Onboarding Import: Introduction - Revision history

PubGizmoSysop: Claude helped

2026-06-04T22:53:34Z

Claude helped

← Older revision		Revision as of 18:53, 4 June 2026
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	PubGizmo imports your data from spreadsheets, which you may already use to manage your data. Most software will export to Excel or tab- or comma-delimited formats, which we can also work from. We have templates to get you started organizing everything in the correct format and columns:		PubGizmo imports your data from spreadsheets, which you may already use to manage your data. Most software will export to Excel or tab- or comma-delimited formats, which we can also work from. We have templates to get you started organizing everything in the correct format and columns:

	# Google Sheets: we prefer working directly in Google Sheets, because you can share them with us, and we can test import these. If there are minor issues, we make the edits on the sheets themselves, and try again~~. Less~~ back-and-forth than ~~option 2,~~ emailing Excel sheets. Google Sheets are free. '''How to create a set of sheets to work from:''' [https://docs.google.com/spreadsheets/d/1jEE9ncPXJe22Bui67DiOHrn_2AALIxlofjMZjLZMrjs/edit?gid=781849022#gid=781849022 Open the template here], then go File > Make a Copy to create your own document on Google Drive to work from.		# '''Google Sheets:''' we prefer working directly in Google Sheets, because you can share them with us, and we can test-import these. If there are minor issues, we make the edits on the sheets themselves, and try again — less back-and-forth than emailing Excel sheets. Google Sheets are also free. '''How to create a set of sheets to work from:''' [https://docs.google.com/spreadsheets/d/1jEE9ncPXJe22Bui67DiOHrn_2AALIxlofjMZjLZMrjs/edit?gid=781849022#gid=781849022 Open the template here], then go '''File > Make a Copy''' to create your own document on Google Drive to work from.
	# Microsoft Excel: you can also work directly in Excel, and email us the sheets. Use the link above to the Google Sheet, ~~and when you have it open,~~ select File > Download > Microsoft Excel (.~~xlxs~~)~~. This will~~ save a copy in your Downloads folder, which you can then open in Excel.		# '''Microsoft Excel:''' you can also work directly in Excel and email us the sheets. Use the link above to open the Google Sheet, then select '''File > Download > Microsoft Excel (.xlsx)''' to save a copy to your Downloads folder, which you can then open in Excel.

	=== What Version Are You Using? ===		=== What Version Are You Using? ===
	When you submit your sheets, please indicate the version. The ~~set of~~ sheets ~~you create using~~ the link above ~~download today~~ are '''Version 1.9'''.		When you submit your sheets, please indicate the version. The sheets available via the link above are currently '''Version 1.92'''.

	== Prepare Five Google/Excel Sheets ==		== Prepare Five Google/Excel Sheets ==
			Each sheet has its own documentation page. Please read the page for each sheet carefully before you begin entering data.

	# Titles		# [[Onboarding Import: Titles\|Titles]]
	# Editions		# [[Onboarding Import: Editions\|Editions]]
	# Organizations		# [[Onboarding Import: Organizations\|Organizations]]
	# Contacts (people)		# [[Onboarding Import: Contacts\|Contacts (people)]]
	# Contracts		# [[Onboarding Import: Contracts\|Contracts]]

	=== Need Help? ===		=== Need Help? ===
	You can email us at any time for help with formatting your sheets. Share your work with us at any time in the process (by using the share function in Google Sheets, or emailing your Excel files) so we can ensure ~~you’re~~ going in the right direction.		You can [mailto:queries@pubgizmo.com email us] at any time for help with formatting your sheets. Share your work with us at any time in the process (by using the share function in Google Sheets, or emailing your Excel files) so we can ensure you're going in the right direction.

