If you already have a working Excel or CSV file, Voyanty can turn it into a system in a few steps.
- Open Import Excel / CSV → New Import.
- Upload a file (.xlsx, .xls, or .csv) or paste a public URL — including a Google Sheets link shared as “Anyone with the link”.
- On the Preview step check how Voyanty read the structure: which columns became fields, and which field type was suggested for each (text, number, date, currency, and so on).
- On the Map step adjust the mapping if needed — for example if “Total” should be a formula field, not a plain number.
- If you upload several files or sheets, a separate step lets you set relations between them (for example, which column in the “Projects” file points to the “Clients” file).
- Confirm the import. You will see the result: how many records imported successfully, how many were skipped, and a list of errors (if any) — with the option to download a CSV of the details.
After import the data is already in the system — you can start setting up views, a dashboard, and automations right away.