Black Friday and Cyber Monday Sale is here! Get 40% off using coupon code BFCM40

GRAVITY FORMS IMPORT ENTRIES ADD-ON

1.INTRODUCTION TO GRAVITY IMPORT ENTRIES #

Gravity Forms Import Entries is an extension of Gravity Forms which allows admin to import CSV file data in the entries section of gravity form. Admin can also Update existing entries by selecting the field (from CSV) that will be matched to entry id.

2.REQUIREMENTS OF PLUGIN #

3.PLUGIN FEATURES #

  • Export entries from “Gravity Form” plugin and csv file and import it to Gravity Import Entries add-on (or manually create csv file matching gravity forms criteria). 
  • Admin can choose from  gravity form and csv file  for the entries to be imported from.
  • Update existing entries by selecting the field (from csv) that will be matched to entry id.
  • Admin has the option to import post type and this post type will add to post types list.
  • Admin has the option to make a conditional Logic to import entries accordingly, setting conditions for the entries that match or do not match.
  • Admin has option to save form mapping and conditional logic as a template related to the form being used and that template can be reused again.
  • System will add records that have errors not imported to new CSV file and to make it easy to import those records again. 
  • Admin has option to use rules validation on gravity form. Apply gravity form validation when import entries (required, unique .. etc).
  • Admin has the option to generate email notification for imported entries
  • Admin can choose to not import any specific field from the CSV file.
  • Admin can enable to ignore the required fields, which then will not be displayed in the entries.
  • Admin will be displayed the number of rows in CSV file which have been imported.
  • Admin has option to import entries in reverse

4.INSTALLING GRAVITY IMPORT ENTRIES #

After you have downloaded and unzipped your purchase from you will now need to install it on your WordPress system.

→ Log in to your WordPress admin panel.

→ Click on the Plugins menu item on the left side menu.

→ Click Add New.

→ At the top of the page you will see an Upload Plugin button, click that.

→ Next click Choose file button in the box that appears below.
 

→ When the zip file has finished uploading click the Activate Plugin button.

→ That’s all. You will now see GF importer tab in dashboard panel.

5.GRAVITY FORMS IMPORT ENTRIES PLUGIN SETTINGS #

ACCESSING THE PLUGIN:

To access the plugin Admin has to access it form dashboard panel menu , and click GF Importer tab. In the GF importer tab Admin can access settings and see two text boxes , each having different functionality as defined below.
 

Delimiter: 

A delimiter is a sequence of one or more characters used to specify the boundary between separate, independent regions in plain text or other data streams. In the gravity forms imports it is being used to define and parse the imported CSV file,by default separator will be Comma.
 

No of rows: Define number of records in chunk to be fetched by “Gravity Forms Importer”(csv file is divided into chunks and processed one chunk at a time to avoid time out).
 

GF Importer: How to Import CSV file

Go to GF Importer tab from dashboard panel menu.

Click choose file to upload a csv file or export from “Gravity Form” .

You can select the gravity form to import entries from.

Click on upload button .
 

Mapping between fields and CSV file. 

Mapping between form fields and csv field column .

Admin must make sure to provide enough form fields in form,  as described in csv file, for the GF importer to extract data from csv file to the form fields.
 

GF Importer: How to Update Entries

To Update entries admin has to check mark update entries checkbox and select drop down list to load all Fields added in CSV file.

When Admin selects a field to update it, that means that this field is mapped to entry id and GF Importer will fetch records starting from this entry in the csv file.
 

Use conditional logic import

Check mark on conditional import.

Define Import entries if all/any of the conditional logic matching.

Select field name in the list you need to make a conditional import from..

You have three conditions to apply from as defined below

Contains: by giving this condition the Admin directs GF importer to fetch the data from csv, if that file contains certain value that matches with what Admin has specified.
 

IS: by giving this condition Admin directs GF importer to fetch  the data from csv, if only that csv has the value specified by the Admin.
 

ISNOT:  by giving this condition Admin directs GF importer to fetch the data from csv. if value in that  file is not matching what Admin has specified.
 

