👤 For company and pipe admins
🔐 Available on all plans
🎯 For those who want to establish deadlines and automate service requests
⏩ Content Summary:
There are two ways to import data into Pipefy databases:
Importer App: For data imported from spreadsheets
Pipefy’s API or Pipefy Connector for data imported from another software format
For either option, the first step is to create a database connection between the data and the pipe that will display it.
🔎 If you need a refresher course, check out this tutorial to learn how to connect pipes and databases.
The second step is to choose how you will import the data: the Importer App, API, or Pipefy Connector.
Importer App
You don't have to know how to code to use this feature. Enable the Importer app in your pipe, then upload the Excel file (.xlsx format).
This function is available to all plans
Who can use it: pipe members and pipe admins
Complete tutorial: How to enable and use the importer app
API
This feature requires some coding background. Use Pipefy's API to transfer information from external software and to automate tasks, such as updating multiple records.
Available to all plans
Who can use it: company admins
Additional instructions: How to use Pipefy's API
Pipefy Connector
This is a custom integration, so it requires some coding background. We use Workato to connect Pipefy to other software like Google Sheets or Salesforce.
This function is available to Enterprise and Unlimited plans only
Who can use it: anyone with Workato credentials
Complete tutorial: How to set triggers and actions for databases
Related Content:
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