Import

The import system will help you migrate any existing records to Fusioo.

If you have a Comma Separated Value (CSV) file, you might want to check how to convert it to an Excel file here.

Import – Step by step

  1. Navigate to the Import page and select the App where you want to import your records. An Excel file template will be available to download.

    Excel file template
  2. You need to enter the records you wish to import. Make sure you are entering the correct information for each Field.

  3. Once you’re done, save your Excel file and upload it to Fusioo (in the import file drop zone).

  4. If the Excel column headers match the App Field names, then Fusioo will automatically build the mappings. Double check the Field mappings and click Next to start the import.

  5. Import the records into Fusioo.

Update existing records with an import

You can avoid importing duplicate records in your App by updating existing records. You can do this by choosing a "match by" Field. Values are matched case sensitively.

For example, when matching by the Title Field, if a record exists with that exact Title, Fusioo will update that record. If it doesn't already exist, it will create a new record.

If a row in your import file matches multiple records in Fusioo, all of the matched records will be updated.

If you choose the Create records anyway option, existing matched records will not be updated and duplicates will be created instead.

Note:

For Fields to be available in the "match rows by" dropdown, you first need to map them with columns in your import file.

Not all Fields can be used to match records. These are the ones you can use:

What are the accepted values for each Field type?

Tick Box

The accepted values for a Tick Box Field include any of the following:

  • 1
  • 0
  • Yes
  • No
  • True
  • False

Date

The format accepted depends on the Field's Date Type

  • Date: Accepts either values in an Excel date column or a text column with the following format: dd/mm/yyyy
  • Date and Time: Accepts either values in an Excel date column or a text column with the following format: dd/mm/yyyy hh:mm
  • Date Range: Accepts a text column in the following format: dd/mm/yyyy hh:mm|dd/mm/yyyy hh:mm. The first date represents the date 'from' and the second date represents the date 'to'.

Web URL

Accepts web URLs that are prefixed with any of the following application protocols:

  • http://
  • https://
  • ftp://

Select

Accepts any of the custom list items for the specific App Field. To find the supported list items go to the Fields Page of the App in context.

If the Select Field accepts multiple list items, you could separate the list items by using the pipe character ("|").

E.g: "Completed|Approved"

Link to User

If the Link to User in context allows entries with multiple users, you could separate users by using the pipe character ("|").

E.g: "John Doe|Jane Doe"

Link to Role

If the Link to Role in context allows entries with multiple roles, you could separate roles by using the pipe character ("|").

E.g: "Software Developer|Marketing Manager"

App Relationship

When referencing records found within other Apps, you can only reference values of existing records. If you need to connect the inserted deliverables (as shown in the example) to their respected projects, just insert the Name of the project under the Project column. You could match a project using different Fields, just select the Fields from the available "Match by:" drop down (as shown below).

If we find multiple project matches with the same Name, we will automatically connect the deliverable to the matched projects.

You can use the pipe character ("|") to separate the records you wish to connect the record to.

E.g: "Project A|Project B"

Formula

You cannot import values for Formula Fields. Values will be automatically computed for each record.

Remarks

  • Each Excel file cannot contain more than 3000 records (rows).
  • We support both ".xls" and ".xlsx" files.
  • File Fields are not supported for imports
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