Skip to content
ClientPlot

Supported spreadsheet features

ClientPlot imports structured Excel and CSV data you already use to track clients, jobs, projects, tasks, or schedules. You review sheets, columns, mappings, and any formula issues before data is saved. It is not Excel, and it does not run macros or arbitrary workbook scripts.

Supported

  • Excel .xlsx and CSV (also TSV)
  • Multiple worksheets, with a sheet picker. Unrelated sheets are not merged automatically.
  • Calculated formula values when Excel or Google Sheets saved a cached result in the file
  • Cross-sheet formula results when those cached values are present
  • Dates, including Excel serial dates, without shifting a date-only value by a timezone
  • Currency stored as a number, with the formatted display in preview
  • Percentages shown as 25% when the cell is formatted as a percent
  • Header rows that sit under a merged title row
  • Ignoring completely blank rows and formatting-only empty ranges

Supported with limitations

  • Formulas without a cached result: the cell is marked as needing attention. ClientPlot does not invent a value.
  • Lookups such as XLOOKUP, VLOOKUP, INDEX/MATCH: used only if a calculated value was saved in the file.
  • External workbook references like [Rates.xlsx]: cached value if present, otherwise a warning. ClientPlot will not ask you to upload unrelated files.
  • Hidden sheets: kept for reading cached formula values, not auto-imported as business data.
  • Named ranges: detected when present. They are not imported as their own datasets.
  • Pivot-looking sheets: displayed values can be imported. The pivot does not stay live.
  • Macro-enabled .xlsm files: cell data can be imported. VBA is never executed.
  • Google Sheets: download/export as .xlsx or CSV. There is no live Google Sheets connection.

Not executed

  • VBA, macros, and embedded scripts
  • A full Excel formula engine (ClientPlot does not recalculate workbooks)
  • Charts as business records
  • External workbook files that were not uploaded

Free plan

One Excel or CSV spreadsheet import, up to 100 non-empty data rows. Header rows, blank rows, and formatting-only rows do not count. Several data sheets in one workbook still count as one file import; the combined imported rows count toward 100.

If you already imported on Free before this limit existed, your data stays. The new limit applies to future imports.

Paid plans

Unlimited rows on Solo, Team, and Business means no plan-based row quota. Subject to reasonable technical file and import limits (8 MB, 20,000 rows per sheet).

Import a spreadsheet