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 files into Gravity Forms.

1. Go to Gravity Forms' Import/Export Page

Then click on Import Entries.

2. Drag and drop or click to upload a CSV file

Uploading a CSV file to import Gravity Forms entries

3. Choose an existing form or create a new form

Choose an existing form or create a new form for importing

4. If you choose an existing form, you'll see a list of your forms

You can also search for a form by typing a form name in the search box. Click on the name of your form to proceed.

5. If you choose to create a new form, name the new form

Enter a new form name then click the "Continue With Import" button to proceed.

Creating a new form to import entries

6. Map fields from your CSV file to form fields

For each column in your import file, choose the Gravity Forms field you want to map it to. You can skip columns by selecting "Do Not Import" from the "Import To" dropdown. You can also create a new field during import by selecting "Add Form Field" from the "Import To" dropdown.

Mapping columns from the CSV file to Gravity Forms fields

7. Once mapping is complete, click the Continue With Import button

Clicking the Continue With Import button after mapping

8. Configure the import settings

Once you have mapped your fields, there are some basic options to configure.

Configuring import options

If you aren't sure what to do, you can hover over the Help icon in the lower right area of the screen.

Clicking the Help icon to learn about import options

8.1 Ignore Required Form Fields

This setting is only visible if you are importing data into a form with required fields. This setting will allow you to import rows from your CSV that do not contain the required fields.

8.2 Process Feeds

If your form has feeds configured, this setting allows you to trigger the feed for each imported entry. Each entry will be sent to the checked feeds. Of your feeds are configured with conditions, those conditions will be respected when processing each entry.

Process Feeds setting on the Configure screen is checked. There are two feed providers shown, with multiple checkboxes that allow the user to select which feed to process when importing entries.

8.3 Continue Processing If Errors Occur

With this setting enabled, if the importer encounters a problem with the CSV, it will not stop the import. It will continue processing all the rows of your CSV file then provide a report of the errors encountered.

Setting the importer to ignore errors and continue processing

8.4 Conditional Import

If you want to filter the entries that are imported based on their values, you can do so by using the "Conditional Import" setting.

Importing entries based on values contained in fields

8.5 Email Notifications

Enabling this setting will send your Gravity Forms Form Notifications for each row of your CSV.

Enabling email notifications for each imported entry

9. Begin Import

Once your options are configured, click the "Continue With Import" button to start the import.

Clicking the blue Continue With Import button to begin the import

10. While you're importing, you'll see a live status

The import might take a while, but you can see what's happening while the entries are being processed

Live status showing during import file processing

11. Import completed

After the import is complete, you'll see a detailed summary page.

11.1 If there were no errors

You'll see a message indicating that all of your entries were imported as well as a button you can click to view the imported records and another button you can click to start a new import.

Message indicating that the import file was processed with no errors

11.2 If no rows were imported:

If your import resulted in no rows being added, you can click the Change Field Mapping button, which will take you back to the Field Mapping screen. Click the "view log" link to see the reasons your data was not imported.

Message indicating that no records were imported due to errors.

11.3 If there were errors during the import

If there were errors with the import, you will see:

  1. The number of entries created, the number of errors, and a "view log" link you can click to see why an entry was not created
  2. A "View Imported Records" button, which will display the entries that were successfully created
  3. A "Change Field Mapping" button, which will take you back to the Field Mapping screen so you can change your field mappings then run the import again
  4. A "Start New Import" button, which will allow you to run another import

Message indicating that some entries were created but some were rejected

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