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Google Sheets Add-on: Import plan

Import budgets, Google Sheets connection

Juergen Fae avatar
Written by Juergen Fae
Updated over a week ago

Use the COMMITLY Google Sheets add-on to import your own plan figures into COMMITLY.

The following steps are necessary:

  1. Create an empty plan in COMMITLY - details can be found here

  2. Install the COMMITLY Google Sheets add-on

  3. Prepare COMMITLY for the import

  4. Prepare Google Sheets for export to COMMITLY

IMPORTANT: Never import directly into the forecast. The import takes place via the direct API and is therefore irreversible.

For this reason, always create a separate plan into which you import. This means that the plan created for the import can always be deleted in the event of errors.

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