Estimated reading time: 6 minutes
First, you'll have to enable the Importer App. You have to do it on each pipe you want to import data into.
Once you enable it, the Importer App will appear in your pipe's header. Click on this new button to start using this feature.
Once you do it, you'll see this pop-up:
There, you can import data into:
This pipe: import new cards to the current pipe you are in;
After choosing, you will see 3 more options:
Select this option to create an import from scratch. You'll need to match the fields in the pipe/database to the columns in the XLSX file before importing the data and creating the cards/registers.
Select this option to import a new spreadsheet using a previously mapped import.
Once you do your first import, you can save it as a template to use again if you need to do recurring imports to your pipe/database.
Click here to view a history of all the previous imports in this pipe and connected databases.
Import from scratch
To import data from scratch, you can either:
Drag and drop an XLSX file into the Importer
Or, click on it to select a spreadsheet.
After uploading a spreadsheet, you'll need to match the data in your file's columns to the fields in your pipe or database. It's possible to match information to a pipe's fields and phases, or to a database's form fields.
You can import data into any field in your pipe. You can also skip columns if you don't want to import data into any field.
📌 Ensure your spreadsheet doesn't contain any blank fields between columns (otherwise, the importing will present errors). Your spreadsheet must not contain any filters applied to the cells or any type of merged cells.
It's not possible to upload due dates, assignees, or labels unless you've created those fields in your pipe.
Once the matching is done, click the button at the upper right corner and that's it: the import will then be processed.
Please, wait a few minutes before checking it on your pipe or database. Pipefy can only import data into one pipe at a time.
New cards will not appear while importing. For that, refresh the page.
If you're done importing, you can close this window and wait for the confirmation email.
If the App wasn't able to import all cards or registers successfully, you can check which rows weren't imported, and what's the reason.
You also have the option of saving the import setup if you wish to use it again in the future.
Cards created via Importer App will not trigger Webhooks that are listening for the "card.create" or "card.field_update" events for cards created through the import process, to avoid doing a DDoS to the service.
Cards created via the Importer App will trigger Email templates configured for the first phase and trigger Automations set with "When a card is created" for cards created through the import process.