Bring your tracker

Import your spreadsheet so Home becomes the living list — not a second copy of Excel.

4 minute read

Download the ingest pack

Open Engagements → Import and download the ingest pack for your profession. It is one workbook: clients, jobs, pipeline, assets, opening invoices, expenses.

Copy live work onto those sheets. Do not merge cells or rename headers. Dates YYYY-MM-DD. Status keys are on the read_me sheet — use the keys, not the labels on screen.

Skip colour codes, comments, and ten years of archive. Live jobs with due dates are what make Home true.

Import into F-Practice

Upload the filled workbook on the same Import page. A jobs CSV with the same headers still works.

Clients are matched by name. Jobs, pipeline, assets, and invoices skip rows already in (by reference or number). Expenses always add — do not re-import that sheet.

Confirm the displacement

Open Home. You should see overdue and upcoming work from the rows you imported.

When Home is trustworthy, stop updating the old spreadsheet for active work. That is the win.