Are you looking to export your Tallyfy processes into a convenient CSV format? Look no further - we’ve got you covered!
CSV files are a great way to organize and analyze your process data. They contain columns and rows that store important information about tasks and their details. You can easily view, sort, and aggregate data in this format. Plus, you’ll find some extra useful details like hidden tasks, form field types (short text, long text, dropdown, checklist, radio button, date, file upload), form field questions, and their corresponding answers.
To export a CSV file in Tallyfy, follow these simple steps:
Open the active process you want to download.
Click on the “Settings” option.
Scroll down to the bottom and click on “EXPORT CSV.”
That’s it! Your CSV file will be ready for download, and you can start using it to analyze and visualize your process data.
The CSV export of a single process contains 45 columns organized in sections covering process basics, task details, completion information, form field data, and comment/issue tracking, flattening hierarchical process data into a row format suitable for analysis and reporting.
Form field data from Tallyfy can be streamed directly to spreadsheets using middleware services like Zapier or Microsoft Power Automate for efficient data collection and storage.
Users can efficiently import data from CSV or Excel files directly into Tallyfy tables by matching headers and using the “Copy rows from Excel/CSV” option in the table field menu.
Tallyfy offers comprehensive process editing capabilities allowing users to modify various aspects like owners, tags, notes, and other details through the Settings button in the active process view.
