Build a client portal from your existing spreadsheet
Upload your client tracking spreadsheet. Describe the portal you need. Each client logs in and sees only their own data — published in minutes.
No credit card required · Published in minutes
Also works with CSV exports
How it works
Three steps. No technical knowledge required.
Describe the portal you need
Tell Exepad what your clients should see — projects, invoices, documents, status updates, deliverables. Mention what stays internal and what each client gets to view.
Attach your spreadsheet
Upload your client tracking file. Exepad reads every column, identifies the client identifier, and uses it to scope each client's portal view automatically.
Publish in minutes
Your portal is generated, live, and ready to share. Invite clients via email — they log in and see only their own data.
Not a shared document.
A real client portal.
Your spreadsheet is the starting point. The result is a professional portal where each client has their own private, personalised view.
Per-client data isolation
Row-level security ensures each client only sees their own records — projects, invoices, documents, statuses. Built into the database itself.
Branded login and dashboard
Your domain, your logo, your colours. Each client logs in to a personalised dashboard with their information front and centre.
Email notifications and updates
Automatic email alerts when a client's record changes — status updates, new documents, completed milestones. No manual outreach.
Internal admin view
You see everything; clients see only their own. Switch between the admin overview (all clients) and per-client previews from one place.
Engagement analytics
See which clients log in, what they view, and how often. Identify clients who haven't logged in recently — built-in.
Works on every device
Clients access their portal from desktop, tablet, or phone. Responsive layouts replace the old 'open the attachment in Excel' workflow.
Built for client tracking spreadsheets
Exepad understands the structure of your spreadsheet — and how it maps to per-client views.
Client identifier detection
Exepad finds the column that identifies the client (name, email, account number) and uses it to scope each client's view automatically. No manual setup.
Status and milestone columns
Status, stage, milestone, and progress columns become visual indicators in the portal — progress bars, badges, and timelines.
Date and deadline columns
Date columns become deadlines, schedules, and timelines — visible to the client on their dashboard, not buried in a spreadsheet.
Multiple sheets become linked content
Sheets for clients, projects, invoices, and documents become linked sections inside each client's portal view — relationships detected automatically.
Shared spreadsheet vs. Exepad portal
A shared spreadsheet exposes everything to everyone. A portal gives each client a private, professional space — built from the same source data.
Everything a shared spreadsheet can't do
A shared spreadsheet shows everything to everyone. A portal shows each client only their own data — and gives you the control you need as the admin.
From client tracker to client portal
in one sitting
Your spreadsheet already has the clients and the data. Exepad turns that into a professional portal — not a shared link.
Each row becomes a client view
Every row in your spreadsheet becomes a personalised dashboard for that client. They log in and see only their own information.
Columns become portal fields
Each column becomes a labelled field in the client's view. You decide which columns are visible to clients and which stay internal.
Sheets become linked sections
Multiple sheets — clients, projects, invoices, documents — become linked sections inside each client's view, with relationships detected automatically.
Frequently asked — Spreadsheet to Portal
Ready to build?
Upload your spreadsheet. Describe the portal. Give your clients a professional experience.