	== Rules for ~~All~~ All Sheets ==		== Rules for All Sheets ==

	# Maintain the column order		# Maintain the column order.
	# Fill each cell only relevant, specified data ~~only, i.e.,~~ ''do not add notes or unspecified ~~info~~ into any cell''~~; what~~ you ~~are putting~~ in the sheets is exactly what will end up in PubGizmo. If you have ~~any~~ questions or comments to add, [mailto:queries@pubgizmo.com email us].		# Fill each cell with only relevant, specified data — '''do not add notes or unspecified information into any cell'''. What you put in the sheets is exactly what will end up in PubGizmo. If you have questions or comments to add, [mailto:queries@pubgizmo.com email us].
	# ~~Try to use~~ date format YYYY-DD~~-MM~~ (Google Sheets/Excel may reformat these to match your ~~computer’s~~ format settings – this is okay)		# Use date format '''YYYY-MM-DD''' (Google Sheets/Excel may reformat these to match your computer's format settings — this is okay).
	# '''Be relentlessly consistent with spelling and capitalization.'''		# '''Be relentlessly consistent with spelling and capitalization.'''
	Because computers are literal, data used to match information ~~on different~~ sheets must exactly ~~match~~. For example, the Title column on the Editions sheet must perfectly match the title as it appears on the Titles sheet, or the import process will ~~throw~~ a ~~fit when it doesn't find an exact~~ match ~~for that title from the Titles sheet~~. You will see the words '''MATCH WARNING''' in the documentation for each sheet to indicate that the data you enter ~~here~~ must perfectly match the data entered on another sheet.
			Because computers are extremely literal, data used to match information across sheets must match exactly. For example, the '''Title''' column on the Editions sheet must perfectly match the title as it appears on the Titles sheet, or the import process will fail to find a match. You will see the words '''MATCH WARNING''' in the documentation for each sheet to indicate that the data you enter there must perfectly match the data entered on another sheet.

	== Adding Data in Future ==		== Adding Data in Future ==
	We recommend ~~that you import~~ all your existing data in one go, before you start using PubGizmo – it's easier, and will save you time down the road. But we recognize that isn't always possible or practical. You have a couple of options if you need to ~~urgently~~ get some data aboard to start producing royalty statements.		We recommend importing all your existing data in one go, before you start using PubGizmo — it's easier and will save you time down the road. But we recognize that isn't always possible or practical. You have a couple of options if you need to get some data aboard urgently to start producing royalty statements.

	=== Add Data in PubGizmo ===		=== Add Data in PubGizmo ===
	Nothing you enter in the sheets cannot be entered and edited manually inside PubGizmo. ~~In fact, once~~ you're aboard, and ~~you've started~~ using ~~PubGizmo~~, you'll populate it with new data directly, by adding and editing records. For example, when your press publishes a new title, you'll add it in the Titles module.		Nothing you enter in the sheets cannot also be entered and edited manually inside PubGizmo. Once you're aboard and using the system, you'll populate it with new data directly by adding and editing records. For example, when your press publishes a new title, you'll add it in the Titles module.

	=== Partial Import ===		=== Partial Import ===
	If you have bulk data to import~~, e.g., for expediency you did not get all~~ your ~~data into the~~ initial ~~Google Sheets/Excel import~~, you can create a new set of sheets and populate them per the current instructions (~~on this page;~~ make sure you use the latest ~~steps and import sheets~~, as ~~these~~ continuously ~~evolve~~) ~~as you did your initial sheets~~. Just let us know that you intend to do this, and send us a link to your Google Sheets as you go, or once the sheets are ready for import.		If you have bulk data to import that didn't make it into your initial sheets, you can create a new set of sheets and populate them per the current instructions (make sure you use the latest template, as it continuously evolves). Just let us know that you intend to do this, and send us a link to your Google Sheets as you go, or once the sheets are ready for import.

PubGizmoSysop at 22:35, 4 June 2026

2026-06-04T22:35:38Z

← Older revision		Revision as of 18:35, 4 June 2026
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	# Fill each cell only relevant, specified data only, i.e., ''do not add notes or unspecified info into any cell''; what you are putting in the sheets is exactly what will end up in PubGizmo. If you have any questions or comments to add, [mailto:queries@pubgizmo.com email us].		# Fill each cell only relevant, specified data only, i.e., ''do not add notes or unspecified info into any cell''; what you are putting in the sheets is exactly what will end up in PubGizmo. If you have any questions or comments to add, [mailto:queries@pubgizmo.com email us].
	# Try to use date format YYYY-DD-MM (Google Sheets/Excel may reformat these to match your computer’s format settings – this is okay)		# Try to use date format YYYY-DD-MM (Google Sheets/Excel may reformat these to match your computer’s format settings – this is okay)
	# '''Be relentlessly consistent with spelling and capitalization'''		# '''Be relentlessly consistent with spelling and capitalization.'''
	Because computers are literal, data used to match information on different sheets must exactly match. For example, the Title column on the Editions sheet must perfectly match the title as it appears on the Titles sheet, or the import process will throw a fit when it doesn't find an exact match for that title from the Titles sheet. You will see the words '''MATCH WARNING''' in the documentation for each sheet to indicate that the data you enter here must perfectly match the data entered on another sheet.		Because computers are literal, data used to match information on different sheets must exactly match. For example, the Title column on the Editions sheet must perfectly match the title as it appears on the Titles sheet, or the import process will throw a fit when it doesn't find an exact match for that title from the Titles sheet. You will see the words '''MATCH WARNING''' in the documentation for each sheet to indicate that the data you enter here must perfectly match the data entered on another sheet.

