Import Data (Excel)

You don't have to rewrite all the existing data from your Excel file into Tabidoo. You can simply import all the data from the Excel file to Tabidoo within a second.

You don't have to rewrite all the data from your Excel file into Tabidoo, you can simply import all the existing data from the Excel file to Tabidoo within a second.

Tabidoo supports the import of the following formats:

  • XLSX
  • XLS

How to Import data from Excel

If you want to make an entirely new table in Tabidoo by importing from the Excel file, you just have to follow this step:

  1. From the options "Add a new table" select the one marked below - Import Excel data.

How to import data from the Excel file to Tabidoo

When you have more than one sheet in your excel file, all the sheets will be imported as separated tables to the Tabidoo. That means if you have two sheets in Excel called for example "Customers" and "Orders". They will be imported into Tabidoo like two tables with the same names.

How to update data in Tabidoo by Excel

In case you want to just update your already existing data in Tabidoo by importing from Excel, you have to do the following:

  • Firstly, it is essential to specify the import key column in a table definition in order that the system will be able to strictly identify the records. You can set it up in the settings of the specific field, in advanced features select the option - Import key field.

The import key column can not contain any duplicates. Otherwise, the error will appear while importing data.

The first field in the table is automatically preset for a user as the import key field.

  • In a selected table click on Import from the options listed above the table.

Afterward, these options will appear:

  1. Add records existing in import but not in the table - by selecting this option you will avoid the risk, that the same records would be in the table twice. You can use it for example when you add some new records in the excel sheet and you want only them to be imported to the Tabidoo without the ones already existing in the table. They will be imported by the key column value.
  2. Update records existing in both table and import - by selecting this option, all the changes made in the excel sheet will display in the table where you import all the records. It will not import any new records you added to your excel sheet, it will import only the changes of the already existing data in the table. The data will be also imported by key column value.
  3. Append all imported data without checking the key column - by selecting this option there will be imported all the data which are in the excel file without checking the key column. Therefore, you put yourself a risk, that they might be displayed in the table twice.

Keep in mind:

  • The first worksheet in the Excel file containing data will be used to update the current table. Other worksheets will be ignored.
  • The first row in the worksheet is considered a column headers
  • The worksheet must contain at least one row of data (except column headers).
  • By import you can only update or add new records, you can not delete anything.
  • Column headers in the Excel sheet must match the column headers in the table in Tabidoo.
  • If there is any mistake in records while importing - it will import all the other records, and the one with mistakes will be skipped.

How to import only some columns from Excel

In order to import only some chosen columns from the excel sheet, you simply need to delete all the columns in the Excel sheet which you do not want to import and leave only the selected ones + the Import key column.

How long does it take?

Depends on the size of the Excel file - the number of columns and rows in the Excel and the complexity of the data (number of links, numerical series, calculated fields). The import can take from a few seconds to minutes.

However, if the import is about to take a longer time, it will be automatically processed in the background while you can get back to work and use your Tabidoo freely.

Some data are calculated asynchronously (e.g. links, number series, calculated fields), which means that they will be automatically added to the data after import. Therefore, do not worry if they are empty immediately after import.