Learn how to easily import forms, entries, and Views on the Formidable → Import/Export page. If an imported form, entry, or View matches the key and creation date of an existing form, entry, or View, the existing item will be updated.
Import forms and data via XML
Follow the instructions below to import forms, entries, and/or Views as an XML file. If your imported form/entry/View/Style key and creation date match an item on your site, that item will be updated. You cannot undo this action.
- Go to your Formidable → Import/Export page.
- In the Import section, select an XML file to upload.
- Click Upload File and Import. Your form, entries, View and/or Style will be imported or updated.
Import entries via CSV
Follow the instructions below to import entries into a Formidable form as a CSV file.
- Create your own CSV file or export entries from another site.
Tip: An easy way to create your own CSV import file is to create a form, fill it out and export it as CSV. With this setup, the headers are included at the top of the CSV file for each field, and you can easily add entries.
If you create your own CSV, you must include headers for each field at the top of your CSV file in order to properly link up each column with a field in your form. The CSV file needs to look something like this:
"First name", "Last name", "Address", "Phone number" "John", "Doe", "123 Main St.", "123-123-1234" "Jane", "Smith", "789 Center", "321-123-1234"
Note: If you are a Mac user, you will need to save your file as Windows Comma Separated (.csv).
- Go to Formidable → Import/Export and select a CSV file to upload.
- Select your delimiter (often a comma) and the form where you would like to import the entries.
- Click Upload File and Import.
- In the Map Fields section, you will see a column for the headers in your CSV, one for sample data from your CSV, and one for selecting which fields the CSV columns will go into.
Map each column to the corresponding field. If you would like to update existing entries instead of importing new entries, you must map the Entry ID field to an Entry ID column in your CSV. If the entry ID in the CSV matches an entry ID in the form, the entry will be updated. Otherwise, a new entry will be created.
- Click the Import button, and watch the number of entries to be imported count down.
If you have trouble importing your CSV, please go through the import troubleshooting steps.
Link imported entry to user
To assign an imported entry to a specific user, include a column in the CSV to match up with the user id field. This column will link users by the assigned WordPress user ID, non-numeric login, or email address. A numeric login will not link to the correct user, since this number is assumed to be the user ID.
If the user does not yet exist on your site, learn more about how to import users.
Bulk update entries
When you import a CSV of entries, include a column that holds the entry id. Then when importing, map this column to the ID near the bottom of the page. Now, the matching entries will be updated with the details included in the CSV.
If you want to export a Style from one site to another, just export the Style then import the XML file onto the desired site. When you import this XML file onto another site, the form and attached Style will be imported. The imported style will be added to your Formidable → Styles.
If you would like to import files from entries on one site into entries on another site, follow the instructions below. Please note, you cannot import files that are protected. For more information about File Protection, click here.
- Go to Formidable → Import/Export.
- Under Import click Choose File and select the file you want to import. The file must be a CSV file. XML files cannot import uploaded files from entries on another site.
- Check Import files. If you would like to import files from your CSV, check this box.
- Click Upload files and import.
Import into checkboxes
When importing from a CSV, two different formats can be used to insert multiple values into a single field.
- One column with comma-separated values. To import values into a checkbox or multi-select field, you may use a value like "red, blue, green" to import each of those three values as selected options in a field.
- Multiple columns with a single value.. If the field you are importing into has options with commas, this option will give you a more accurate result. You may include several columns in the CSV that are all linked to the same field. For example, you could have a CSV format like this:
On step 2 of the import for this file, select the same checkbox field for each of these three options.
Repeaters work a bit differently from most field types, as the database views them as a separate form. If you would like to import your data into a repeater, follow the instructions below.
- Export entries from a form with a repeater.
If you are creating the CSV or importing from another service, each value should be in a separate column. The format works best when the columns repeat in the same order as the form fields. For example, if your repeater includes 'Location' and 'Date', the columns in your CSV would be 'Location, Date, Location, Date, Location, Date'...
- When importing, each column from the CSV needs to be mapped to a field in your form. With repeaters, multiple columns will be mapped to the same field in your form.
- Once your fields are all mapped, click the Import button.
To properly import the address fields, each value must be comma-separated and have a following space. The correct format in the CSV should be like this:
line 1, line 2, city, state/province, postal, country
Once you have a correctly formatted address field column in the CSV, you can map it to an address field in your form for import.
When importing an XML file, you may see a message that includes 'SimpleXML_parse_error' and 'XML declaration allowed only at the start of the document.' This means there is white space at the start of your XML file. This space is added by your theme or another plugin. You have two options:
- Disable everything else (plugins and theme) on the site you are exporting from and export again.
- Open the XML in a text editor and remove the extra space manually.
Once you have a correctly formatted XML file, you can import it again.
CSV import is incomplete
Please see the related FAQ:
Why won't a CSV file import correctly?
Duplicate entry when importing users
When creating new users or updating existing users with a CSV import, check the User ID column to prevent duplicates. Duplicates are often created because the requirements are not being met to update an entry.
To avoid duplicate entries, make sure that you map the User ID column in your CSV to the User ID field in your form. If this requirement is not met, it will always create a new entry when importing users.
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