Import Entries from Excel Gravity Forms

GravityWPGravityForms, GravityView, Import Entries0 Comments

With the plugin Import Entries you can easily import entries using an Excel file. This makes it also possible to import big list of data to your WordPress site and use it to fill in information automatically using the Polulate Field possibility in Gravity Forms.

1. Download the import entries plugin


2. Prepare an Excel file to Import

To use your Excel file in Import Entries, you have to save it as a Comma Seperated Values file. For this Tutorial we use an Excel file from Google’s Keyword Planner. Download this example Excelfile here (opens in new window).


Make sure to save your excel file as a Comma Separated File for it to work with Import Entries plugin. You can check by opening the CSV file in your Notepad and checking if there are only Comma’s used to separate the columns. Download here the example CSV file used in this Tutorial (opens in new window).

This should look like this in notepad:

3. Make a form with the exact same Column Names

As you saw in the Excel file, there are 12 columns:

  • Ad group
  • Keyword
  • Currency
  • Avg. Monthly Searches (exact match only)
  • Competition
  • Suggested bid
  • Impr. share
  • Organic impr. share
  • Organic avg. position
  • In account?
  • In plan?
  • Extracted From

In this tutorial, we will only use the bold columns:

4. Import Entries

With your Form ready, you can start importing Entries with the CSV file. Go to Forms > Import/Export > Import Entries and Upload your CSV file. See below what it looks like:

Because we use the exact same column names as field names in the Gravity Form, it is possible to click on Map Exact Matches:
importentries-map-exact-matches

With doing that, it will look for matches between the field names and the CVS column names. This saves a lot of time, especially when you have to repeat Excel imports to your forms.

 

Be sure to check the ‘Use Default Field Values’ in this example. Why? Because the Suggested bid field is sometimes empty. The default value (standard value) is 0, so if empty this will be asymptomatically zero.
See here:

Hit ‘Begin Import’ to import your Entries from Excel. Tou will see this message if the import is completed:

EXTRA: Using the data to generate links for Dynamic Population

No you have imported the data in your form, you can use that data to generate Views with GravityView.


See how we use the data to generate links

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