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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.

📌 Check out this quick tutorial to learn how to connect pipes and databases.

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.

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.

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