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Import data into Tape
Import data into Tape
Leo avatar
Written by Leo
Updated over a year ago

Like most people, you probably have data across many files and tools. You can centralize your information in one place by moving it all into Tape.

Tape lets you directly import Excel (.xlsx) and CSV (.csv) files.

Currently, Tape offers two options for importing data:

1. Creating a new app via import

Tape makes it easy to get started with data. Creating a new app with fields and field values in one simple step by importing an Excel spreadsheet or CSV file. Include a header row containing column names to ensure that the field names are automatically assigned.

  • Tap the + button next to the last app in the workspace

  • Click Import Excel/ CSV

  • Select an Excel or CSV file from your computer

  • The data will be uploaded

  • It will open up the import preview window - where you can see a preview of what your information will look like. Here you can adjust field mappings or other settings.

  • Once the setup is looking the way you'd like it, you can click import

  • The new app is created

💡 Tip: It only takes a few seconds to upload the data, and each time you refresh the page or come back to the app, more of the records will have been created or updated.

Preview window: a tour

  1. App name, click on it to change the name

  2. Customize import

  3. Duplicates

  4. Settings

  5. Field name and field type

  6. Field value

  7. Unmapped field is not imported into Tape

Customize Import

  1. Toggle on/off: create missing select options (category option), exclude the first row, send notifications, trigger automations, or webhooks

  2. The header name of each column from your uploaded file

  3. Map columns to new creating Tape fields

  4. Click clear mapping to clear all mapped fields. After that, the button switches to Reset mapping click to come back to the default.

Duplicates

How should duplicate data be managed?

Create - Add all duplicates as new records to the existing app.

Skip - Don’t add a record if the data matches these fields.

  • + Add fields and select the fields to compare

Update - Update the whole record if data matches these fields.

  • Toggle off: Skip empty CSV values to overwrite existing record values with blank cell values

  • + Add fields and select the fields to compare

Settings •••

  • Use Undo or Redo

Field name and change field types

  • Click to change the field name

  • Change the field type by using the dropdown

2. Import data into an existing app

This type of import assists you in creating or updating records in an existing app. Include a header row containing column names to ensure that the fields are automatically mapped.

  • Tap on an app

  • Click the ... menu

  • Click Import Excel/ CSV

  • Select an Excel or CSV file from your computer

  • The data will be uploaded

  • It will open up the import preview window - where you can see a preview of what your information will look like. Here you can adjust field mappings or other settings.

  • Once the setup is looking the way you'd like it, you can click import

💡 Tip: It only takes a few seconds to upload the data, and each time you refresh the page or come back to the app, more of the records will have been created or updated.

Preview window: a tour

  1. Name of the App, and related apps

  2. Customize import

  3. Duplicates

  4. Settings

  5. Field name

  6. Field value

  7. Unmapped field is not imported into Tape

Customize Import

  1. Toggle on/off: create missing select options (category option), exclude first row, send notification, trigger automations or webhooks

  2. The header name of each column from your uploaded file

  3. Map columns to existing Tape fields, use the dropdown to change the selection

  4. Click clear mapping to clear all mapped fields. After that, the button switches to Reset mapping click to come back to the default.

Duplicates

How should duplicate data be managed?

Create - Add all duplicates as new records to the existing app.

Skip - Don’t add a record if the data matches these fields.

  • + Add fields and select the fields to compare

Update - Update the whole record if data matches these fields.

  • Toggle off: Skip empty CSV values to overwrite existing record values with blank cell values

  • + Add fields and select the fields to compare

Settings •••

  • Use Undo or Redo

  • Reset all your adjustments

  • Restore - this feature allows you to quickly and easily restore all of your settings from a previous import. With just one click, you can have your settings up and running again.

3. More advanced details

Manage time periods or phone and E-mail fields

Combine two different columns, such as start and end date, into a single field. Or group multiple types of phone numbers and emails into a single field.

Manage relation fields via import for experts

By creating a new app via import

Handle a relation field by creating a new app via import may seem complex, but it can be done in just simple steps:

  1. Create an app via your import - without considering the relation field

  2. Add a new relation field to the app via customize fields

  3. Import again to the newly created app - further steps:

Import data into an existing app

  • Select Import Excel / CSV at the app settings

  • Click Customize import

  • Map the field value to the relation field and select any field from the related app

💡 Click the app name to preview each related import app.

💡 Use the specified format in your Excel or CSV file to import multiple relation field values

Learn more about the export →

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