Data, imports and deletion

Can I bulk-import or bulk-submit items into a process?

Processes have no CSV import. Import the CSV into a board or dataset, then use an integration to create process items from it.

How-to

Short answer: No. Processes don't have CSV import or bulk submit. Import the data into a board first, then use an integration to create a process item for each board item.

Why it happens

  • CSV import is available for datasets, dataforms and boards, but not for process items.

How to fix it

To create process items from a spreadsheet:

  1. Save the spreadsheet as a UTF-8 CSV.

  2. Import it into a board that has matching fields. Click the arrow next to New item and select Import CSV. See importing items from a CSV file.

    Dropdown next to the New item button showing the Import CSV option

  3. Create an integration with a Kissflow Board trigger, When an item is created.

  4. Add a Kissflow Process action, Create and submit a new item, and map the board fields to the process fields.

  5. Test the action, then turn on the integration.

The Kissflow Process connector also has a Create and submit items in bulk action that creates and submits several items in one run.

To load reference data instead, such as a list of contracts or employees:

  1. Convert the Excel file to CSV.
  2. In the dataset, click Import CSV and map the columns.
  3. Choose to add only new rows if you don't want existing rows updated.

See importing data into a dataset. When you create a new dataset, Import data from other sources also accepts CSV, XLSX or XLS files of up to 10,000 rows. See creating a dataset.

Important

Board imports take up to 500 rows at a time, so split larger files into batches.

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