--- title: Registering Spreadsheet Template for Service Portfolio Import slug: helium-en/registering-spreadsheet-template-for-service-portfolio-import description: Learn how to optimize the creation of services and activities with this document. Generate easily referenced spreadsheets with hyperlinked fields, fill in correct lists, and streamline your service portfolio management. Step-by-step instructions for loadi createdAt: 2021-10-11T15:41:25.000Z --- The purpose of this functionality is to **optimize the creation of various services** and, consequently, **their activities within one or more service portfolios**. :::hint{type="info"} 🖊 **Note****: **When generating spreadsheets regardless of the format, the user will find hyperlinked fields. These fields retrieve the enumerated reference with the field description. In these cases, the user will use the enumerated one to fill the correct list. ::: ## Before getting started To load the service portfolio, it is necessary: - [x] To register previously the service type and service category. ## Procedure 1. Access the functionality through the main menu `System > Data Importing and Loading > Service Portfolio Load`; 2. To register a spreadsheet template to import, click on the "**Spreadsheet Template for Import**" tab; 3. The registration of spreadsheet for import is structured according to the step by step to create a portfolio of services with the steps Portfolio, Service, and Activity (Incident/Request); 4. To generate the spreadsheet template in "**.xls**", click on "**Generate Template .xls**"; 5. To generate the spreadsheet template in "**.xlsx**", click on "**Generate Template .xlsx**".