Walkthroughs — Step-by-step guides & assets
Clear, screenshot-led walkthroughs to help you import, set up and customise our Notion kits, Google Sheets templates and PDF packs.
Each walkthrough includes: a quick-start checklist, required assets, annotated screenshots, and troubleshooting tips. Use the Quick Links to jump to the section you need.
Prerequisites
- Notion accountFree plan is sufficient for most templates.
- Google accountRequired for Sheets templates and live dashboards.
- PDF readerFor the walkthrough guide (we recommend Adobe Reader or browser PDF).
- Optional: sample dataIncluded in the ZIP — helps you verify formulas.
Step-by-step setup
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Download & unzip
Click the ZIP download and extract the folder. You will find Notion JSON, Sheets file, PDF guide and sample CSV inside.
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Import Notion workspace
Open Notion → Settings & Members → Import → Choose the provided JSON. Import will create pages and databases inside your workspace.
// Tip: duplicate the imported workspace into your personal workspace for safekeeping.
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Open Google Sheets
Open the provided .xlsx, make a copy to your Google Drive (File → Make a copy). Check that formulas are intact and permits are set correctly.
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Connect integrations (optional)
If the template supports Zapier/Integromat, follow the API key and webhook steps in the PDF. For Sheets, enable sharing to the email addresses noted in the guide.
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Customize & verify
Replace sample data, set your currency and tax settings (if applicable), and verify key numbers on the dashboard match sample CSV results.
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Troubleshooting
If imports fail or formulas break, check the PDF Troubleshooting section for common fixes. If still stuck, open a support request with screenshots and your order ID.
Annotated screenshots
Click any screenshot to view full size.




Download & extras
Changelog
- v1.2 — Aug 2025: Fixed formula edge-case for multi-currency & added new dashboard widgets.
- v1.1 — May 2025: Improved Notion import stability and clarified step 3 in PDF.
- v1.0 — Jan 2025: Initial release.
Walkthrough FAQ
Import failed — what now?
Ensure you're logged into Notion and have sufficient workspace permissions. Try again or use the PDF troubleshooting section. If still failing, send us your screenshot and order ID via support.
Formulas show #REF or #N/A
Open the sample data sheet to confirm sheet names and ranges. If values are missing, upload the sample CSV to the correct sheet and refresh the dashboard.
Need help?
If you’re stuck, please include your order ID, a brief description, and screenshots where possible.
Phone: +91 92345 25942
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