How to Import Entries into Gravity Forms
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Here's a walkthrough of using Gravity Forms Import Entries plugin. With the plugin, you can import CSV or TSV files into Gravity Forms.
1. Go to Gravity Forms' Import/Export Page
Then click on Import Entries.
2. Click on the form where you would like the entries imported.
3. Select a CSV or TSV file to import, then click Upload File
Once you upload your file, you will see it in "Current Import File"
If you want to remove the file and start a new import, you can click the "Clear uploaded file" button.
4. Choose which columns will be added to the Gravity Forms form fields
4.1 If your file columns match form field lables, click Map Exact Matches
This makes it easier to configure your import.
4.2 For each column of your import file, choose the Gravity Forms form field to map it to
The column will be skipped if you don't choose a field.
Once you have configured the mapping, it could look something like this:
5. Configure the import settings
Once you have mapped your fields, there are some basic options to configure.
If you aren't sure what to do, you can hover over a question mark and it will have additional information on what the setting does.
5.1 Whether or not to upload files
Uploading files can take a long time, depending on the number of entries. If you don't need the existing images, uploads will be faster if you choose to not upload files. The entry will still retain a link to the file URL, so if the image is still accessible (the website didn't go away), you can choose to simply link to the file.
5.2 Overwrite Post Data
If you are importing Post data and you are specifying a Post ID, this checkbox exists to make sure you intend to overwrite existing content (better safe than sorry!). Otherwise, this checkbox does nothing.
5.3 Ignore Required
If your form has required fields, but you want to import entries anyway, check this box.
5.4 Conditional Import: Filter what entries are imported by value
If you want to filter the entries that are imported based on their values, you can do so by using the "Conditional Import" setting.
5.5 Save this configuration
If you want to save the field mapping and come back to the configuration before importing, you can. Otherwise, your configuration will be saved when you click the Begin Import button.
6. Begin Import
Yep, click that honkin' blue button and start the import ride!
7. While you're importing, you'll see a live status
The import may take a while, but you can see what's happening while the entries are being created.
8. Import completed
8.1 If there were no errors:
- You will see a report of the imported entries with clickable links.
- Clear the file and start a new import
- Go to the Entries page for the current form
8.2 If no rows were imported:
If your import resulted in no rows being added, you can modify the existing settings, which will take you back to the Field Mapping screen, or you can click the "Start a New Import" button and delete the import file and start over.
8.3 If there were errors during the import:
If there were errors with the import, you will see:
- A list of the errors, and why the entry was not created
- A list of the entries that were created with links to the entry
- "Start Import" button, which will clear the CSV and start a new import
- "Show Me the Entries" button, which will take you to a list of the form entries
- A button to download a CSV with all the entries
If there were errors, a file will be generated with all the error-generating rows.
This CSV file should be downloaded, the errors resolved, then used as the source for the next import.