Bring your tracker

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

4 minute read

Export what you already use

Open the spreadsheet that holds your active jobs or matters. Export or Save As CSV.

Keep columns that map cleanly: client, title (or matter name), reference, status, and due date.

In the app, go to Engagements → Import CSV. Choose your file and import.

Recognised headers: client, title, reference, status, due (YYYY-MM-DD or DD/MM/YYYY).

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.