Data Import

This document provides a detailed guide on how to import data into existing worksheets of your application. Follow these steps to seamlessly upload and map your data for efficient use.

Step 1

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

Step 2

You will need to map the existing fields of the worksheet with your fields of your excel sheet. Once mapping is complete, click on "Import." Please note first row of your sheet will not be imported. you can keep field names in first row of your sheet for your reference.

Step 3

You can also import data when you are creating a worksheet for first time. In this case,first row will not be skipped. There is 'upload excel' tutorial on this topic. However, basic we are covering in this tutorial.

Step 4

Enter the name for the new worksheet as per your preference.

Step 5

Click on "Upload," browse for the sheet you wish to upload, select the sheet, and then click on "Create."

Step 6

Finally, click on "Import" to complete the process.