Adding Data Only

Introduction

Feature(s)

For a designed form, existing data can be directly imported into the form through Excel.

Application Scenario(s)

Add Data Only is used to import data in batches.

Who Imports

Where to Import

Admin

Manage Data

Member

Permission sets in a form

Preview

1. Import Excel files as an admin.

Go to Manage Data, and click Import to import data.

2. Import Excel files as a member.

Access a form, switch to the permission set, in which you are granted the importing permission, and click Import to import data.

Setting Procedure

Creating a Form

Create a regular form in an app. Here are the field names and types:

Field Name

Field Type

Field Properties

Company Name

Single Line

/

Contact Name

Single Line

/

Contact Email

Single Line

Set the format to Email

Customer Type

Single Select

Setting options:

  • Customer
  • Supplier
  • Partner

After all settings are completed, click Save and go to Manage Data.

Downloading Import Template

If you select Add Data Only as the import mode, download the standard template in Jodoo and enter data into the template before importing to ensure a successful data import.

Entering Data

Enter the data that needs to be imported in the downloaded standard template.

Importing Data

Import entered data:

1. Import data on the Manage Data page as an admin.

2. Import data from permission sets in a form as a member.

Notes

1. The file can contain no more than 50,000 rows * 500 columns if member fields are not included.

2. The file with member fields can contain no more than 10,000 rows. Subform records also count toward the total number of rows.

3. Only when there are two or more fields in a subform can the data including the subform data be imported.

4. Currently, fields that are not allowed to be imported include Divider, Select Data, Query Data, and Signature.

5. For details about importing data from special fields, see Importing Data of Special Fields.

6. Here are the importing rules for the Serial No. field:

Import Mode

Import Rule

Cannot import the serial number existed in the imported Excel file. The value of the Serial No. field will be generated automatically based on the rules you set.

Allowed to import the serial number existed in the imported Excel file.

Only allowed to import the serial number existed in the imported Excel file for the data to be updated. For the data to be created, you cannot do so.

Was this information helpful?
Yes
NoNo
Need more help? Contact support