Upload and Download of Bulk Data via CSV Files
In this video you will understand how to import bulk data in the CSV format with a click of a button via an automated workflow. With this feature you can upload data and store it in collections, imported data can be edited easily and use CSV template to import data.
1. Create an Event
To begin create an event to export or download data and it will indicate what exactly has to be done. Choose the Add Event option from the Events option in the left menu. Name the event and click the Create button.
2. Define the Event
From the Import/Export Collection Data option choose Export Collection Item.
3. Fill the Form
In the form that appears mention the collection name, add a title from which to export data and add a confirmation message if you need. Then Save your settings. Similarly you can create an event to export data.
4. Bind the Event
Now bind the event to the form. For this select the Settings icon of the form. In the box that appears choose the Event to bind from the dropdown. Then save your settings.
5. Export/Import the Data
Go to the page and click on the button to either import or export the data. You can replace the dummy values with actual imported data.
6. Download Data in CSV Format
You can download data in CSV format from the collection too. Go to the Advance option and click the Download CSV Template option. upoc successful download it will display the confirmation message that you set.
