Google Workspace is one of the most integrative systems, providing in-app, online, and even offline access to the files you get to store with your free Gmail account. With options to organize and prioritize your inbox, create and share content, files, notes, presentations, and more across multiple cloud drives, many businesses have switched their mail clients in recent years to take advantage of the inexpensive, user-friendly experience.
Those of you currently updating your filing system Google Workspace might be running into a few snafus. Even if you’ve been living in Google Drive for most of your work career, there are many people you’ll encounter in the workforce that will not have adapted to the same system you use. No longer does converting that file mean typing the data in manually or even copy-and-pasting specifics from one document to the next, minding formatting. In fact, you can now seamlessly convert an Excel spreadsheet into a Google Sheets file in mere moments. Here’s how.
1. Download the Excel file
Make sure the Excel file you want to convert is downloaded to your computer, drive, or another device you can pull it from in the correct format. Give it a simple naming convention or store it in an easily accessible place for the sake of efficiency.
2. Open your Google Drive
3. Open your options to upload
After you are logged in, you’ll click the rainbow plus sign labeled “New” in the upper left-hand corner of your window. A drop-down will appear. Select “File Upload” from the drop-down options.
4. Upload your Excel file
Click through to the Excel file you saved previously and plan to convert. Click on that file in the window. Then, drag your mouse to the lower right-hand corner of that window and select “Open.” The file should upload. Should the file show signs of slow upload, or is not finishing its upload, you can force stop the upload yourself by restarting the Google Drive app or refreshing your online window.
5. Open your Excel file in Google Drive
Once the file has been uploaded into its given Google Drive folder, right-click on it. Choose “Open with” from the pop-up menu, and then scroll over to the “Google sheets” submenu option. Select it with your cursor.
6. Save your Excel document as a Google Sheets file
Once you have opened your (probably really silly looking) Excel file in Google Sheets, you will click “File” in the upper left-hand corner of the document. Scroll down to the very specific, user-friendly option labeled “Save as Google Sheets.”
7. Double-check your work
You can make sure your spreadsheet is saved correctly to the drive by going back to the folder you saved it in and opened it from. There should be another file with the same name and a green Google Sheets icon next to it.
If you know for a fact that you’re going to be adjusting numbers within multiple spreadsheets and want to find a quick way to convert every Excel document you upload to Google Drive into a Sheets document automatically, you’re in luck. Google has developed a streamlined process in the settings options to make this happen.
- Log in to Google Drive
- Open Settings: Select the icon with the gear on it in the upper right-hand corner of your window. Click the first option, labeled “Settings.”
- Adjust your editor format: Click the checkbox that is next to the phrase “Convert uploaded files to Google Docs editor format.” Once you are finished, select “Done” in the upper right-hand corner.
- Double-check your work: You can double-check your settings by clicking the gear icon again and ensuring the checkbox is marked.
So fear not when that client sends their data over in a Microsoft Excel spreadsheet, or your boss needs you to update a spreadsheet created many moons ago. Use this quick hack — and a slew of other pro tips for Google Sheets — to streamline the process, and surprise your colleagues with your efficiency and dedication to the task.
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