Copy rows from a spreadsheet and paste them into a Grid view. The values land cell by cell from the cell you picked, and rows past the last record become new records.
Here is the test: is the data already in a spreadsheet, in columns that match the grid? Paste it. For a file with many columns to map to fields, use the CSV or Excel import from the three-dot menu instead.
Example: Procurement pastes a renewal schedule with Contract Number, Renewal Date and Annual Value from a spreadsheet into Contracts, starting at the first empty row. The sheet has one more column than the grid shows, so the product offers to expand the view.
The Contracts grid with three pasted rows at the bottom and the Paste complete message with its UNDO button.
Plan Availability | All plan types. |
Permissions | Any member who can edit the records and the fields; see Permissions below. |
Platform | Web |
Related Reading |
Pasting into the grid
In Excel, Google Sheets, Numbers or another spreadsheet, select the rows and columns to move and copy them.
In the Grid view, select the cell where the pasted data should begin. The values fill to the right and down from it. To add new records, select the empty + row under the last record.
Press Ctrl + V on Windows or Cmd + V on a Mac.
If the paste fits inside the view, the values land at once. If it needs new records or new fields, a prompt asks first (next section). When the paste is done, a message reads Paste complete, with an UNDO button.
Tip: Paste into a test view first when the sheet is large. Check that each column landed in the right field before you paste into the working view.
The "Do you want to expand this view?" prompt
When the paste goes past the last record or the last column, a window titled Do you want to expand this view? opens. Its text says what the paste needs. For three new rows it reads "To fit your pasted data into this view, we need to add 3 more records". For an extra column it reads "we need to overwrite 3 cells in 3 records and add 1 more field". Two choices follow:
Expand the view so that all of the pasted cells will fit. This is selected by default. New records and new fields are created and filled.
Don't expand the view. Values outside of the view will not be pasted. The paste stops at the view's edge.
Select Continue to paste, or No, Cancel to stop. A field added this way is a Text field named Text, placed as the last column. Rename it and set its type from the column menu with Modify Field Settings.
Note: The paste fills the columns the view shows, from the starting cell to the right. A field hidden from the view is not filled.
The Do you want to expand this view? prompt with its two choices, No, Cancel and Continue.
What a paste fills
A pasted value lands in a cell as text, and each field reads it its own way:
A Text column takes the value as written.
A Number column takes a number and leaves a word out, with no message.
An Assigned To column takes nothing from pasted text; the value is dropped, with no message.
A Date cell as the starting cell takes no paste at all. Start the paste on a Text or Number cell instead.
The number of pasted rows cannot go past the table's record limit.
Permissions
A paste edits records, so it follows the member's edit permission on each field and record. See Field Permissions and Table Permissions. A paste that expands the view adds fields to the table, which follows the table's permissions as well. When Disable Inline Edit is on for the view, cells cannot be selected and nothing can be pasted; see Disable Inline Edit.
Using paste in each view type
The paste belongs to the Grid view, which is the only view type that shows records as cells.
Undoing a paste
Select UNDO in the Paste complete message, or press Ctrl + Z (Cmd + Z on a Mac). The pasted values are removed, and so are the records and the field the paste added. See Undo / Redo Actions.
Frequently asked questions
Can I paste into the middle of the grid?
Can I paste into the middle of the grid?
Yes. Select any cell as the starting cell. The values fill right and down from it and overwrite what was there, after the prompt if the paste goes past the view's edge.
My sheet has more columns than the grid. What happens?
My sheet has more columns than the grid. What happens?
The "Do you want to expand this view?" prompt offers to add a field for each extra column. Select Continue to add them, or pick the second choice to paste the visible columns only.
Why did a column come through empty?
Why did a column come through empty?
Its values did not fit the field. A Number column drops words, and an Assigned To column drops pasted text, with no message. Check the field types and paste again, or undo and map the columns in an import.
How is this different from an import?
How is this different from an import?
A paste is quick and fills what the view shows. An import maps each column of a file to a field of your choice. See CSV/Excel Data Import.
Last verified 30 Oct 2026.