Importing from Excel

Importing from Excel lets you load or update records in a sheet in bulk. Mind One validates every cell before applying the changes, guaranteeing that the imported data follows the sheet’s rules.

Don’t have the sheet yet? You don’t need to create it first: on the Sheets page you can drag an Excel or CSV file directly onto the upload area and the wizard will create the sheet with its columns and import the data in a single step. This page describes importing into an already existing sheet.

Import process

1. Download the template

Before importing, download the sheet’s Excel template:

1. Open the sheet.
2. Click Download template.
3. The downloaded file includes:
   • One column for each of the sheet’s fields.
   • Data types and validations built into Excel.
   • Cells linked to value lists with dropdowns ready to use.

Using the template guarantees the file has the correct structure and reduces import errors.

2. Fill in the file

Fill in the template with your data. Keep in mind:

• Required fields can’t be left empty.
• Fields with a value list must contain values that exist in the list.
• Unique fields can’t have repeated values across records.
• Date-type fields must follow the YYYY-MM-DD format.

3. Import the file

1. From the sheet, click Import Excel.
2. Select the completed file.
3. Choose the import mode:

4. Mind One validates the data before applying it. If there are errors, they’re shown per cell with the specific message for the problem.
5. Fix the errors in the file and repeat the process, or confirm if validation passes.

Upfront validation

Mind One validates every cell in the file before importing:

• Required fields left empty.
• Uniqueness — duplicate values in fields marked as unique.
• Value lists — values that don’t exist in the linked list.
• Format — values that don’t match the field’s pattern or type.
• Range — values outside the allowed range in numeric or date fields.

Errors are shown pointing to the exact record and column. The import isn’t applied until every error is fixed.

Large imports (asynchronous job)

For high volumes of records, the import runs as an asynchronous job:

• The interface shows the job’s progress in real time.
• You can keep using the platform while the job runs.
• Once it completes, you receive a notification with the result: records imported, errors found and duration.

Permissions

Related

• Exporting Data — Downloading records as Excel or PDF.
• Editing and Adding Records — Manually editing records in the interface.
• Sheets — Configuring fields, validations and types.