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Paste cells into a Tallyfy table

Import data from Excel/CSV into a Table form field

You can import data from an Excel or CSV file directly into a Tallyfy Table form field. No retyping needed.

What should I know before importing?

  • Column order matters: Data from your spreadsheet is mapped to the Tallyfy table by column position - the first column in your file maps to the first column in the table, second to second, and so on. Make sure your spreadsheet columns are in the same order as the Tallyfy table columns.
  • Supported file types: .xlsx, .xls, and .csv files are accepted.
  • First row is skipped: The first row of your file is treated as a header row and won’t be imported as data.

How do I import data into the Tallyfy table?

  1. Open the Tallyfy task with the Table field you want to import data into.
  2. Click the menu icon (bars icon) in the table header area.
  3. Select Copy rows from Excel/CSV.
  4. A file picker opens. Choose your .xlsx, .xls, or .csv file.

The rows from your file are added to the table automatically. Blank cells in your spreadsheet stay blank in Tallyfy.

Middleware > Stream data to a spreadsheet

Tallyfy automatically exports form field responses to spreadsheet applications like Google Sheets and Excel Online through middleware platforms such as Zapier Make or Power Automate enabling centralized data collection advanced reporting and smooth business tool integration.

Processes > Export process to CSV

Export any running Tallyfy process to a 49-column CSV file containing tasks, form answers, comments, and timestamps for analysis, reporting, or audits.

Analytics > CSV file structure

Tallyfy exports running process data into 49-column CSV files containing tasks form answers comments and metadata organized in rows where each row represents a task form field or comment with columns grouped into process info task details assignments timing form fields and comments sections.

Templates > Import a template

Tallyfy lets you import templates from Word docs, PDFs, PowerPoint files, flowchart images, or other Tallyfy accounts using AI that converts even 50-page SOPs into working templates in seconds and replaces dozens of duplicate PowerPoint playbook versions with a single dynamic template featuring conditional logic and smart branching.
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