How to import your existing business plan document?

Looking to upload your business plan instead of starting from scratch? With our  Import Document feature, you can quickly upload your existing business plan file and turn it into a structured, editable format within the platform.

This tool is ideal for anyone who already has a business plan written in a DOC or DOCX format and wants to continue refining it on a smarter platform. Rather than copying and pasting every section, this feature allows you to import the full business plan in just a few clicks.

Whether you're wondering how to upload a business plan or need to reuse one you've already written, this guide walks you through the simple steps to import your plan and edit it directly.

Understanding Document Formatting When Importing into Upmetrics

When you import an existing business plan document into Upmetrics, the platform recognizes your document's structure according to specific formatting rules to maintain its organization. Here's how your document's formatting will be applied in Upmetrics:

Text Organization in Upmetrics:

Upmetrics recognizes only H1, H2, and H3 headings from imported DOC.

• Any text immediately after H3 in the original document is categorized under that H3 subsection in Upmetrics.
• In the original document, if there is no H3 and all text is after any elements, this text will be treated as a normal text section in Upmetrics.

WARNING: High graphics of your existing business plan can lead to formatting issues in a newly generated plan. We recommend taking matters into your own hands and managing the formatting parts manually.

Steps to Import an Existing Business Plan:

1

Start by logging into your account. Complete the initial workspace setup if it's not yet done.

2

Once your workspace setup is finished, head over to the Business Plan builder.

Clicking on this will redirect you to the template selection page. Here, look for and select the  Import from Document option.

NOTE: To import an existing business plan DOC, please reset your current plan if it’s already been created.

3

After selecting the  Import Document option, you’ll see an option to upload your document. Click on the upload field and choose the document you want to import.

NOTE: Your document must be in DOC or DOCX format to be compatible, and make sure it’s no larger than 10 MB.

4

Once your file is selected, you'll be able to see the document you've chosen. Now, click on the  Import Your Plan option.

5

The system will then begin to analyze your document and start generating your business plan based on the content provided in your document.

6

Once the upload process is complete, you will be redirected to the Business Plan Builder Page, where you can see your business plan generated from the uploaded document.