Bulk Spreadsheet Import

Published on April 30, 2026 QuoteX

Bulk Upload Scope Data with Add From Spreadsheet

The Add From Spreadsheet feature in the Scope Size Effort section of QuoteX lets you load scope data in bulk instead of entering it record by record. This guide walks you through preparing the official template, following category-specific rules, uploading your data, and mapping spreadsheet columns to QuoteX API fields.

1. Getting Started

To ensure the system recognizes your data, always begin by downloading the official template:

1. Navigate to the Scope Size Effort section and click Add From Spreadsheet Tab.
2. Click the Download Template (.xlsx) button.
3. Prepare your data within this file to ensure column headers match system requirements.

Figure 1: Download the official template from the Add From Spreadsheet tab.

2. Category-Specific Guidelines

Each category in the template has its own columns and rules. Fill out only the fields that belong to the category you are working on.

▶ Integration

Active Values: For the Integration Type column, ensure the values match the records currently listed in the PSC Integration/Migration Type values custom metadata.

Data Entry: Only fill out fields specific to the Integration category.

Figure 2: Integration columns in the template.

Figure 3: Integration data entered in the spreadsheet.

▶ Data Migration

1. The system specifically looks for values under the Migration header columns as defined in the template.
2. Ensure data is placed under the correct headers to avoid upload errors.

Figure 4: Data Migration columns and values.

▶ Change Enablement

1. The system specifically looks for values under the Change Enablement header columns as defined in the template.
2. Ensure data is placed under the correct headers to avoid upload errors.

Figure 5: Change Enablement columns and values.

▶ Managing Labor Hours

Figure 6: Setting the Default Role in the Role picklist value set.

Figure 7: Labor hours entered in the spreadsheet.

3. The Upload Process

Once your spreadsheet is ready:

1. Copy the data from your spreadsheet to your clipboard.
2. Use the Paste from Clipboard feature in QuoteX.
3. The system will automatically populate the respective sections (Integration, Data Migration, and Change Enablement) with the related field values.

Figure 8: Sections populated after pasting from the clipboard.

4. Technical Field Mapping

Use the table below to ensure your spreadsheet columns map to the correct API fields in QuoteX.

Troubleshooting Upload Errors

Key Takeaways

1. Always download and use the official .xlsx template.
2. Fill out only the fields that belong to each category.
3. Set a Default Role before uploading hours.
4. Use Paste from Clipboard to populate all sections at once.

Knowledge Article Number: KA-00048