Import your license spreadsheet without retyping it.

Upload the Excel or CSV file you already keep, or paste the rows. Columns are matched for you, problems are shown before anything is saved, and you decide what happens to licenses you already track.

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HOW IT WORKS

Four steps from spreadsheet to reminders.

  1. Upload or paste

    An Excel or CSV file, or rows pasted straight from your sheet — up to 2,000 at a time. Excel and CSV templates are there if you’d rather start fresh.

  2. Match the columns

    Your column headings are matched to license fields for you, along with each row’s license type. Correct any match before going on.

  3. Review and fix

    Cells that can’t be read are shown so you can fix them in place or leave the row out. Licenses you already track are found, and you choose for each one: skip it, update it, or add it as new.

  4. Import

    The import runs with its progress shown, then a plain summary of what was added, updated and left out. Nothing is saved until you confirm.

BUILT IN

Made for the spreadsheet you actually have.

Excel, CSV or pasted rows

No need to convert anything first. Paste works for a quick copy from a sheet you have open.

Columns matched for you

Headings like “Expires” or “License #” are matched to the right fields, and you can change any match.

Duplicates handled your way

Rows that match a license you already track can be skipped, used to update it, or added as new — row by row.

Nothing lost silently

If an import is bigger than the 1,000-license limit, every row is still read: licenses that fit are added, updates still apply, and the rows that didn’t fit are reported together.

Your directory too

Employees, subcontractors and vendors come in from Excel or CSV the same way, with duplicates handled as you choose.

Teams and the directory

Reminders from day one

Every imported license gets the reminder schedule. Dates already passed are skipped, so a late import doesn’t send a burst of old reminders.

Renewal reminders
BEFORE YOU IMPORT

A tidy sheet imports cleanly.

You don’t need a perfect spreadsheet — the review step catches problems. But a few minutes of tidying makes it smoother.

  • One row per license, permit or certificate
  • One column per fact: holder, type, number, issuer, expiration date
  • Real dates in the date column, rather than notes
  • Leave a date blank if you’re not sure of it — then upload the document and let the date be read
Read the full checklist
QUESTIONS

Spreadsheet import: common questions

What it does, what it doesn’t, and where your review still matters.

More answers in the FAQ
What can I import?

An Excel or CSV file, or rows pasted from a spreadsheet — up to 2,000 at a time. Your People directory can be imported from Excel or CSV too.

What if my column names don’t match yours?

They don’t need to. Your headings are matched to the license fields for you, and you can correct any match before importing.

What happens to licenses I already track?

They’re found before anything is saved, and you choose for each row: skip it, update the license you have, or add it as new.

What if the import is bigger than my plan?

Every row is read. Licenses that fit are added, updates to licenses you already have still apply, and the rows that didn’t fit are reported together so nothing is lost silently.

Is spreadsheet import included?

Yes. Spreadsheet import is included. It’s part of Pro — $39 a month, or $390 a year — and of the 7-day free trial, which needs no card.

RELATED FEATURES

Works hand in hand with

AI date readingUpload a photo or PDF — the dates are read for you to check.More about AI date reading Renewal remindersSix reminders before you need to start, then follow-ups until it’s renewed.More about renewal reminders Team & directoryOwners, staff and subcontractors, each reminded.More about team & directory Dashboard & calendarWhat’s overdue, what’s due soon, and a calendar of what comes next.More about dashboard & calendar
FROM THE BLOG

Further reading

Moving your license list out of a spreadsheetA spreadsheet is a fine place to start and a poor place to rely on. A checklist for tidying it up and moving it into a system that sends reminders for you.Read the article How to keep track of contractor license expiration datesExpiration dates hide in PDFs, wallets and inboxes. A simple system for recording every license, permit and certificate — and hearing about each renewal in time.Read the article

Put your next renewal on the radar.

Try everything free for 7 days. No card needed.

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