Importing Records to a Form
The following section describes the steps for importing Records to a Form.
You might have multiple Records already available on a spreadsheet outside ActivityInfo. You don't have to add all these Records manually. Instead, you can batch import these Records from the spreadsheet to ActivityInfo.
The supported spreadsheet formats on ActivityInfo are:
- Open office
- Libre office
How to Import Records
- Records are imported per Form. So first you need to design the Form on ActivityInfo or navigate to the Form you are invited to add Records to.
- On the spreadsheet where your Records appear make sure you include all the relevant fields as they appear on the ActivityInfo Form.
- Each of the mandatory Form Fields in your ActivityInfo Form must have a corresponding column in your spreadsheet. If you don't have such fields in your spreadsheet, you need to create them.
- For Single Selection Form Fields make sure you add the answers in the exact same way as they appear in the Form you created in ActivityInfo.
- For Multiple Selection Form Fields, add the available answers for each Record in one cell, divided by commas.
- For Date Fields use the international format "YYYY-MM-DD" to prevent a wrong format conversion.
- If you have a Calculated Field in your Form, you don't need to add it in the spreadsheet, the calculation will take place automatically once you upload the data.
- If the Form is using a Reference Field to reference to another Form, make sure that you add the header of the Reference Field and that you fill in the cells with the respective Serial Number or Key that corresponds to the Form Record you wish to refer to. To view the available Serial Numbers of Keys, open the Form, navigate to that Reference Field and click on the arrow to reveal the list.
- If the Form is using a Reference Field to reference a Location, make sure you add the header of the Reference Field and that you fill in the cells with data that match the available locations of the Reference Field. To view the available Location names open the Form, navigate to that Reference Field and click on the arrow to reveal the list of Locations.
- Navigate to your Form.
- On the Data Entry Toolbar, click on the "Import" button.
- You will be redirected to the Importer.
- Select all the Records you want to import from the spreadsheet, including the column headers.
- Copy (CTRL+C or Command+C) the Records and the column headers.
- Paste (CTRL+V or Command+V) the Records and the column headers on the white box on the Importer.
- Click on the "Continue" button.
- Required Form Fields (such as Partner) must have a corresponding column header in your table. Otherwise a message will appear prompting you to add these fields.
- In the following import table some of your column headers will have been matched to the ActivityInfo column headers. These will be highlighted in green.
- Take a look at the matched column headers and make sure they have been matched correctly to the ActivityInfo Form Fields.
- If a column has not been matched to a Form Field, it will be highlighted in red and you need to match it manually to the respective ActivityInfo Form Field.
- Click on the column you want to match to a Form Field and select the name of the Form Field that corresponds to it from the "Column Matching List".
- If a column has not been matched correctly, click on the header of a column to view the possible Form Field matches and select the correct match, if needed.
- You can choose to ignore a Column by selecting the "Ignore this column" option in the Form Fields panel.
The Serial Number is a Form Field assigned to a Form Record automatically, so you can choose to ignore it during the import.
- Once you have matched all the columns, click on the "Done" button.
- A progress bar will show the progress of the Import process.
- Once the import is finished, you can view the imported Records.
A message at the bottom-left corner of the table will inform you on how many Records have been imported.