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Bulk import cards

  • June 19, 2020
  • 1 reply
  • 421 views

  • Pipefy Staff
  • 1 reply

Hi, is it possible to bulk import cards? I would like to upload a .xls file intro Pipefy and mass upload cards. 

Best answer by ivan.novofoco

Hi @John

Yes! It is possible to import cards into a Pipe.

The easiest way to do this import is through the App Importer.
Just enable the app in the Pipe tools, insert the file in .XLSX and associate the columns of your spreadsheet with the Pipe fields.

In this link you will find more details on how to do this import.

https://help.pipefy.com/en/articles/2446438-how-to-use-the-importer-app-pipe-apps

 

Note: It is also possible to import records into a database. It just needs to be connected to Pipe. The app is the same.
 



If you need more help feel free to contact me.

 

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1 reply

ivan.novofoco
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  • Pipefy Certified Partner
  • 136 replies
  • Answer
  • June 19, 2020

Hi @John

Yes! It is possible to import cards into a Pipe.

The easiest way to do this import is through the App Importer.
Just enable the app in the Pipe tools, insert the file in .XLSX and associate the columns of your spreadsheet with the Pipe fields.

In this link you will find more details on how to do this import.

https://help.pipefy.com/en/articles/2446438-how-to-use-the-importer-app-pipe-apps

 

Note: It is also possible to import records into a database. It just needs to be connected to Pipe. The app is the same.
 



If you need more help feel free to contact me.

 


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