Data Imports allows end-users to easily import data from an Excel sheet into another app or service. No coding or Workflow design is required to use this feature.
1. Creating a Template
Data Imports in the menu, choose
Create a Template.
Select the app or service you'd like to import into
Select the template you would like to use (type part of the name to filter the list quickly)
If any of the template fields are tables, a
Change field selectionand remove any fields you don't want to include
A spreadsheet template will be generated
2. Prepare your Data
Using the spreadsheet that was generated in the step above, populate it with the data that you'd like to import. Here are some options for doing that:
Hand-capture the data if you're just using Data Imports as a fast form of data entry
Copy and Paste from your source spreadsheet into the Data Imports template
Record an Excel Macro that manipulates your source spreadsheet to the layout shown in the template
3. Set up a Connection to your App or Service
Connectionsoption in the main menu and Add a new Connection (
+button at the bottom of the screen
Provide a name for the Connection
Click to selectoption under the
Nodelabel, filter for the app or service you want to connect to, then select it
Provide the relevant Connection details - typically a username and password or API key
If you are connecting to an on-premise app or service (i.e. one that is installed on your own server), you will need to use a DropPoint to enable Flowgear to access it.
If you are unsure of the details to provide, check the help article for the Node (click the
?button at the bottom of the screen).
Click the Play button to test the Connection
Click the Save button to save the Connection
4. Import your Data
Data Importsoption in the menu, choose
Import a Template
Select one of the Connections you set up in the step 3
Upload the spreadsheet containing the data you prepared in step 2
Review the results (presented on-screen and as a downloadable spreadsheet)
If you are presented with an error message, correct the error in the data and try again