How to Import Data From CSV


You can import your data into Flowlu from a CSV file. The system allows you to choose the field matching. 

Note: Your list of the imported data should be in CSV format. If you have an Excel file, please save it as CSV first.

Settings

  • File format—only CSV;
  • Preferred encoding is UTF-8 (the system recognizes your encoding automatically if it's different);
  • A separator of fields (columns): direct—comma, but can also be: semicolon, space, vertical slash, colon;
  • It is preferable that the first line contains the name of your columns;
  • If you want the field to include the names of the responsible users or the owners of the records, you need to fill in the field (column) and specify the user name (you can choose during setup).

Field Matching

On the Field Matching step, select the corresponding field name in Flowlu. Please note that if Flowlu does not have fields you need to import, you can create your own custom fields in System Settings > Custom fields and select the entity you want to create files for. Please remember that you need to create these fields before you start the import.

You're able to import the following filed types:

  • text;
  • boolean;
  • user;
  • number;
  • decimal (money, price);
  • date & date with time.

The following articles will help you with the import of specific data.

If you're unable to import (or can't find the import option), check Import module installation.

Import Module Installation

Check that the Import module is installed in your account and your user has access to the module.

To do this, go to the Applications.

Next, check that the application is installed, and if the title doesn't have the checkmark, then you just have to install the application, click on View more -> Install.


The following articles will help you to import a specific entity.