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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.