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 account
    Free plan is sufficient for most templates.
  • Google account
    Required for Sheets templates and live dashboards.
  • PDF reader
    For the walkthrough guide (we recommend Adobe Reader or browser PDF).
  • Optional: sample data
    Included in the ZIP — helps you verify formulas.

Step-by-step setup

  1. Download & unzip

    Click the ZIP download and extract the folder. You will find Notion JSON, Sheets file, PDF guide and sample CSV inside.

  2. 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.
  3. 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.

  4. 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.

  5. Customize & verify

    Replace sample data, set your currency and tax settings (if applicable), and verify key numbers on the dashboard match sample CSV results.

  6. 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.

Dashboard screenshot
Dashboard — key metrics and where to find the income summary.
Import step screenshot
Import screen — choose the JSON file provided inside the ZIP.
Sheets setup screenshot
Sheets — copy to drive and verify that the dashboard sheet shows sample data.
PDF snippet screenshot
PDF guide — step numbers and callouts match the steps above.

Download & extras

Walkthrough PDF

Printable annotated guide with numbered steps and direct links.

Download PDF
Sample data

CSV used to reproduce dashboard numbers in the guide.

Download CSV

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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