Excel · CSV · import

Keep the data. Lose the spreadsheet.

Most manufacturers start ShapedOps with an Excel sheet someone has kept for years. We bring it in — orders and contacts — and from then on each order moves through real stages, with documents and WhatsApp updates at every step.

Book a discovery call How the import works
01Sheet vs system

An Excel order sheet compared with ShapedOps

The sheet isn't the problem. The problem is that only one person knows which version is right — and the buyer can't see any of it.

When…In ExcelIn ShapedOps
Someone asks for the statusWhoever has the latest copy looks it up.Everyone sees the same stage — and so does the buyer, on their link.
A quote or invoice is neededRetyped into Word from the sheet.Generated from the order when it reaches the stage.
Two people edit at onceorders_FINAL_v3 (2).xlsxOne record per order, with staff logins for your team.
It's month-endPivot tables, rebuilt by hand.Pipeline value, closed revenue and conversion, already calculated.
02The import

Four steps, checked before anything is saved.

Orders and contacts both import the same way. Nothing is written until you've seen the preview.

01

Upload

An .xlsx, .xls or .csv file — the sheet you already keep.

02

Match columns

Your column headers are matched to fields automatically, and you can adjust any match.

03

Preview

Each row is validated. Possible duplicates — the same email or phone — are flagged, within the file and against what's already in ShapedOps.

04

Import

Valid rows are created; duplicates and invalid rows are skipped, with a result for every row.

03After the import

Your columns become fields. Your rows become orders.

Whatever your sheet tracked that ShapedOps doesn't have out of the box becomes a custom field, set up with you during implementation.

Columns that become fields

Heat no.Material gradeDrawing rev. Buyer PO no.TransporterVehicle no.

Examples from manufacturing sheets. ShapedOps for manufacturers

What each order gets

  • A stageenquiry to payment
  • Documentsissued at the right stage
  • WhatsApp updatesto your buyer
  • A tracking linkno app, no login
04Questions

Questions about moving off Excel.

Something else? Message us on WhatsApp at +91 90998 67128.

Which file types can we import?
Excel (.xlsx and .xls) and CSV files. Both orders and contacts can be imported.
What happens to duplicate rows?
Rows with the same email or phone number — within the file or as a record already in ShapedOps — are flagged in the preview and skipped on import, so you start clean.
Do our column names have to match?
No. Column headers are matched to fields automatically where they line up, and you can change any match before previewing.
Can we still use Excel for anything?
Yes. ShapedOps isn't an accounting package, so your books can stay where they are, and owners can export data whenever they need it.
Who does the import?
We do it with you during implementation, along with setting up your stages, letterhead and custom fields.

Early access

Tell us how your orders run today.

A discovery call, then a written proposal and fixed quote within 2–3 business days. Priced as an implementation, not per seat.

Book a discovery call Get a quote WhatsApp +91 90998 67128