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.

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Permission

You MUST be the pipe or table Admin!

Spreadsheet

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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:

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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.

Email

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.