Fusionmint Help Center

Excel Import option present in the workspace is to facilitate the import of data from Excel Spreadsheet to your Applications. This makes it easier for you to add data to the apps in few clicks. 

To start with doing Excel Import, follow the steps below :

1. Go to the Workspace and select Excel Import.

2. To import the Excel document three options will be available i.e. Import from Desktop, Import from Google Drive, Import from Dropbox. Select the option appropriate for you.

3. Click on upload button to upload the Excel spreadsheet.To select the document it gives you option to browse the document from the Computer, Google, Dropbox (Google and Dropbox account has be configured to Fusionmint account prior to import. For more information on import from Google Drive and Dropbox, click here). The Columns of the spreadsheet get listed on the right of the page in Excel/CSV Column.

4. From the Select Application drop down select the Application for which you are importing data from excel spreadsheet.

5. Start mapping the excel columns to the application fields by dragging and dropping the excel columns to corresponding mapping column. All the   application fields and the excel column fields should match, otherwise there will be data mismatch in the items.

6. Click Save. Do not forget to configure the Date and the Money field if you have any. Select the date format same as you have in excel and select currency for the money field.

7. The status column on the page gives you update about the excel spreadsheet that whether the import is complete or still running. Once the import is complete you can go to Application Tab and select Application to view the imported items.

Supported Fields and their Configuration while doing Excel Import :

S No.	Field Name	Configuration/ Values acceptable from excel sheet
1	Text	Text  field has got a unique key constraint and marking a text field as unique avoids  duplicated items to get imported instead it updates the existing same items. In the Excel sheet the text field having alphabets and numbers.
2	Rich Text (HTML)	This field accepts alphabets, numbers and special characters.
3	Number	For  number field only numbers are acceptable, no special characters and alphabets are allowed. Number field allows decimal up to 4 places that can only be seen when precision is selected in the field setup of number field.
4	Duration	Only long values are accepted for Duration field. For Example :140275869. If the long value is not entered the duration will get ignored.
5	Checkbox	For the checkbox being checked, the following values are accepted "t","y,"yes"  and they are not case sensitive.
6	Date	There are some formats available for the date field in the setting column's drop down but these formats may not match your criteria, type in your format that matches the date of excel sheet and press enter, the format will get added in the drop down. Formatting of date is required,  otherwise date will get ignored. Date range separators that can be used are  dash " - "  and Tilde " ~ " .
7	Status	Multiple values should be separated by commas. The multiple values of the excel will only get  displayed when Multiple checkbox is selected in the field setup of the status field.
8	Money	If you have Money field, do not forget to select the currency type from the setting column's  drop down. If the currency type  is not selected the money field will not get ignored.
9	Address	This field accepts alphabets, numbers and special characters.
10	Link	Multiple values should be separated by commas.
11	Email	Multiple values should be separated by commas.
12	Phone	Multiple values should be separated by commas.
13	Progress	The progress field can have numbers ranging between 0 - 100.If progress more than 100 is entered, it will be ignored.
14	Reference	The reference field is for referring some other app. The unique key constraint is present for the  text field of reference app as well and lets you update the item data if same key is present, if  the key is not same new item gets created. The items of the referenced app  does not get  deleted but can only be added and updated.

Import Options :

Ignore existing is an import option and can be used only when you have a unique key option checked for any of your text fields. The ignore existing option along with the unique key ignores the existing values if imported and existing values are similar.

Cases	Results
Case 1 : When Ignore Existing is Checked and Unique Key is Checked	If the data in the Excel sheet and the Existing data has same values in the fields marked as unique, import of such data will get ignored.
Case 2 : When Ignore Existing is Unchecked and Unique Key is Checked	If the data in the Excel sheet and the Existing data has same values in the fields marked as unique, the data will get updated (if not similar in some of the fields) and will not be ignored.
Case 3 : When Ignore Existing is Checked, main app's Unique Key is Checked and Referenced apps Unique Key is Checked	If the data in the Excel sheet and the Existing data has same values in the fields marked as unique in main app and in the referenced app, import of such data will get ignored.
Case 4 : When Ignore Existing is Unchecked main app's Unique Key is Checked and Referenced apps Unique key is Checked	If the data in the Excel sheet and the Existing data has same values in the fields marked as unique in main app and in the referenced app, the data will get updated (if not similar in some of the fields) and will not be ignored.

Using Unique Key to avoid duplicate items :

To avoid importing duplicate items to your apps make use of unique key feature available for text fields. If you mark the text field as unique, the item with the same text in the existing and the importing item will get updated and for the item with different text a new item will get created. If the unique key feature is not checked for the text field, the duplicate items will be imported.

Points to keep in mind while doing an Excel Import : 

1. The First line of the Excel sheet behaves as the Labels of the fields.

2. Ensure that the data you want to import is in the first sheet of your Excel Spreadsheet.

3. The supported import document formats are xlxs, xls and csv.

4. In Case of date field, unless you select the format of the date similar to what you have in excel, the date field will be ignored and will not get displayed. Also in an excel sheet two different columns can have different formats but a column should have only one date format otherwise the date not matching the date format will be ignored.

5. In Case of money field unless you select the currency type, the field will be ignored and will not get displayed.

6. Excel spreadsheets with 10,000 rows can be imported at a time. For the excel spreadsheets larger than this split the sheet into multiple and import them separately.

7. None of the imported data can be replaced by null. The existing data can only be replaced by the new data.

8. If no data found in the excel for the required fields of the app the corresponding row of excel sheet will be discarded and will not get imported.

Fields which are not supported in Excel Import are :

1. Image

2. Video

3. Checklist

4. User