Copy and paste from external Excel

Copy data straight from Excel or Google Sheets and paste it into the Lead2Team Excel View to update information in bulk.

⚠️ Important: This updates cards that already exist. To create new cards, use Duplicate or the Excel import.

How to copy and paste data

1. Open your spreadsheet and select the cells you want to copy
2. Copy them (Ctrl+C / Cmd+C)
3. Go to Cards > Excel View in Lead2Team
4. Click the target cell and paste (Ctrl+V / Cmd+V)
5. Check that the data landed in the right columns

⚠️ Important: Make sure the columns in your spreadsheet match the Lead2Team ones exactly.

💡 Tip: Try one row before pasting data into the whole table.