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This article relates to the following pro-Forms modules: |
Use this to bring in existing records, for example from a spreadsheet you kept before using pro-Forms.
1. Click Import from spreadsheet.
2. Click Download template if you want a ready-made file. The template lists your skills, levels, people and categories so values can be copied exactly.
3. Choose your spreadsheet (CSV or Excel). If you have certificate files, add them as a ZIP file.
4. Click Upload and continue.
5. Choose the layout:
- One row per person per skill, or
- Matrix: a row per person, a column per skill.
6. Match the columns in your file to the fields pro-Forms needs. pro-Forms suggests matches automatically and remembers them for next time.
7. Choose your options:
- Add skills that aren't in your library from the pro-Forms starter library.
- Add people to the categories named in the file.
- Include rows that have warnings.
8. Click Check rows and review the preview. Click Download problems (CSV) to get a list of rows that need fixing.
9. Click Import.
Nothing is saved until you click Import. Recent imports are listed on the first screen, and an import can be undone from there.
- Skills Matrix: Setting up your skills library
- Skills Matrix: Recording and verifying skills
- Skills Matrix: Creating user categories
Article ID: 122
Created: October 6, 2026
Last Updated: October 6, 2026
Author: Administrator
Online URL: https://www.pro-forms.co.uk/kb/article.php?id=122