Integration
Microsoft Excel & CSV status check-ins
The lowest-friction way in. Export from any tracker, or keep your plan in Excel, and PingCadence turns the rows into a check-in plan. Summary rows, inactive and completed tasks are skipped automatically.
Watch the setup · 2:48
Upload a sheet with one row per task, check the column mapping, choose who gets asked, and run check-ins — re-import any time.
How it connects
Upload a .xlsx or .csv file. We guess which column is the task, owner, email and dates; you check and correct the mapping with a live preview before anything is imported. Re-upload any time to refresh dates — the mapping is remembered.
What PingCadence reads
Task name, owner (name and email), start date, due date.
Applying date changes
When a task owner proposes new dates, you review them in PingCadence and update your plan yourself. Re-import to refresh dates.
Support for the Microsoft Excel & CSV connection
Questions or problems connecting Microsoft Excel & CSV? Email hello@pingcadence.com. Tell us which plan or project you were connecting and what you saw, and attach a screenshot if you have one.