PubGizmoSysop at 22:28, 4 June 2026

2026-06-04T22:28:15Z

← Older revision		Revision as of 18:28, 4 June 2026
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	# Fill each cell only relevant, specified data only, i.e., ''do not add notes or unspecified info into any cell''; what you are putting in the sheets is exactly what will end up in PubGizmo. If you have any questions or comments to add, [mailto:queries@pubgizmo.com email us].		# Fill each cell only relevant, specified data only, i.e., ''do not add notes or unspecified info into any cell''; what you are putting in the sheets is exactly what will end up in PubGizmo. If you have any questions or comments to add, [mailto:queries@pubgizmo.com email us].
	# Try to use date format YYYY-DD-MM (Google Sheets/Excel may reformat these to match your computer’s format settings – this is okay)		# Try to use date format YYYY-DD-MM (Google Sheets/Excel may reformat these to match your computer’s format settings – this is okay)
	# '''Be relentlessly consistent with ~~all~~ spelling and capitalization'''		# '''Be relentlessly consistent with spelling and capitalization'''
	Because computers are literal, data used to match information on different sheets must exactly match. For example, the Title column on the Editions sheet must perfectly match the title as it appears on the Titles sheet, or the import process will throw a fit when it doesn't find an exact match for that title from the Titles sheet. You will see the words '''MATCH WARNING''' in the documentation for each sheet to indicate that the data you enter here must perfectly match the data entered on another sheet.		Because computers are literal, data used to match information on different sheets must exactly match. For example, the Title column on the Editions sheet must perfectly match the title as it appears on the Titles sheet, or the import process will throw a fit when it doesn't find an exact match for that title from the Titles sheet. You will see the words '''MATCH WARNING''' in the documentation for each sheet to indicate that the data you enter here must perfectly match the data entered on another sheet.

PubGizmoSysop: /* Get Your Data into Excel */

2025-08-28T19:28:17Z

Get Your Data into Excel

← Older revision		Revision as of 15:28, 28 August 2025
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	The first step towards experiencing the ease of using PubGizmo is probably the least fun: prepping for import your press’s data, including the titles, contacts (authors, translators, literary agents, etc.), editions, contracts, and optionally, previous sales numbers. While you could manually enter everything, importing will be faster, less work, and more accurate, especially if your dataset is large.		The first step towards experiencing the ease of using PubGizmo is probably the least fun: prepping for import your press’s data, including the titles, contacts (authors, translators, literary agents, etc.), editions, contracts, and optionally, previous sales numbers. While you could manually enter everything, importing will be faster, less work, and more accurate, especially if your dataset is large.

	== Get Your Data into ~~Excel~~ ==		== Get Your Data into Spreadsheets ==
	PubGizmo imports your data from spreadsheets, which you may already use to manage your data. Most software will export to Excel or tab- or comma-delimited formats, which we can also work from. We have templates to get you started organizing everything in the correct format and columns:		PubGizmo imports your data from spreadsheets, which you may already use to manage your data. Most software will export to Excel or tab- or comma-delimited formats, which we can also work from. We have templates to get you started organizing everything in the correct format and columns:

	# Google Sheets: we ~~much~~ prefer working in Google Sheets, because you can share them with us, and we can test import these. If there are minor issues, we make the edits on the sheets themselves, and try again. Less back-and-forth than option 2, emailing Excel sheets. Google Sheets are free. '''How to create a set of sheets to work from:''' [https://docs.google.com/spreadsheets/d/1jEE9ncPXJe22Bui67DiOHrn_2AALIxlofjMZjLZMrjs/edit?gid=781849022#gid=781849022 Open the template here], then go File > Make a Copy to create your own document on Google Drive to work from.		# Google Sheets: we prefer working directly in Google Sheets, because you can share them with us, and we can test import these. If there are minor issues, we make the edits on the sheets themselves, and try again. Less back-and-forth than option 2, emailing Excel sheets. Google Sheets are free. '''How to create a set of sheets to work from:''' [https://docs.google.com/spreadsheets/d/1jEE9ncPXJe22Bui67DiOHrn_2AALIxlofjMZjLZMrjs/edit?gid=781849022#gid=781849022 Open the template here], then go File > Make a Copy to create your own document on Google Drive to work from.
	# Microsoft Excel: you can also work directly in Excel, and email us the sheets. Use the link above to the Google Sheet, and when you have it open, select File > Download > Microsoft Excel (.xlxs). This will save a copy in your Downloads folder, which you can then open in Excel.		# Microsoft Excel: you can also work directly in Excel, and email us the sheets. Use the link above to the Google Sheet, and when you have it open, select File > Download > Microsoft Excel (.xlxs). This will save a copy in your Downloads folder, which you can then open in Excel.

