Excel Import Guide

Propongo supports importing Excel files in two places: the Budget tab and the Custom Sections tab.

Importing a Budget

1. Switch to the Budget tab.
2. Click Import Excel.
3. Your spreadsheet must have these four columns (header names are case-insensitive):

Column	Description	Example
Task	Task name (creates new tasks if needed)	"Field Surveys"
Item	Line item name	"Field Technician"
Cost/Unit	Cost per unit	45.00
Units	Number of units	80

1. Select your .xlsx or .xls file and upload.

All items are created under their respective tasks. Existing tasks are reused; new tasks are auto-created.

Download a Template

Click Download Template on the Budget tab to get a sample .xlsx with the correct columns.

Importing a Spreadsheet as a Custom Section

1. Switch to the Custom Sections tab.
2. Click Import Excel.
3. Select any .xlsx or .xls file.
4. The spreadsheet is converted to a Markdown table and added as a new custom section.

This is useful for presenting data tables directly in the proposal.

Requirements

• Install pandas and openpyxl if not already present:

  pip install pandas openpyxl tabulate
  

• These are included when you pip install propongo.