png

      Tips

      For a simplified view, you can select the list view icon on the right-hand side.

       
      image1.gif

      Advanced: Import multiple sheets to one Grid

      In many cases, you have a large number of sheets and you want to combine many sheets in an Excel file into one. Gridly allows you to combine the similar sheets* to one Grid and import to Gridly. 

      Note

      Similar sheets are sheets with the same column names. We recommend aligning your column names before importing if you want to combine the sheets into one Grid. 

       

      Add sheets and mapping the columns

      1. After adding the Excel file to Gridly, select the sheets you want to import: Check the list of sheets and deselect any sheets you do not want to import.
      2. At the bottom toggle off Import as separate Grids, then click Next.
      3. Check the name, Grid type, and Project type as usual.  
      4. Map the columns: 
        • Gridly will automatically match all the columns with the same name.
        • If you have not changed the column name, you can click to add a column, then select which columns from each sheet to match.  
      5. Click Preview, then check if the records will be imported correctly.
      6.  Click Import.
      7.  Have a sip of coffee (or drink of choice) and wait while the sheets are imported. Once done, you’ll be notified about the result. Click OK and open the Grid. 

      Manage customization options before importing

      Manage order of imported records

      The order of imported records is decided by the order of imported sheets. Click and drag and drop to rearrange the order.

      Delete a sheet

      Click next to the sheet name to delete the sheet from the importer.

      Change column properties

      Click next to a column name to change the column name and type, or delete it if needed.

      Change matched sheets

      If you want to match a column from sheet A to another column in sheet B. Click next to sheet B’s column name and select another one.

       

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