Line 24:		Line 24:

	# Maintain the column order		# Maintain the column order
			# Fill each cell only relevant, specified data only, i.e., ''do not add notes or unspecified info into any cell''; what you are putting in the sheets is exactly what will end up in PubGizmo. If you have any questions or comments to add, [mailto:queries@pubgizmo.com email us].
	# Try to use date format YYYY-DD-MM (Google Sheets/Excel may reformat these to match your computer’s format settings – this is okay)		# Try to use date format YYYY-DD-MM (Google Sheets/Excel may reformat these to match your computer’s format settings – this is okay)
	# '''Be relentlessly consistent with all spelling and capitalization'''		# '''Be relentlessly consistent with all spelling and capitalization'''
	Because computers are literal, data used to match information on different sheets must exactly match. For example, the Title column on the Editions sheet must perfectly match the title as it appears on the Titles sheet. You will see the words '''MATCH WARNING''' in the documentation for each sheet to indicate that the data you enter here must perfectly match the data entered on another sheet.		Because computers are literal, data used to match information on different sheets must exactly match. For example, the Title column on the Editions sheet must perfectly match the title as it appears on the Titles sheet, or the import process will throw a fit when it doesn't find an exact match for that title from the Titles sheet. You will see the words '''MATCH WARNING''' in the documentation for each sheet to indicate that the data you enter here must perfectly match the data entered on another sheet.

	== Adding Data in Future ==		== Adding Data in Future ==

PubGizmoSysop at 19:20, 28 August 2025

2025-08-28T19:20:48Z

← Older revision		Revision as of 15:20, 28 August 2025
Line 28:		Line 28:
	Because computers are literal, data used to match information on different sheets must exactly match. For example, the Title column on the Editions sheet must perfectly match the title as it appears on the Titles sheet. You will see the words '''MATCH WARNING''' in the documentation for each sheet to indicate that the data you enter here must perfectly match the data entered on another sheet.		Because computers are literal, data used to match information on different sheets must exactly match. For example, the Title column on the Editions sheet must perfectly match the title as it appears on the Titles sheet. You will see the words '''MATCH WARNING''' in the documentation for each sheet to indicate that the data you enter here must perfectly match the data entered on another sheet.

	== ~~Partial Imports~~ ==		== Adding Data in Future ==
	We recommend that you import all your existing data in one go, before you start using PubGizmo – it's easier, and will save you time down the road. But we recognize that isn't always possible or practical. You have a couple of options if you need to urgently get some data aboard to start producing royalty statements.		We recommend that you import all your existing data in one go, before you start using PubGizmo – it's easier, and will save you time down the road. But we recognize that isn't always possible or practical. You have a couple of options if you need to urgently get some data aboard to start producing royalty statements.

	=== Add Data in PubGizmo ===		=== Add Data in PubGizmo ===
	Nothing you enter in the sheets cannot be entered and edited inside PubGizmo. In fact, once you're aboard, ~~all~~ new data ~~will be entered~~ in ~~PubGizmo~~.		Nothing you enter in the sheets cannot be entered and edited manually inside PubGizmo. In fact, once you're aboard, and you've started using PubGizmo, you'll populate it with new data directly, by adding and editing records. For example, when your press publishes a new title, you'll add it in the Titles module.

			=== Partial Import ===
			If you have bulk data to import, e.g., for expediency you did not get all your data into the initial Google Sheets/Excel import, you can create a new set of sheets and populate them per the current instructions (on this page; make sure you use the latest steps and import sheets, as these continuously evolve) as you did your initial sheets. Just let us know that you intend to do this, and send us a link to your Google Sheets as you go, or once the sheets are ready for import.