Import will be made based on these conditions.
 

Save template 

Admin can save and import template with mapping and conditional import logic created in this form.

Admin can also specify a name for the template .

The template can be saved after enable save template has been checkmarked & Admin has given a name for the template and clicked on the save button.
 

Admin can use saved templates again, just select template from the drop down list above then click on load template.
 

Import post fields

Admin can import post fields to the system.

Imported Post fields will be added in posts list.

Advanced validations

Apply gravity form validation when import entries (required, unique .. etc), are based on validations defined on each field in the form.
 

Download import errors to a CSV

If any records have errors and are not imported then System will add it to separate file and provide option for Admin to import again.
 

GF Importer_Finish import log

You can follow the import process as it is going, showing status for each record.
 

Admin notifications

  • Send notification emails for every entry being imported, the plugin will generate an email containing records of that entry and send it to admin.
  • Use check box “ Email notifications” to active this option.
  •  

    Don’t import

  • Admin has option to determine which fields don’t need to be imported by selecting don’t import.
  • From field mapping you can define which fields will not be imported.
  •  

    Ignore required fields

  • Admin has the option to ignore required fields when importing. Will import as an empty entry.
  • Use check box “ Ignore required fields ” to active this option.
  •  

    Number of rows imported

  • Show number of rows imported.
  •  

6.COMPATIBILITY #

Newly Added Features:

Gravity Form Import Entries is now compatible with Gravity Form Signature, Coupon and Survey Addons. Now you can easily import digital captured signatures, Coupons details and Survey data gathered into your forms, just map the fields and view your entries in the entries section.

6.1.IMPORT CAPTURED SIGNATURE: #

*Gravity Form Signature Addon is required for importing digital signature entries.

  • Download and Activate Gravity Forms Signature Addon
  • Go to 🡪 Forms 🡪 Add New
  • Add Signature Field into the form from advanced field option
  • Click Update

Front-End Signature Field View

GF Importer

  • Go to 🡪 GF Importer
  • Choose file to upload 🡪 select form to import entries.
  • Click Upload

  • Mapping CSV file fields against Form field
  • Map signature field against signature
  • Click Import

  • Go to 🡪 Forms 🡪 Entries
  • Select Form from the dropdown

  • View imported entries

  • Find Signature image inside

6.2.IMPORT SURVEYS: #

*Gravity Form Survey addon is required to import survey entries.

  • Download & Activate Gravity Form Survey Addon
  • Go to 🡪 Forms 🡪 Add New
  • Add Survey Field into the form from advanced fields
  • Click Update

Front-End Survey Field View

GF Importer

  • Go to 🡪 GF Importer
  • Choose file to upload 🡪 select form to import entries.
  • Click Upload

  • Mapping CSV file fields against Form field
  • Map All CSV File survey field against Form Survey fields
  • Click Import

*Make sure survey fields are mapped correctly in order to avoid any misrepresentation of the data gathered when importing entries.

 

  • Go to 🡪 Forms 🡪 Entries
  • Select Form from the dropdown

  • View imported entries

  • Find survey results inside.

6.3.IMPORT COUPONS: #

*Gravity Form Coupon addon is required to import product coupon entries.

  • Download & Activate Gravity Form Coupon Addon
  • Go to 🡪 Coupons 🡪 Add New
  • Create a Coupon
  • Go to 🡪 Forms 🡪 Add New
  • Add Product, Total & Coupon fields into the form

 

*Product & Total fields are mandatory for coupon field

Front-End Coupon Field View

GF Importer

  • Go to 🡪 GF Importer
  • Choose file to upload 🡪 select form to import entries.
  • Click Upload

  • Mapping CSV file fields against Form field
  • Map Product, Total & Coupon CSV fields against Form Fields
  • Click Import

  • Go to 🡪 Forms 🡪 Entries
  • Select Form from the dropdown

  • View imported entries

  • Find survey results inside.

 

Help Guide Powered by Documentor
Suggest Edit

Leave a Reply

Your email address will not be published. Required fields are marked *

Scroll to Top