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 and 3rd-party imports

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

App name, click on it to change the name
Customize import
Duplicates
Settings
Field name and field type
Field value
Unmapped field is not imported into Tape

Customize Import

Toggle on/off: create missing select options (category option), exclude the first row, send notifications, trigger automations, or webhooks
The header name of each column from your uploaded file
Map columns to new creating Tape fields
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

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

Name of the App, and related apps
Customize import
Duplicates
Settings
Field name
Field value
Unmapped field is not imported into Tape

Customize Import

Toggle on/off: create missing select options (category option), exclude first row, send notification, trigger automations or webhooks
The header name of each column from your uploaded file
Map columns to existing Tape fields, use the dropdown to change the selection
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.

More advanced details about import via Excel/ CSV

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:

Create an app via your import - without considering the relation field
Add a new relation field to the app via customize fields
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

3rd-party imports

Move your work into Tape with the help of trusted migration partners. Bring over your structure and data so you can keep working without starting from scratch.

Podio to Tape migration tool

Migrating from Podio? Use our partner-built tool to move your data for free into Tape with a simple step-by-step process. Start free migration →

Read a customer story about migrating from Podio to Tape with this tool → here

Asana, Hubspot, Salesforce to Tape

Just let us know and we connect with a Tape Partner.

More migration options

The Tape Developer API lets you build custom integrations with other services. Check out the documentation to learn how to build an API import or an integration for Tape → here