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Import Form Entries from a CSV File

To import form entries from a CSV, form fields must have already been created.

How To: Add a Field to a Form

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How To: Import Form Fields from a CSV File

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How To: Import Fields from a PDF Field Import

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To import form entries from a CSV, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form you wish to import entries into. Select “Manage Entries”.

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This opens the Manage Entries for (FORM NAME) Page.

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Click the “Import Entries” button beneath the page header. This opens the Upload CSV for (FORM NAME) Modal.

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Click the “Download Template” link at the top of the modal and a CSV file will be downloaded to your personal device. Notes have been provided if you are using the downloadable template to Upload bulk CSV form entries. WIKI

LINK
Notes NOTESRegarding REGARDINGthe THEDownloadable DOWNLOADABLETemplate TEMPLATEfor FOR UPLOADINGUploading CSV FILESFiles

The first row of the CSV file is for each of the form fields. If you download a CSV Template from the Upload CSV Modal, two additional column headers will show that are not form fields: Entry ID and Modify Existing Entry.

If you are importing form entries and no entries have been added to the form yet, leave these columns blank in your upload.

If form entries already exist in the database, the Entry ID column will contain the unique system generated ID for each pre-existing database entry. Leave this column blank if the row is to be imported as a new entry. The second column, Modify Existing Entry, should have a “Y” input if the existing entry is being modified and an “N” input if it has not been modified. Leave this column blank if the entry is new.

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After creating your Forms Entries CSV file, save it as a CSV UTF-8 for importing. Click the “Choose File” button on the Upload CSV Modal and open the relevant file from your personal device.

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Confirm that the correct CSV file now shows in the Upload CSV Modal.

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Select the “Upload” button.

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The entries imported from the CSV file will now show on the Upload CSV for (FORM NAME) Page.

The system automatically indicates to ignore the first row. Click “Import Now” if there are no errors.

A summary of the import will now show on the CSV Upload Page.

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Click the “Entries for (FORM NAME)” link to see all imported entries on the Manage Entries Page.

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