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Paste cells into a Tallyfy table

How to paste data from Excel/CSV into a Table form field

If you have data in a spreadsheet (like Microsoft Excel or a CSV file) that you need in a Tallyfy Table form field, you don’t have to retype it. You can paste it directly.

Before you paste

  • Matching headers are crucial: The column headers in your spreadsheet must exactly match the column headers configured in the Tallyfy Table field. Tallyfy will only paste data where headers match. If headers don’t match, data for that column is ignored.
  • Copy data: Copy the spreadsheet data (including headers) to your clipboard (e.g., select the cells in Excel and press Ctrl+C or Cmd+C).

Pasting into the Tallyfy table

  1. Open the Tallyfy task with the Table field you want to paste data into.
  2. Click the menu icon (…) at the top right of the Table field itself.
  3. Select Paste rows from Excel/CSV (or similar wording).
  4. A pop-up box appears. Paste your copied data here (Ctrl+V or Cmd+V).
  5. Click the Paste button.

The data from your clipboard will be added as new rows to the table, matching columns based on headers. Blank cells from your spreadsheet will result in blank cells in the Tallyfy table.

Middleware > Stream data to a spreadsheet

Form answers can be automatically sent from Tallyfy to spreadsheets through middleware tools like Zapier or Make.com for centralized data collection reporting and system integration purposes.

Processes > Export process to CSV

A comprehensive guide for exporting process data into CSV format through Tallyfy’s interface which enables analysis reporting and backup of task information form responses and metadata in spreadsheet programs.

Templates > Insert media

Media files like images videos files tables and links can be added to task descriptions in templates with a 100MB upload limit to enhance instructions through a simple insert menu interface.

Tracker View > Switch between views

Users can easily toggle between board view displaying processes as grouped cards and table view showing customizable columnar data in the Tracker interface.
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