Import data in forms from Excel
Import data (form records) from Excel
Click here for the video tutorial
Please note that you have to design and publish your form before importing your data. For more detailed instructions on how to create a new form, you can view this video tutorial or read the "Configure form fields" article.
Data can be added to a form by:
- Adding records using the "+ Add Record" button,
- Importing data from an Excel file,
- Sharing a URL link to the form (e.g.: online survey)
- Through the mobile app.
This article explains how to import data using an Excel file, allowing users to import existing data and work offline.
A few steps are required to import data from Excel: 1) You must generate an Excel template via LogAlto, 2) populate it with data, 3) import the populated template, 4) and if required, fix any errors signaled by LogAlto and re-import the corrected version. But don't worry, all of these steps are detailed below!
- Generate a template
- Add data to the generated template
- Import the Excel file
- Review errors
Generate a template
To generate the template file:
- Click "Import".
- Click "Generate template".
- If the form contains a Location field, you will be asked to select which locations to show in the « Location » column of the Excel file.
- Click "Download".
Below is an example of a generated Excel template
Adding data to the generated template
Once you have generated and downloaded the template, you can open this Excel file and copy-paste data from your source file to the template file.
Since the import is an automated process, there are some important aspects to take into consideration to allow LogAlto to "understand" the data and import it successfully.
Advices per type of field:
|Yes-No||Accepted values: Yes, No...True, False... 1, 0|| False/No/0 will be imported as a "No"
Everything else will be imported as a "Yes"
|Lists|| Must match the available options in LogAlto.
For numbered lists, there can be the entire item's title OR the number.
|For instance, if you have Male and Female in your LogAlto form, but you have Man and Woman in your source form, the import will fail.|
|Multi-select Lists||Options must be separated with a semicolon ";"|| Correct: Apples;Oranges;Bananas
Incorrect: Apples, Oranges, Bananas
|Coordinates||Must be entered in the same column. (lat, long)|| If you have the latitude in one column and longitude in a separate column, they should be merged into one.
Our support staff is happy to help with it if needed.
|Locations||Must match the available options in LogAlto.||
|Dates|| Allowed formats:
YYYY-MM-DD and DD-MM-YYYY
| 2020-12-06 will be considered as December 6th
12-06-2020 will be considered as June 12th
|Display fields||Values for display fields should not contain “;”||Example "abc ; def" will produce an error (if it is a display field)|
Import the file
Once you have copy-pasted (or entered) the data, go to your form on LogAlto and:
- Click "Import".
- Click "Import template".
When the import is successful, LogAlto will display "Importation was successful'.
Click the "Refresh" icon to display the imported data.
When the import is not successful, LogAlto will display "Error while importing".
You will receive a notification letting you know if the import was successful or if there was errors that need to be corrected.
If the import is successful, you can click the notification to access the form with the newly imported data.
If there are errors, you can click the notification to download an Excel document where the errors will be highlighted. (see paragraph below).
If there are errors during the import, you can click the notification to download an Excel document where the errors will be highlighted.
After downloading the file, correct each highlighted cell and re-import the file in LogAlto.
In the excel document generated by the system with the errors, click on the tab called Review > Notes > Next note
This will show you where the error is