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Data Import

This document will teach you to import data into existing worksheets of your application. Follow these steps to seamlessly upload and map your data for efficient use.

Import Data​

If you are on an existing worksheet, tap the drop-down menu. Select "Import Data". Browse for the file you wish to upload, select it, and then upload it.

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Map Fields​

Before beginning, map the worksheet's existing fields with your Excel sheet's fields. Once the mapping is complete, click "Import." Please note the first row of your sheet will not be imported. You can keep field names in the first row of your sheet for your reference.

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Initial Import​

You can also import data when creating a worksheet for the first time. In this case, the first row is not skipped.
Note: There is an 'Upload Excel' tutorial on this topic. However, we are covering the basics in this tutorial.

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Name Worksheet​

Enter the name of the new worksheet.

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Upload & Create​

Click "Upload," Select the sheet, and click "Create."

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Complete Import​

Finally, tap "Import" to complete the process.

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