How to Use the Import Functionality in Wavity?

  • Wavity offers Export and Import functionalities within its platform.
  • Using the Import function, you can upload data from an Excel sheet into an existing application or an empty application.
  • Log in to the Wavity platform. Based on your role, you will have access to your dashboard.
  • From the quick Links, click on the application (e.g., "Inventory Management") that you want to add data by importing. Refer to the image below for guidance.
  • Before importing data, it is recommended to export the template to ensure the data matches the required format.
  • Export Template: Use this feature to download the application's template in Excel format.
  • Click on "Export Template to Excel."
  • If needed, select "Ignore Reference Applications" and then click "Export."
  • Ignore Reference Applications: Check this option to exclude reference applications from the export. Leave it unchecked to include reference applications in the exported template.
  • Once you click on "Export," Excel sheet containing the template will be downloaded to your system.
  • Refer to the image below for an example of the downloaded Excel sheet.
  • To import data, click on the Create tab located in the top-right corner and select From Excel to upload data from Excel sheets. Refer to the image below for guidance.

Select the file from your system to be uploaded (imported) into the application.

Once the import is completed successfully, a confirmation message will appear: "Import Data request has been submitted successfully."‍

If the import fails due to an incorrect file, you will receive a notification stating "Records import failed"

To avoid import failure, ensure the following conditions are met:

  1. All data and templates must match the selected application.
  2. All required fields should be filled in the correct formats.
  3. The column data must align with the corresponding template columns.
  4. The first row of data should match the first row of the template sheet.

‍Advanced settings for import function can only be executed by the Admin of your organization. It is recommended to consult the Wavity team before making any changes to the advanced settings.

  • To access advanced settings, firstly navigate to design tools as shown in below image.
  • Click on the three vertical dots in the top-right corner of the application for which you want to set import conditions.
  • Select "Open in App Designer".
  • Click on the icon as indicated in the image below.
  • Navigate to and select "Advanced Settings" as shown.
  • Select the Import tab. Advanced settings for imports on any application can be configured here.
  • To enable bots for the application during the import function, click on Enable wBots (If required).
  • In the Import Rules section, choose one of the following options:
  • Create Only: This option will only create new records.
  • Create & Update: This option will both create new records and update or overwrite existing records.
  • When selecting the Create & Update tab, you can define update rules as follows:
  • Identified by: This checks whether a record exists based on the selected control.
  • Create New/Overwrite: If the record exists, its values will be overwritten; otherwise, a new record will be created.
  • Overwrite: If the record exists, its values will be overwritten.
  • Skip: If the record exists, it will be skipped; otherwise, a new record will be created.
  • Click on ‘Done’ if the import rules match your requirements.
  • Click on ‘Save’ to complete the update process of the application.