If you have data in a spreadsheet (like Microsoft Excel or a CSV file) that you need in a Tallyfy Tableform field, you don’t have to retype it. You can paste it directly. This feature saves significant time and reduces data entry errors.
What should I know before pasting?
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 copy them).
How do I paste data into the Tallyfy table?
Open the Tallyfy task with the Table field you want to paste data into.
Click the menu icon (…) at the top right of the Table field itself.
Select Paste rows from Excel/CSV (or similar wording).
A pop-up box appears. Paste your copied data here.
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. This process maintains data integrity while enabling efficient bulk data entry.
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.
Tallyfy lets you export any running process to CSV format with one click giving you complete data including tasks form answers comments and timestamps for analysis reporting audits or backup in any spreadsheet program.
Tallyfy allows users to enhance task descriptions with various media types including images videos files tables and links through the Insert button in the editor toolbar making instructions clearer and more complete for template users.
Lists in Tallyfy are centralized data tables that organizations can create once and reference across all templates and processes to eliminate redundant data entry while ensuring consistency and enabling powerful integrations with form fields variables and automations for scenarios like vendor directories product catalogs employee roles and approval hierarchies.