[Form] How to Import/ Export?

Created by YOOV Plus, Modified on Wed, 05 Oct 2022 at 12:25 PM by YOOV Plus


  1. Drag and drop the file
    • Support uploads of .xlsx or .xls file(s)
    • Only one file can be uploaded each time with size no more than 2MB 
    • The number of rows of a worksheet must not exceed 10,000
    • First row must be header
    • Use ',' to separate options for multiple selection field
    • Date format must be in Excel internal date type
    • Please place '+' for phone no., otherwise the country code will be taken automatically as Hong Kong phone numbers. (type  first to make sure + symbol is recognized as part of the value, e.g., '+85211223344)
  2. Click “Next
  3. Select the workbook to import
    • The preview will be shown on the right side 
    • First row must be headers and will not be recognized as data
  4. Click “Next
    • The headers will be mapped to form field name automatically
  5. Skip Duplication
    • Select “Skip” will skip existing data 
    • Select “Overwrite” will overwrite existing data
    • The field types for Validation includes: “Text”, “Email”, “Phone”, “ID Card
  6. Click “Import
  7. A notification will popup once finished


  1. Select desired record(s)
  2. Select field(s) to be exported
  3. Export as an excel file

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