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What is the Importer app?
This app was developed to make it easier and more practical for users to upload data into their Pipes and Databases 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). It works the same way to create registers in a database, to do that, you just need to have the database that you wish to update connected to the pipe that you are using the Importer.
To make that possible, you need to match the columns in your spreadsheet to the fields in your pipe/database. After you do so, Pipefy will process the data and create the corresponding cards/registers.
Important: The data being processed in the Importer won't be visible immediately in Pipefy. After the import process is finished, you'll be notified and you'll need to refresh the page to see the cards and/or registers.
How to enable and use the importer app?
Only users that have pipe admin permission can enable the importer app. They can do it by clicking in the tools 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 'enable' button and the Importer app icon will be displayed in the left side of the pipe header.
Click here for detailed instructions on how to import data and create cards or registers into your pipe or database using the Importer app.
Attention! 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. When you want to use it for Databases, remember to create the connection between the Pipe and the Database so that it works properly.
🔔 When filling out a spreadsheet to set the data importation, keep in mind the following items to make sure that the import is successful:
- Fields besides currency, date or time need to be formatted as text, avoiding errors in the importation process.
- The imported information refers exclusively to the first tab in the spreadsheet (and not the other tabs).
- The import is related to data so avoid using advanced features, such as filters, references between cells, columns and rows, and merging rows and columns.
- If the import fills in fields in other phases, ensure that the fields are configured with the ‘editable in other phases’ option.
- The connection fields must be filled in with a register/card ID and formatted as text.
- The user who uses the Importer App must be a member of the imported table/pipe or they must be enabled as public.
- Do not skip the first row of the Excel / Spreadsheet or add formulas in the fields to avoid misconfiguration.
- Ensure that the fields with the options for labels, checklists, and dropdowns are written correctly, including special characters, spaces, and upper and lower case letters.
- Telephone numbers must have a single apostrophe followed by the country code. For example, ‘+55. The apostrophe is used to indicate that + is not starting a formula.
- Values of numeric and mandatory fields do not accept zero as a valid entry.
- Multiple choice fields must be separated by commas but without spaces between commas. For example: option1, option2, option3.
- The importer does not consider a mandatory field that is hidden by conditional.