File Parser

Quickly fill out a table

Overview Example FAQ
What is a CSV file? A CSV is a document whose fields are separated by commas. We use the CSV to upload records in a single document and make the process faster.
Creating a CSV file using Excel
  1. Open Excel and create a new blank workbook.
  2. Add a column with the name for each required and/or optional field listed under the Show Requirements
  3. Create rows by adding the information in the appropriate columns. Each excel row matches a row in the app's table
  4. Save the document as CSV navigating to File > Save As > Browse and then selecting CSV as the Save as type file type.

Important: Instructions to create a CSV file may change if there is a new version of excel available. However, the steps should be pretty similar to what is listed in this site.

Load the template in the app
  1. Identify the table that you need to populate within your form.
  2. If you have your CSV ready, go to step 5. If not, continue to next step.
  3. Find the Show Requirements collapsible menu above your table and click on it.
  4. The listed fields are the required/optional columns and types that the CSV needs in order to properly populate the table. Create a CSV file using these requirements by looking at the steps provided in the Creating a CSV file using Excel section.
  5. Locate and click the button with the icon near your table. Usually, this button will be labeled as Template. i.e. Assignment Template, Part Template, etc. Please note, owners of the form can place this button anywhere on the page and give it any name
  6. A window will appear. Find your CSV file and click Open.
  7. The table will be populated if the data is well formatted.

Important: If no columns match the template, no rows will show on the table

You can use the steps above to practice on the File Parse button below: