Create cards or records from a xlsx spreadsheet.
If you have a spreadsheet with important information and wish to create cards or records with that data, it is possible with our API. Each line of the sheet will be converted to a card/record.
This mutation copy the data from your sheet and creates multiple cards in a pipe or records in a database table.
Permission
You MUST be the pipe or table Admin!
Spreadsheet
Make sure the sheet is Public!
To send the information to Pipefy, the XSLX's URL file must be public.
How to set up the sheet?
The column represent a field on Pipefy and the line represent a card/record. Example:
First line
We ignore the first line of the sheet, so use it as a place to put the title of each column.
| Short Text field | Email field | Phone field | Short Text field | Long Text field |
|---|---|---|---|---|
| Card/Record #1 | [email protected] | +1 202 555-0123 | shot text from card/record #1 | long text from card/record #1 |
| Card/Record #2 | [email protected] | +1 202 555-4567 | shot text from card/record #2 | long text from card/record #2 |
| Card/Record #3 | [email protected] | +1 202 555-8901 | shot text from card/record #3 | long text from card/record #3 |
How should I configure the information of each column regarding the field type?
The information sent to pipefy must follow a pattern. The content should match exactly the fields configuration on Pipefy!
| Field | Detail |
|---|---|
| Assignee | The users' emails or the users' names separated by commas and formatted as Plain Text. |
| Attachment | Not supported. |
| Vertical/Horizontal Checklist | The text of the checklist options separated by commas and formatted as Plain Text. |
| CPF | Eleven numbers following the pattern 000.000.000-00 formatted as Plain Text. |
| CNPJ | Fourteen numbers following the pattern 000.000.00/0000-00 formatted as Plain Text. |
| Date | The value formatted as a date. |
| Date Time and Due Date | The value formatted as a Date time. |
| Currency | The value formatted as Currency. |
| Label Select | The text of the labels' names separated by commas and formatted as Plain Text. |
| The email formatted as Plain Text. | |
| Number | The number formatted as Plain Text. |
| Short/Long Text | The text formatted as Plain Text. |
| Vertical/Horizontal Radio | The text of the selected option formatted as Plain Text. |
| Phone | Numbers in the format of phone numbers of the country you want. Brazil: + 55 41 1234-5678.(use a single quotation mark before the plus sign) |
| Statement | Not supported. |
| Select | The text of the selected option formatted as Plain Text. |
| Time | The value formatted as Time. |
| ID | Not supported. |
| Connection Field | The card's ID or record's ID formatted as Plain Text. |