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Import Excel or CSV file to add and update data
Import Excel or CSV file to add and update data

Import/update data in Yeeflow using Excel or CSV files by mapping columns to fields and configuring settings for efficient management.

Updated over a week ago

You can add new items to an existing data list in your application - or update data with existing items - directly from an Excel or a CSV file. To import data, you need to have the editor permissions or higher in the application you are working in.

Before you start

Before you start an import, learn how to set up your import file to confirm you meet the requirements for your import type.

Then, from the data list that you want to import data, click more settings button (near right top), and from the pop-up menu list, select "Import":

Import new items to data list

From the data import page, click "Start an import" button from the top-right:

In the next page, upload your Excel or CSV files by dragging the file into the file uploading area, or click the "Choose a file" link.

You can click the "Download a template with headers only" link to download the excel template, and fill in data properly.

When download the template, Yeeflow will allow you to choose which fields you want to be included, and the orders of fields.

When prepare your data, please make sure the data format for each field matches the field type you defined in the data list. For example: to import a user field, you need to put the valid email address of users existed in Yeeflow. For dropdown field, you need to put the valid options of this field.

Once you get your import file ready, click the "Next" button from the right bottom to navigate to the next step.

Configure settings and field mappings

From the "Select fields" page, Yeeflow will try to automatically map the Excel columns and the fields of the target data list.

If there are columns in the excel cannot be matched automatically, you can click the dropdown of the List Field, and maunally select the proper field. Or, you can click the checkbox at the bottom to ignore this column from importing.

Click the "Next" button from the right bottom to navigate to the next page.

In the last page, tnter an Import Name to define this export log; Select the Time zone/Date format if any date/datetime/time object matched. And the import will directly convert the date/datetime/time in the file to the time zone displayed in Yeeflow system settings;

Then click "Finish import" button. It will take some times to complete. You may close/refresh this windows if it takes too long time.

Check import history log

From the import page, you can find the latest status of your current import, or check logs of previous import operations.

If there are error occurred, you can find the error log by clicking the more actions button:

You can find the detail error message for those failed records. Correct those information, and try to import those records again.

Import to update existing items

With the data importing function, you can also update the existing items. To update the existing items, The ID field need to be included in your import file. This ID field will include the Item ID of each item as the unique key.

To find the value of item ID, you can:

1. Make the ID field shows in your data list, or on your custom list form:

2. Export those items into an excel file, and include the ID field in your export file.

Then you can include other fields which you want to make updates in your import file. When import this excel file, Yeeflow will check with the ID field to mapping those data items, if:

  1. Find the related record in the data list, it will execute the update operation.

  2. Cannot find the related record in the data list, it will NOT import this item, but raise an error in the error log.

  3. If the ID cell is empty, then it will add a new item in the data list.

All the rest of the importing steps are the same.

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