Learn how to save time by uploading or updating multiple gates at once with Formulayt's bulk import and update features.
Note: Bulk import and bulk update features are only available to admins.
Bulk import: upload up to 100 new gates at once
Bulk import allows you to create up to 100 new gates using a CSV file.
Before you begin
Important: Take a backup of all your account's gates before making any bulk imports in case you need to revert your changes. You can do this by exporting all gate configurations.
You can use this export to create a template spreadsheet for your upload:
Clear all cells except row 1, which contains the column headings.
You may leave one gate configuration row as an example to follow the required formatting.
Delete the example row before uploading.
Prepare your spreadsheet
Before populating the spreadsheet:
Remove columns A and C-G (Gate ID, Folder, Folder ID, Root Folder, Created By, Created On, Last Modified By, and Last Modified On)
Custom fields cannot be added using the import feature
Upload your gates
Save your completed spreadsheet as a CSV UTF-8 file
Click Import in the top right of the Browse gates area
Select Create new gates from the dropdown
Upload your CSV file
Map 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
Check for errors
If there are any errors or incorrect formatting in your spreadsheet, they will be identified in the next step.
Fix any errors before continuing.
Once all errors have been resolved, you'll see a final confirmation showing the number of gates included in the upload.
Important: Once complete, return to the Browse gates area and verify that your gates have been uploaded correctly.
Bulk update: modify existing gates
Bulk update allows you to modify multiple, existing gates using a CSV file.
Before you begin
Important: Take a backup of all gates before making any bulk updates in case you need to revert your changes. You can do this by exporting all gate configurations.
Prepare your spreadsheet
When updating existing gates, the values in your spreadsheet determine what happens to each field:
Column not included: The field will not be affected and will be shown as Do nothing when mapping gate attributes.
Column included with a value: The field will be updated with the new value.
Column included with a blank cell: The existing value will be cleared from that field.
Important: Your CSV must include column A with the Gate IDs in order to update the appropriate gates.
Upload your gates
Save your completed spreadsheet as a CSV UTF-8 file.
Click Import in the top right of the Browse gates area.
Select Update existing gates.
Upload your CSV file. The file must contain the Gate ID for each gate you want to update in column A.
Review the mapping stage carefully.
Map gate attributes
Review the mapping carefully before confirming the update, particularly for fields where blank cells will clear existing values.
Check for errors
If there are any errors or incorrect formatting in your spreadsheet, they will be identified in the next step.
Fix any errors before continuing.
Once all errors have been resolved, you'll see a final confirmation showing the number of gates included in the upload.
Important: Once the update is complete, return to the Browse gates area and verify that the changes have been applied correctly.