> ## Documentation Index
> Fetch the complete documentation index at: https://help.palletlog.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import from Excel

> Bring opening balance data into your workspace.

<Note>
  Interface labels, screenshots, and step-by-step UI guidance in this article are pending verification against the live Palletlog application. Conceptual guidance below uses approved Palletlog terminology. Detailed UI steps will be added when product sources are confirmed.
</Note>

## Outcome

Opening data loaded.

## About this task

Import transitions from spreadsheets.

## Prerequisites

* Access to the [Palletlog dashboard](https://dashboard.palletlog.com)
* A workspace with the asset types and partners relevant to this task

<Note>
  If you do not have permission to complete an action in Palletlog, ask a workspace administrator to adjust your role or complete the task for you.
</Note>

## Steps

<Steps>
  <Step title="Step 1">
    Prepare spreadsheet.
  </Step>

  <Step title="Step 2">
    Validate partners and types.
  </Step>

  <Step title="Step 3">
    Run import.
  </Step>

  <Step title="Step 4">
    Review results.
  </Step>
</Steps>

## Expected result

Balances reflect import.

## Common mistakes

* Import before setup.

## Related articles

* [/troubleshooting/import-failed](/troubleshooting/import-failed)