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There are two ways to import data from a spreadsheet or other software to a database inside of Pipefy:
Using the Importer App
Using an API
For both options, the first step is to create a database connection between the data and pipe that will display it.
The second step is to choose if you want to use the Importer App or an API.
The Importer App is a no-code solution to upload data into pipes and databases from an Excel (XLSX) file. You can get it by clicking on tools, then in Apps. Learn more about it in this article.
The API is a low-code feature. You can use it to transfer information from an external software to Pipefy, and also to automate tasks, such as automatically updating multiple records. Find instructions here about how to use our API.
To export data from your database in any Excel format, just click on the tool icon in the upper right corner, select Export Report and in a few moments your data will be automatically downloaded.