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How to Bulk Import or Update Gates

Learn to save time by uploading multiple gates at once or making bulk updates to existing gates in Formulayt

Updated over 9 months ago

Learn how to save time by uploading or updating multiple gates at once with Formulayt's bulk import and update features.

Bulk import: upload up to 100 gates at once

Before you begin

Important: Take a backup of all your account gates before starting in case you need to revert any changes. You can do this by exporting all gate configurations.

You can use this export to create a template spreadsheet for your upload:

  1. Clear all cells except row 1 (column headings)

  2. You may leave one gate configuration row as an example to follow the specific formatting required

  3. Delete the example row before uploading

Preparing your spreadsheet

Before populating the spreadsheet:

  • Remove columns A-G (Gate ID, Folder, Root Folder, Created By, Created On, Last Modified By, Last Modified On)

  • Note that custom fields cannot be added using the import feature

Uploading your gates

  1. Save your completed spreadsheet as a CSV UTF-8

  2. Navigate to the browse gates area

  3. Click the Import Gates button

  4. Select "Create new gates" from the dropdown

Mapping gate attributes

Once you've uploaded your spreadsheet, you'll need to complete the mapping:

  • Most mappings will be completed automatically, but check that each one is correct

  • For each gate attribute, choose how you want to set its value

  • Mandatory attributes must have values specified for the import to proceed

  • Conditionally mandatory attributes may require values depending on other fields

Error checking

If there are any errors or incorrect formatting in your spreadsheet, they will be identified in the next step.

After fixing any errors, you'll see a final confirmation stating the number of gates in the upload.

Important: Once complete, return to the browse gates area to verify that your gates have been uploaded correctly.

Bulk update: modify existing gates

  1. Important: Take a backup of all your account gates before starting in case you need to revert any changes

  2. Click Import in the top right of the manage gates area and select "Update Existing Gates"

  3. Upload your CSV which must contain Gate IDs in column A

  4. Review the mapping stage carefully:

    • If a column (field) is absent in the spreadsheet, that field will not be affected (shown as "do nothing")

    • If a column (field) is included in the spreadsheet, the field will be updated with the new values

    • If a column (field) is included in the spreadsheet and the cell is blank, the value will be cleared from that field

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