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Copy import templates to a Master Sheet
Copy import templates to a Master Sheet

How to add any import template to your Master Sheet and add data to it.

Updated this week

To import predictions into Futrli, you need a Master Sheet and a template. After you set up your Master Sheet you're ready to copy and populate the import templates available.

📌TIP: Use our walkthrough of how to import predictions into a Futrli forecast.


Copy template to a Master Sheet

  1. Click the Forecasting tab, then view the forecast you want to import predictions into.

  2. Once in the forecast, click New prediction in the top right, then click Import templates on the dropdown.

  3. Under the template you want to use, click Get the template.

  4. You can't edit the template file. Instead, copy and move the sheet from the template to the Master Sheet file.

    Right-click the relevant tab at the bottom, click Copy to, then click Existing spreadsheet.

    Google Sheets. Menu showing when clicking 'Custom - Monthly' tab.


  5. You can find the Master Sheet under the Futrli folder within your Google account, It will have the following name, Predict import- [org name] - [forecast name]. Make sure to select the relevant Master Sheet associated with the forecast.

    Once the Master Sheet is copied a message appears. You can access the Master Sheet directly from there and check the new tab.

    📎NOTE: If you already have the Master Sheet open when following the previous steps, this will open a duplicate tab for the same document in your browser.


Add your data

After you copy the template over to your Master Sheet, you can start populating it with data.

📎NOTE:

  • When pasting data into the sheet, paste values only. This is because the sheet has underlying formulas

  • Don't delete any rows or columns from the sheet

  • Don't add any additional rows or columns

  • If you require additional rows, use a separate template

For more information on the specific templates, and how to populate them, use our Import templates guide.


Next steps - Sync import template to Futrli

After you populate data into the copied template, you can sync the import template with Futrli.

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