Using a Quick Import Template

In this post, I will be showing you how to use a CSV import file to create a group of records quickly instead of having to create them one by one, this is useful in situations where you want to make create a set of records that are partially filled in and it's up to others to fill them in. For example, a checklist or a group of questions you might what to import for someone to answer and it would be quicker to import them rather than add them singularly.

The first thing to do is to export a record to CSV from the app you want to import the records to, once you have downloaded the export you then need to remove the fields that you won't be entering data into. Once you are left with the fields you want you can then remove the ID field and save this as your template for future imports. When you have your template ready you can enter in the data to the fields left, save and then import this into the app. Then you should have a set of partially blank records ready to be filled out.

Tip - Another way to get the blank CSV document you need would be to make it as a report in your app so you just need to export the CSV file with report fields only.