Import
- 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)
- Click “Next”
- 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
- Click “Next”
- The headers will be mapped to form field name automatically
- 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”
- Click “Import”
- A notification will popup once finished
Export
- Select desired record(s)
- Select field(s) to be exported
- Export as an excel file
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