How do I import field values from Excel to Cflow?

You can import data into your workflow in Cflow via Excel Spreadsheet. Following are the scenarios where you will be in need of Excel Import.

  •  When you have historic data in an Excel Spreadsheet that you want to import into Cflow, you can use Excel Import.
  • When you are running out of time to fill out the workflow form but you have the data in an Excel Spreadsheet, you can use Excel Import.

Steps for setting up the Excel Import is given below:

In the Control Center, click on the import/export icon in the first stage of the process in a workflow.

excel import

 

To import the field values from Excel, turn on the Excel Import toggle. Turning on the Excel Import toggle enables the import icon in the stage inbox. In the Excel Import, click on Add and select the field from the dropdown. Click on save to add the field. Make sure that field names you have selected matches the order of columns in your Excel file. After adding the fields, click on the save icon at the bottom of the page. Turn on ‘Submit After Import’  to submit the request after the field values are imported in the form. This will process the rules and move the request to the next stage.

Spreadsheet import

 

Click on the import icon imp icon  in the stage inbox. Choose a file from your computer and click on Upload to import the field values from Excel to Cflow. The first row in the Excel file is considered as the header row and will be ignored.

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