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Most studios arrive at Atelier with schedules already in Excel or Google Sheets, and most still need to hand a file to a contractor now and then. Both directions are covered.

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Import a spreadsheet

Import on a schedule takes a CSV. Atelier reads the columns and maps them onto schedule fields.
1

Tidy the sheet first

One header row at the top. No merged cells, no blank rows between sections, no notes floating in column M. Every product on its own row.
2

Name columns recognisably

Product, Brand, Qty, Vendor cost, Retail price, Lead time, Room, Finish, Material. Close is good enough — you confirm the mapping on import.
3

Save as CSV

UTF-8, so accented characters and currency symbols survive.
4

Import and check the mapping

Confirm each column lands where you expect before committing.
5

Review the result

Check the project Overview afterwards — No price set and No room assigned will tell you what did not come across.
Imported rows arrive without library products behind them. They will not have vendor pages, product images, or a link to the pinboard they were presented on. For pieces you specify often, adding them to the product library properly is worth the extra minute.

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Export

Export produces a file from the current schedule. The export reflects your current Columns and Organize settings, so what you see is what you get.
Set up a client-facing column view before exporting anything a client will see. Vendor cost and markup should not be in it.

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Moving from a spreadsheet for good

  1. Import one live project. Not your whole back catalogue. One project you are actively working on.
  2. Build the library as you go. Every product you specify from now on goes into the library. Within a few projects, most of what you reach for is already there.
  3. Stop maintaining both. The moment you keep the spreadsheet updated “just in case”, you have two schedules and one of them is wrong.