1. Creating a Sheet
Click + Create at the top of the Sheets dashboard. You can start from:
- Blank Sheet – A fresh sheet with default settings.
- Shopify Template – Preloaded with Shopify-compatible fields.
- Upload CSV – Import your own data file to generate a sheet.
- Use Pinned Sheet – Clone the structure from a previously pinned sheet.
Give your sheet a name and click Create Sheet to get started.
2. Pinning or Duplicating a Sheet
From the sheet list:
- Click the ••• menu on any sheet.
- Choose Pin to mark it for reuse in the future.
- Use Duplicate to make an exact copy, including attributes.
Pinned sheets are especially useful for maintaining consistent structure across projects.
3. How Sheets Work
Each sheet is a self-contained workspace that includes:
- A list of products (rows)
- A customizable set of attributes (columns)
- Web search and enrichment settings
- Validation rules
- Price report configuration
Sheets do not share data or configurations with each other, allowing you to run multiple projects independently.
4. Organizing with Folders
Keep your sheets organized using folders:
- Click the ••• menu on any sheet
- Select Move to Folder
- Choose an existing folder or create a new one
Folders appear in the left sidebar of the Sheets dashboard, allowing you to filter and navigate your sheets by project or category.
5. Sheet Settings
Access sheet-level settings by clicking the ⚙️ Settings button in the sheet toolbar:
| Setting | Description |
|---|
| Input Name Display | Customize the label for the product name column |
| Web Search | Configure search queries and site filters |
| Validation Rules | Set up data quality checks |
| Price Reports | Configure competitor price monitoring |
Sheet settings override organization defaults, giving you fine-grained control per project.
6. Renaming and Deleting Sheets
From the ••• menu on any sheet:
- Rename: Change the sheet name
- Archive: Hide the sheet without deleting data
- Delete: Permanently remove the sheet and all its products
Deleting a sheet permanently removes all products and cannot be undone. Use Archive if you might need the data later.
