If you have a spreadsheet file that is updated periodically, you can have Ragic import this file from a URL and automatically update your records within your Ragic sheet with Import your file from URL. You can choose to keep your data synchronized from the URL.
In order to import your file from a URL, please make sure that you uploaded file is formatted correctly. Similar to the Ragic import process, you'll need to prepare your import files with the first row as the headers of the fields, and the other rows as the corresponding values.
Once you have your import file ready, please make sure that you are hosting your file online. Some online spreadsheet applications such as Google sheets will also let you publish your sheets to the web, which will give you the URL link to your file that you can use for the import process. Please make sure that the link is for downloading as .csv or .xlsx file.
Navigate to the Tools menu on your form, and select Import File From URL under Import.
Enter your file URL to the import process, and select your file type. You can use .csv, .xlsx, .xls, and .txt files with this import process. Please use the full URL to do the import, which should include the Protocol (http:// or https://)
If you check the option Keep data synchronized from the URL, Ragic will automatically import data from your file hosted on the URL every day. The data on your sheet will be overwritten by the imported data if you do select this option.
Follow the import wizard through the next few steps. Determine if your first row is the header. If so, Ragic will automatically determine how the data in this row will be mapped to your fields for the next step.
Check to see if all the target fields are correct. This is especially important if you have similar names for two separate fields. You can also choose to ignore columns of data that you do not want to import. Note that the target field values should also be in the correct formatting, such as the date format. If you're importing into a "select user" field, you will need to have the user's e-mail that's used in Ragic instead of the username that you see to uniquely identify the person.
Choose the import policy to handle duplicated keys during your import. If you choose Create new entry, new entries will be created containing data with the same key values. If you choose Renew data, your existing data will be updated if you have entries with the same key value, and new entries will be created for the key values that aren't in your database.
You can configure Advanced Settings in the Import Policy if necessary.
Ragic will import your data from the hosted file, and update records accordingly if you've selected the option to keep data in sync with your hosted file.