PubGizmoSysop at 23:27, 25 August 2025

2025-08-25T23:27:57Z

← Older revision		Revision as of 19:27, 25 August 2025
Line 23:		Line 23:
	== Rules for All All Sheets ==		== Rules for All All Sheets ==

	# ~~Please maintain~~ the column order.		# Maintain the column order
	# Try to use date format YYYY-DD-MM (Google Sheets/Excel may reformat these to match your computer’s format settings – this is okay).		# Try to use date format YYYY-DD-MM (Google Sheets/Excel may reformat these to match your computer’s format settings – this is okay)
	# '''Be relentlessly consistent with all spelling and capitalization.''' ~~You’ll see in the notes throughout sheet instructions where consistency is essential.~~		# '''Be relentlessly consistent with all spelling and capitalization'''
	# Because computers are literal, data used to match information on different sheets must exactly match. For example, the Title column on the Editions sheet must perfectly match the title as it appears on the Titles sheet. To match ~~correctly,~~ the ~~following column~~ data ~~must be consistent throughout:~~		Because computers are literal, data used to match information on different sheets must exactly match. For example, the Title column on the Editions sheet must perfectly match the title as it appears on the Titles sheet. You will see the words '''MATCH WARNING''' in the documentation for each sheet to indicate that the data you enter here must perfectly match the data entered on another sheet.

	~~Author Name~~		== Partial Imports ==
			We recommend that you import all your existing data in one go, before you start using PubGizmo – it's easier, and will save you time down the road. But we recognize that isn't always possible or practical. You have a couple of options if you need to urgently get some data aboard to start producing royalty statements.

	~~Title (only – do not include~~ the ~~Subtitle when matching)~~		=== Add Data in PubGizmo ===
			Nothing you enter in the sheets cannot be entered and edited inside PubGizmo. In fact, once you're aboard, all new data will be entered in PubGizmo.
	~~Organization Name~~

PubGizmoSysop: Created page with "The first step towards experiencing the ease of using PubGizmo is probably the least fun: prepping for import your press’s data, including the titles, contacts (authors, translators, literary agents, etc.), editions, contracts, and optionally, previous sales numbers. While you could manually enter everything, importing will be faster, less work, and more accurate, especially if your dataset is large. == Get Your Data into Excel == PubGizmo imports your data from sprea..."

2025-08-25T23:16:41Z

Created page with "The first step towards experiencing the ease of using PubGizmo is probably the least fun: prepping for import your press’s data, including the titles, contacts (authors, translators, literary agents, etc.), editions, contracts, and optionally, previous sales numbers. While you could manually enter everything, importing will be faster, less work, and more accurate, especially if your dataset is large. == Get Your Data into Excel == PubGizmo imports your data from sprea..."

New page

The first step towards experiencing the ease of using PubGizmo is probably the least fun: prepping for import your press’s data, including the titles, contacts (authors, translators, literary agents, etc.), editions, contracts, and optionally, previous sales numbers. While you could manually enter everything, importing will be faster, less work, and more accurate, especially if your dataset is large.

== Get Your Data into Excel ==
PubGizmo imports your data from spreadsheets, which you may already use to manage your data. Most software will export to Excel or tab- or comma-delimited formats, which we can also work from. We have templates to get you started organizing everything in the correct format and columns:

# Google Sheets: we much prefer working in Google Sheets, because you can share them with us, and we can test import these. If there are minor issues, we make the edits on the sheets themselves, and try again. Less back-and-forth than option 2, emailing Excel sheets. Google Sheets are free. '''How to create a set of sheets to work from:''' [https://docs.google.com/spreadsheets/d/1jEE9ncPXJe22Bui67DiOHrn_2AALIxlofjMZjLZMrjs/edit?gid=781849022#gid=781849022 Open the template here], then go File > Make a Copy to create your own document on Google Drive to work from.
# Microsoft Excel: you can also work directly in Excel, and email us the sheets. Use the link above to the Google Sheet, and when you have it open, select File > Download > Microsoft Excel (.xlxs). This will save a copy in your Downloads folder, which you can then open in Excel.

=== What Version Are You Using? ===
When you submit your sheets, please indicate the version. The set of sheets you create using the link above download today are '''Version 1.9'''.

== Prepare Five Google/Excel Sheets ==

# Titles
# Editions
# Organizations
# Contacts (people)
# Contracts

=== Need Help? ===
You can email us at any time for help with formatting your sheets. Share your work with us at any time in the process (by using the share function in Google Sheets, or emailing your Excel files) so we can ensure you’re going in the right direction.

== Rules for All All Sheets ==

# Please maintain the column order.
# Try to use date format YYYY-DD-MM (Google Sheets/Excel may reformat these to match your computer’s format settings – this is okay).
# '''Be relentlessly consistent with all spelling and capitalization.''' You’ll see in the notes throughout sheet instructions where consistency is essential.
# Because computers are literal, data used to match information on different sheets must exactly match. For example, the Title column on the Editions sheet must perfectly match the title as it appears on the Titles sheet. To match correctly, the following column data must be consistent throughout:

Author Name

Title (only – do not include the Subtitle when matching)

Organization Name