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In the Desktop Client, click File > Excel Import.
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The commands available on the File > Excel Import submenu depend on your role assignment and user permissions within a project.
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The templates available for you to use during the import depends on your role assignment and user permissions within a project.
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Click next to the Excel file box, then click the Excel file to import.
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Click next to the Template box, then click the template to use for import.
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Provide additional information for the new document. Asterisks (*) indicate required information.
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Select the Import Document option to include the Excel file in the import.
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Select the Add objects to New Items window option to place objects in the New Items window in the Desktop Client.
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Click Next.
When import is complete, a summary report window appears detailing the name of the import and the number of objects created.
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Click Finish.
In the New Items window, the import creates the document and the objects.