Importing allows you to add multiple responses to your form at the same time without having to manually fill out the Web Form for each response.

Note: This feature must be enabled by the administrator before it will be available.

Step One

1. Column Delimiter
This is the character that separates one column of data from another within a single response. The options are Comma, Semicolon, Tab, and Vertical Bar.

Note: If you are doing a direct copy-and-paste from an Excel spreadsheet, the column delimiter will normally be Tab.

2. Text Qualifier
This is the character that will wrap text-based data columns. The options are Double quote, Single quote, and None. Note that sometimes you will have text-based data that does not have text qualifiers wrapping the text; in this case, simply choose the Note option.

Note: If you are doing a direct copy-and-paste from an Excel spreadsheet, the Text Qualifier will normally be Note.

3. Quick Import
If enabled, only single text and date fields can be imported and all rules, required fields, and settings will be bypassed. This is a MUCH faster way to import data, but there is no data checking done of any kind. If you are not sure which type of import feature to use, it is recommended that you use the default import setting (i.e. NOT the quick import).

Note: The administrator can force the quick import feature for the entire domain. If this is the case, you will not have the option of choosing whether or not to use the quick import or not; you will be forced to use it. If you have more advanced import requirements but only have access to the quick import features, contact your system administrator.

4. Input Text
This is the body of text containing all the data that is being imported. In many cases, the first row of data will be names of the data columns, in which case you can check the Ignore first line option. nTreePoint will automatically skip that line of data, but it will also match the names of the columns to the names of the questions in the Web Form that the data is being imported into, if possible. This is especially useful if data is being exported from one Web Form and imported into another with the same questions.

Step Two

After submitting the form for step one, you will see several options as well as a grid of all rows of data that you are importing.


1. Ignore Required Fields
If enabled, required questions will be ignored even if a value has not been provided. If you were filling out a form as a user, you would not be able to bypass required fields. When importing, this option allows you to do that. This field is only visible using the regular import features.
2. Ignore Completion
If enabled, each response will be marked as imcomplete, regardless of whether all questions have been provided or not. This field is only visible using the regular import features.
3. Active
If enabled, all responses will be marked as active when they are imported; otherwise, all responses will be marked as inactive. This field is only visible using the quick import features.
4. Complete
If enabled, all responses will be marked as complete when they are imported; otherwise, all responses will be marked as incomplete. This field is only visible using the quick import features.
5. Disable User Email
If enabled, email will not be sent to end users regardless of the email settings for the form. For example, you may have a form that emails users a copy of their submission after they have completed the form. When importing data, you may not want those users to get that email (for example, if you're copying the data from a form where the users have already been sent the email).
6. Set Defaults
If enabled, these settings will be used as the defaults the next time data is imported into this form (including the column order, as well as the settings from the initial import page). If you are importing data from the same source multiple times, this will save you the time of having to set the options each time data is imported.

For each column of data that you would like to import, select the question from the drop-down menu at the top of the column. You do not need to import all columns. If your input has, for example, ten columns of data, but you only wish to import four, you only need to select the question for those four columns. Any additional data will be ignored.

Note: For Text - Multiple Lines questions, there will be two options in each drop-down at the top of each column. The first is for the actual data, and will simply be the short name for the question. The second will be to define whether or not the text for each entry is HTML or not. The value in the drop-down will be <short name>_textIsHTML. For example, if the short name for the question is Details, there will be both Details and Details_textIsHTML options in each column drop-down. You do not have to choose the HTML option if there is no data in your input text to define this value.

When you have chosen the questions for all applicable columns of data and submitted the form, it may take several minutes to import the data. If at any point during the import process an error is encountered, the entire import will fail and you will be given the row number and question where the error was encountered. Importing data follows the exact same logic that is used when a form is manually filled out, so any required questions, rules, and other logic will be followed when adding each response to the form.

Note: The administrator determines how many rows of data can be imported at any time. Administrators can change that option (among others) here.