Analytics > CSV file structure
The CSV export structure contains 45 columns detailing process information including blueprint details task specifics assignee data form field responses and comment tracking across multiple organizational aspects.
Export process to CSV
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.
Middleware > Stream data to a spreadsheet
Form field values from Tallyfy can be exported to spreadsheets using middleware services like Zapier or Microsoft Power Automate to stream and collect process data automatically.
Tasks > Paste cells into a Tallyfy table
Users can efficiently transfer data from CSV or Excel files into Tallyfy tables by copying and pasting cells through a simple interface that matches column headers and maintains data integrity.
Edit Processes > Edit tasks and process properties
Users can modify various process elements in Tallyfy including names owners tags notes and other settings through the Settings button in the active process view.
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