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Paste cells into a Tallyfy table

How to paste data from Excel/CSV into a table field

Sometimes you’ll have a lengthy list of items that you need to add to a Tallyfy table. Instead of manually entering each item, you can paste them directly into the table if it’s either in CSV or Excel format.

Pasting cells into a Tallyfy table

To paste cells into a Tallyfy table:

  1. Go to your table field and click on the top-right button.
  2. Select “Copy rows from Excel/CSV” from the dropdown menu.
  3. Select the file that contains the data you want to paste.
  4. Click on “Open” to paste the data into the table.

Note that even if there’s blank data on any row, Tallyfy will leave that row blank in the table.

Processes > Export process to CSV

The comprehensive process data export feature allows downloading task details form responses and process information in CSV format for analysis reporting and integration with other business tools.

Analytics > CSV file structure

Tallyfy’s CSV export feature offers a detailed 45-column data structure that captures process information task details form responses and comments in a flat-file format for analysis and integration purposes.

Middleware > Stream data to a spreadsheet

Form field data from Tallyfy can be automatically exported to spreadsheets through middleware platforms like Zapier or Microsoft Power Automate to enable data collection reporting and business system integration.

Tracker View > Switch between views

Users can easily toggle between Board and Table formats in the Tracker view while customizing displayed process details through a dropdown menu in the top-right corner.