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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 can automatically send completed form field data to Google Sheets or Excel Online by firing a webhook when a task is done and using middleware tools like Zapier or Power Automate to map each field value into the correct spreadsheet columns without any manual copying.

Processes > Export process to CSV

Tallyfy lets you export any running process to a 49-column CSV file containing tasks and form answers and comments and timestamps through a simple menu click and also supports bulk exports of multiple processes via an open-source Python script for analysis reporting auditing and integration with tools like Excel or Power BI.

Analytics > CSV file structure

Tallyfy’s CSV export flattens a running process into a 49-column spreadsheet file where each row represents a task or form field or comment and columns are grouped into process info and task details and assignments and form answers and comments — making it easy to analyze workflow data in any spreadsheet or BI tool while handling quirks like “NaN” date values in analytics platforms.

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.