Import Templates

What are import templates?

Import Templates allow additional control of your imports when utilizing conditions and rules. Creating Import Templates can help regulate and expedite your importing process so you don’t have to match each column in your CSV to its appropriate fields in the data table. 

Adding Import Template

To create an Import Template, navigate to the Imports tab located on the top menu for your table and click the “Add New Import” button.

There are 2 required sets of configurations and 2 options. 

  1. Template Name (required) 
  2. Field Mapping (required)
  3. Conditions (optional)
  4. Rules

Let’s look at each section in depth. 

Name your template

Name your template anything you want that makes the most sense to you. When using this template on your app this will be the name you’ll see. 

Field Mapping

Here you need to align the columns in your spreadsheet with the fields in your data table. When importing without using an import template, this process has to be done each time - manually. The import template allows you to automate this column to field alignment.  

import-mapping.jpg

Please make sure the name in the “Mapping CSV” column matches exactly with the column heading your spreadsheet. When importing certain fields that can contain multiple values, you’ll be able to match each part of the data with the appropriate column in your spreadsheet. 

import-mapping-template.jpg

Note: Read-only fields can’t be imported. These are fields that are calculated in the database such as: Complex formulas, date formulas, auto increment, equations, text formulas, basic formulas. 

These fields below will each need to be in their own column for import to align the data correctly. 

Importing Name Fields

Put each section of the name in its own column.

  • Title
  • First Name
  • Middle Initial
  • Last Name

Only the options you have enabled in the field will be visible in the import template. 

Importing Address Fields

  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • County
  • Latitude 
  • Longitude

Only the options you have enabled in the field will be visible in the import template. 

Importing Date/Time Fields

When importing a date/time field you must break the date and time into 2 columns. 

  • Date
  • Time

    Importing Connected Records

    Connected records can be imported and any field from the parent table can be used to match the import. For example, if we're importing enrollments and each enrollment belongs to a student. We can connect each imported enrollment using any field from the students table. 

    Assuming the student_id and email are both unique for each student, we can import either using the email: 

    or we can import using the student_id: 

    To import multiple connections for each student, use the | (pipe) as a separator as you can see in the class column below. 

    Importing options fields

    To import into fields such as radio, select and checkbox, match option text with the imported text. If your radio field options are: 
    Active, Pending, Confirmed. Make sure your CSV column has one of those options. 

    Importing date fields

    When importing date fields you can choose the format to be used for dates being imported. Currently there are 3 options: 

    • MM/dd/yyyy
    • MMM dd, yyyy
    • dd/MM/yyy

    Importing time fields

    When importing time fields you can choose the format to be used for times being imported. Currently there are 2 options: 

    • "hh:mm: a" for example: "07:45 PM"
    • "HH:mm" for example: "19:45"

    Importing decision field

    Decision fields are looked at as a on/off or true false. To import into this field set the value to either 1 (on) or 0 or blank for off. 

    Non importable fields

    The following fields can't be imported: 

    • File
    • Image 
    • Signature
    • Text Formula
    • Basic Formula
    • Count
    • Sum
    • Min
    • Max
    • Average
    • Equation
    • Date Range
    • Auto Increment

    Import Conditions

    You can add conditions to only import values from the CSV when records match pre-defined criteria. Each record in the CSV will be evaluated based on the condition you define. If the condition is met, the record will be imported, otherwise it will be skipped. 

    When adding conditions you can add multiple conditions and evaluate if all or any condition should be matched. 

    Import Rules

    Import rules enables you to set the values of specific fields regardless of what values is in the CSV. 

    You can set values to:

    • Custom Value
    • Logged in user's field value

    Custom values

    This can be any value you define and will be applied to all records. 

    Logged in User's Field

    Values based on whoever is logged in. This only applicable when using the import template from the front-end of your application. See more about using import templates here. This is ideal to track who imported the records or any other field from the logged in user. 

    Using Import Templates

    Once your templates are created you can utilize your template from the builder or the app. 

    In Data Builder

    In the records tab of the data table, click on Import and set import type to “Template” then choose the import template you’ve created. Upload the file and you’re good to go. All the field mappings, rules and conditions you set when creating the template will be applied on this import. 

    In front-end of your app

    To enable your users to import from your app you must add the Import component onto your page. Please see the Import component details here. 

    Learn more about import component