What is the Importer app?
This app was developed to make it easier and more practical for users to upload data into their pipes from an Excel (XLSX) file.
It can be used in many different scenarios, such as when migrating from another tool (exporting the data into a spreadsheet then importing it into Pipefy) or when your process demands frequent mass data inputs (the app lets you create a predefined template to make recurring imports even more practical).
What does the Importer app do?
The Importer creates cards in a pipe based on the rows of an Excel spreadsheet (XLSX format).
To make that possible, you need to match the columns in your spreadsheet to the fields in your pipe. After you do so, Pipefy will process the data and create the corresponding cards.
Important: The data being processed in the Importer won't be visible immediately in the pipe. After the import process is finished, you'll be notified and you'll need to refresh the page to see the cards.
How to enable and use the importer app?
Pipe admin users can enable the importer app by clicking in the settings gear icon in the upper right corner of the screen, then selecting the 'Apps' menu in the settings sidebar.
After clicking on the Importer option, simply click on the green 'Enable' button and the Importer app icon will be displayed in the left side of the pipe header, right next to the reports icon.
Click here for detailed instructions on how to import data and create cards into your pipe using the Importer App.
The Importer app is a pipe app, so it needs to be manually enabled in each of the pipes you'd like to use it in.