Import is an advanced feature available in eForms Standard and eForms Enterprise only

QuickHelps Video - Import data from Excel (CSV & XLSX) 

Cell A1 of the import file must describe the type of data being imported; for example, to import T4 data, cell A1 must contain “T4”.

Column headings are used by the import function to identify the information in the column; the keyword “NULL” can be used as the heading of any column you wish the import to ignore. You may also enter “NULL” into the first cell of any row or column that the import should ignore.

If data exceeds the maximum size of a field, an error message will be given and the import process will be halted. Where applicable, default data that will be used if a field is empty (or not represented in the import file); these values are listed in the Comments & Examples column in bold print. The various formats used are described below:

• Text - Text fields may contain letters, numbers, spaces and punctuation. In some cases, they must be in upper case (such as Province, Postal and Country codes); otherwise, mixed case is acceptable.
• X, Yes, Blank, No - X, Yes, Blank, No fields contain logical data and consist of “Y”, “1”, “Yes” or “X” for “Yes”; “N”, “0”, “No” or leave the field blank for “No.”
• Currency - Currency fields contain dollar amounts and are formatted either in dollars and cents or in dollars only. If no decimal value is entered a whole dollar amount will be assumed.
• Numeric - Numeric fields may only contain numbers; either integer or decimal. The number of decimal places will be specified if applicable.

See Import from a CSV or Excel file for sample import file layouts. Excel templates have been installed with eForms and can be accessed via the TOOLS > IMPORT / EXPORT DATA > OPEN EXCEL TEMPLATES menu. The Excel import templates also contain a sheet with sample data as an example of how data on the sheets should be entered.