Gravity Forms Import Entries

Introduction

Gravity Forms Import Entries is an extension of Gravity Forms which allows admin to import CSV file data in the entries section of gravity form. Admin can also Update existing entries by selecting the field (from csv) that will be matched to entry id.

Plugin Features

• Export entries from “Gravity Form” plugin and csv file and import it to Gravity Import Entries add-on (or manually create csv file matching gravity forms criteria). 
• Admin can choose from  gravity form and csv file  for the entries to be imported from.
• Update existing entries by selecting the field (from csv) that will be matched to entry id.
• Admin has the option to import post type and this post type will add to post types list.
• Admin has the option to make a conditional Logic to import entries accordingly, setting conditions for the entries that match or do not match.
• Admin has option to save form mapping and conditional logic as a template related to the form being used and that template can be reused again.
• System will add records that have errors not imported to new CSV file and to make it easy to import those records again. 
• Admin has option to use rules validation on gravity form. Apply gravity form validation when import entries (required, unique .. etc).
• Admin has the option to generate email notification for imported entries
• Admin can choose to not import any specific field from the CSV file.
• Admin can enable to ignore the required fields, which then will not be displayed in the entries.
• Admin will be displayed the number of rows in CSV file which have been imported.

GF Importer: How  To Import CSV File

• Go to GF Importer tab from dashboard panel menu.
• Click choose file to upload a csv file or export from “Gravity Form” .
• You can select the gravity form to import entries from. 
• Click on upload button.

Mapping between fields and CSV file

• Mapping between form fields and csv field column .
• Admin must make sure to provide enough form fields in form,  as described in csv file, for the GF importer to extract data from csv file to the form fields.

GF Importer: How to Update Entries

• To Update entries admin has to check mark update entries checkbox and select drop down list to load all Fields added in CSV file.
• When Admin selects a field to update it, that means that this field is mapped to entry id and GF Importer will fetch records starting from this entry in the CSV file.

Download import errors to a CSV

If any records have errors and are not imported then System will add it to separate file and provide an option for Admin to import again.

GF IMPORTER_FINISH IMPORT LOG

You can follow the import process as it is going, showing status for each record.

ADMIN NOTIFICATIONS

• Send notification emails for every entry being imported, the plugin will generate an email containing records of that entry and send it to admin.
• Use the checkbox “ Email notifications” to activate this option.

DON’T IMPORT

• Admin has the option to determine which fields don’t need to be imported by selecting don’t import.
• From field mapping, you can define which fields will not be imported.

IGNORE REQUIRED FIELDS

• Admin has the option to ignore required fields when importing. Will import as an empty entry.
• Use the checkbox “ Ignore required fields ” to activate this option.

NUMBER OF ROWS IMPORTED

• Show number of rows imported.

Version : 1.0
Date: 10/07/2019
initial release.

Version: 1.1
Date:  05/09/19
* Added Don’t import some fields in mapping to skip the field
* Added Email Notifications to send an email with each record entry 
* Added Ignore Required Form Fields to ignore the required validation
* Added Report after importing showing more details for the imported process