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Adapt Apps Tips: Import Items via Excel
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Importing multiple items using Excel
Last updated :
5 min
Learn how to create multiple records at once by filling out and uploading an Excel spreadsheet. Simply select your form, download the template, and enter your data into the formatted columns. Once uploaded, your new items will be processed and created.
Importing multiple items using Excel
Watch the video guide or follow the steps below on how to import multiple items using Excel.
Navigate to the Create Page
Click on the “Create” button located in the top left-hand corner of the User Console.
Select Import from Excel from the dropdown
Hover over your desired form, click the three-dot menu icon on the right, and select Import from Excel.
Download template or use an existing template
Download the excel template of your current form. This will give you a spreadsheet with columns for all your form's fields. Toggle "Include existing data in template?" if you would like the Excel spreadsheet to contain all the data already collected for the form.
Edit the Excel spreadsheet template
Open the Excel file in your chosen editor. This spreadsheet will have columns of all the fields included in your form. To add an item, fill in the data underneath each column for your form. You can have as many rows as you like.
Upload Excel file
Once you have added all your data to the excel file, it is now ready to upload. You can select an identifier field to stop duplicate records being created. Upload your complete file to the import data from Excel file upload and select 'Begin Import'.
Check your progress
Use the refresh button to monitor the upload progress of your Excel import. Once all records have been process, the results will all show a complete.
