What This Video Covers
This tutorial covers two methods for adding projects in Matidor: creating a single project by placing a pin directly on the map, and importing a full portfolio of projects from a spreadsheet. Both approaches are designed to minimize manual data entry and get your team up and running with accurate, location-aware project records as quickly as possible.
Who This Is For
This video is for new Matidor users setting up their first projects, operations managers importing an existing project portfolio from Excel or CSV, and anyone managing environmental, energy, or field service projects who needs to get locations and project details into the platform efficiently.
Step-by-Step Walkthrough
The first method shown is the map-based approach. You navigate to the main map, click to drop a pin at the project location, and fill in the project details form. Matidor supports multiple location formats including street addresses, GPS coordinates, UWI, LSD, and NTS grid references — making it practical for oil and gas, environmental, and municipal teams who work with different location standards.
The second method is the spreadsheet import flow. You upload an Excel file through the Import Projects panel, map your spreadsheet columns to the corresponding project fields, select the appropriate project template, and preview the data before confirming the import. Multiple projects are imported simultaneously, which is especially useful when onboarding an existing portfolio of dozens or hundreds of sites.
Key Takeaways
Whether you are adding a single new project from the map or migrating an entire project portfolio from a spreadsheet, Matidor provides a fast, accurate setup path. The platform's support for multiple location formats means your team does not need to reformat existing data before importing, and the preview step helps catch any field mapping issues before data goes live.