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There are three ways to import data into Pipefy databases:

  • Importer App: For data imported from spreadsheets

  • API: For data imported from external software

  • Pipefy Connector: For data imported from connected software

For all options, the first step is to create a database connection between the data and the pipe that will display it.

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).

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.

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.

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