Import Entries In Gravity Forms

Gravity Forms Import Entries Add-on

INFORMATION & REQUIREMENTS

 

INTRODUCTION

Import Entries In Gravity Forms is Gravity Forms extension that allows the admin to import data from a CSV file to the entries section of the Gravity Form.

The admin will also be able to update existing entries by selecting the fields (from the CSV file) that match the Entry ID.

Update version 1.2.1

Now, you can easily import digitally captured signatures, coupon details and survey data gathered through your Gravity Forms. Just map the fields and view your entries in the entries section.

ADD-ON FEATURES

  • Export entries from the Gravity Form plugin using a CSV file and import it to the Import Entries In Gravity Forms.
  • Manually create a CSV file that matches Gravity Forms criteria.
  • Choose to import entries from either Gravity Form or a CSV file.
  • Update existing entries by matching the selected fields (from CSV) with the Entry ID.
  • Admin will have the option to import post types – The selected post type will be added to the post type list.
  • Admin has the option to make Conditional Logic filters – Import entries accordingly and set conditions for the entries that match certain criteria.
  • Admin has the option to save form mapping and conditional logic as a reusable template.
  • The system filters and extracts the records with errors to a new CSV file, making it easy to rectify those records.
  • The admin will have the option to validate rules on Gravity Form. Apply Gravity Form validation when importing entries.
  • Get notified via email.
  • Choose to allow or restrict any specific field from being imported.
  • View the number of imported rows in the uploaded CSV file.

HOW TO EXPORT A CSV FILE

Exporting a CSV from Microsoft Excel

This article uses screenshots from Microsoft Excel 2016 Windows. If you are using Excel for Mac, or a different version of Office, the screenshots will differ, but hopefully, the basics are the same. If not, let us know.

  • In your Excel Document, select the “File” option from the main menu.
Gravity Forms Import Entries Add On
  • Click On “Save As” Option from the Left sidebar.
  • Select your directory where you want to save the .CSV file.
Gravity Forms Import Entries Add On
  • Select “CSV (Comma delimited)” option from the “Save as Type” dropdown menu.
  • Click on the “Save” Button.
Gravity Forms Import Entries Add On
Gravity Forms Import Entries Add On

How to import the CSV file to the add-on

  • Go to your WordPress admin dashboard.
  • Go to the “GF Importer” main and select “GF Importer” option.
  • Click on the “Choose File” button to select the file you want to import.
Gravity Forms Import Entries Add On
  • Select the file and Click on the “Open” Button.
Gravity Forms Import Entries Add On
  • Select your Form from the “Form” dropdown menu.
  • Click on the “Upload” Button.
Gravity Forms Import Entries Add On
  • Map the FORM fields with CSV fields.
  • Click on the “Import” Button.
Gravity Forms Import Entries Add On
  • The entries are now imported successfully.
  • You can download the Logs of your import by clicking on the “Download Log File” button.
Gravity Forms Import Entries Add On

Exporting a CSV from Google Sheets

Google Sheets is the spreadsheet program included in the Google Docs Suite. If you want to export your entries from Google Sheets and import them into Gravity Forms, this guide is for you!

  • In your Google Sheet Document, select the “File” option from the main menu .
  • Under file, Hover to the “Download” option and click on “Comma-seperated Values (.csv, current sheet)”.

And that’s it! Your file will be downloaded to your computer.

Gravity Forms Import Entries Add On

Exporting a CSV from Apple Numbers

Apple Numbers is a spreadsheet program developed by Apple which is included in every OS X installation. If you want to export your entries from Apple Numbers in a CSV file format then this guide is for you!

  • Under the ”File” option on the main menu, go to the “Export To” option  and click on “CSV”.
Gravity Forms Import Entries Add On
Gravity Forms Import Entries Add On
  • Click on the “Next” Button to save your file.

Note: If you are having issues importing your file, try exporting it as Unicode (UTF-16).

Exporting a CSV from LibreOffice

LibreOffice is an open-source, completely free office suite. If you want to export your entries from LibreOffice into Gravity Forms, this guide is for you!

  • Under the “File” option on the main menu, select “Save As(Not Export).
Gravity Forms Import Entries Add On
  • Then, Select the ”Text CSV” option from the Drop-down menu.

Gravity Forms Import Entries Add On
  • On the settings Page, Select ”UTF-16” in the field for “Character Set”.
  • Click on the “Ok” button.
Gravity Forms Import Entries Add On
  • Finally, export your CSV file. That’s it!.
Gravity Forms Import Entries Add On

FAQ

LINKS TO SOME MORE GRAVITY FORMS INTEGRATIONS

VERSION HISTORY & CHANGELOGS

  • 1.0 Version
  • 17.January.2020 Last Updated
  • 16.July.2019 Released Date

Version 1.2.1

Date: 17 January 2020
* Add Freemius Integration

Version: 1.2.0

Date: 16 January 2020
* Add Gravity Forms Survey Add-On support
* Add Gravity Forms Coupons Add-On support
* Add Gravity Forms Signature Add-On support
* Fix update entry issue with unique column value not represent entry id

Version: 1.1.1

Date: 19/12/2019
* Added option to import entries in reverse

Version: 1.1

Date: 5/9/19
* Added Don’t import some fields in mapping to skip the field
* Added Email Notifications to send an email with each record entry
* Added Ignore Required Form Fields to ignore the required validation
* Added Report after importing showing more details for the imported process

Version : 1.0

Date : 16/07/2019
intial release.

REGULAR LICENSE $39

  • Quality checked by Envato.
  • Future updates.
  • 6 months support from wpexperts.io

Demo & Documentation

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