Importing Items from Excel

Encircle provides the ability to import a list of items that you may have received from a customer.

1. From the Spreadsheet view, click the Import From Excel button.
2. Download and open the Template file.
3. Copy the items from the original spreadsheet document into the Excel template file.
4. Assign the column headings based on the type of data in the column.
5. Save the file and click the Click to Attach File button.
6. Click Import and Save button.

Your items will be imported to a room named, " Imported Room".

Updated July 08, 2026 23:00