Import Submitted Forms

You can Import Submitted Form data from your local computer using a simple spreadsheet file.

The CSV text file format is a universally accepted way to move data between systems, and since most spreadsheet and database programs can import/export CSV text files, it is an ideal way to exchange data.

   
 

Select Formatted Text File to Upload

CSV File: Browse and select the CSV file from your local computer that contains the Submitted Form data you wish to import.

If you are creating a CSV file from a spreadsheet file, each column in the FIRST row of the spreadsheet must match a Field Name from the Custom Form.  Once a field match is found, the same column for all additional rows will be imported into the database for that Field.  This matching of fields continues for all columns in the first row. When complete, a new Submitted Form that will be created for each additional row of data found.

If you are importing data for a field that can contain multiple answers (i.e. pick list with multiple selection or check box), you can include multiple answers by separating them with a comma (e.g. Apple, Banana, Pear).

NOTE: The columns can be in any order. If you are saving a CSV file on a Mac, you might need to select the "Windows CSV" format in Excel.
 

Select the Custom Form

Custom Form: Select the Custom Form that contains the Form Definition (fields) that will be imported.

 

File Upload Fields

If the Custom Form has a file upload field, then you might want to connect the Submitted Forms to Files. First, upload all of the necessary files via the Files tab. You may upload a ZIP file in order to upload many files at once. Next, enter the file name, for each file that has already been uploaded, in the file upload field column in the CSV file. When files are uploaded into the system underscores are inserted for spaces in the file name, so make sure the file names in the CSV file are correct.

Please be aware that a Submitted Form may not be connected to a Design File or a File that is already an Attachment. Also, you must have edit access to the File's Folder in order to connect it to a Submitted Form.

Limitations when importing Submitted Forms

There are two methods for collecting Submitted Form data.  The most common is to capture a Submitted Form each time a Custom Form Page is submitted through the website. The other method is to import the Submitted Form data from a file.

There are some limitations when importing Submitted Forms: