07 Sep, 2016

The Kizeo Forms settings: Imports (Push) tab

The import (Push) tab gathers options that define your import model to pre-fill form through CSV or Excel file. When you have lots of forms to pre-fill, we recommend this option. Much more practical!

  • Go to your form general Options, then in the tab Imports (Push).

Pre-fill form: Set up the import model.

Here you will define your import Excel/CSV model to "push" data.

  • Slide the fields to be pre-filled in the form from left to right.

Note: These same elements will be included in your Excel/CSV file. The order of fields must therefore be respected between this parametrisation process and your Excel/CSV file. Note: The first field is ' Recipient', and in your Excel/CSV file the first column will also be "recipient". The recipient corresponds to the  user ID.

  • Fill in the number of lines to ignore on Excel/CSV. As a general rule, it is the first line that corresponds to the titles given in each column. The computer will not take this line into account.
  • Save the form after parametrising your options, so that they can be taken into account.

Note: If you want to ‘push’ data in a Table, you can do it via the Web entry, the Advanced Push or via the Web Service (API Rest).

Discover how to send your pre-completed forms from the office to the mobiles of those working for you, and follow the status of your messages. Please refer to the tutorial on the push.

Drag and drop the fields to be pre-completed in the form from left to right.

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