Copy and paste from external Excel

Copy data directly from Excel or Google Sheets and paste it into Lead2Team's Excel View to massively update information.

⚠️ **Important:** This function updates existing cards. To create new cards, use the Duplicate function or import from Excel.

How to copy and paste data

  1. Open your spreadsheet and select the cells to copy.
  1. Copy (Ctrl+C / Cmd+C)
  1. Go to Cards > Excel View in Lead2Team
  1. Click on the target cell and paste (Ctrl+V / Cmd+V)
  1. Verify that the data are in the correct columns.

⚠️ **Important:** Make sure that the columns in your Excel exactly match those in Lead2Team.

💡 **Tip:** Try a single row before pasting data into the entire table.

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