Bulk Importing Form Data in Upvise

Upvise provides a bulk import feature that allows users to import form data efficiently. This process is especially useful when managing large volumes of form entries when implementing a new process and migrating historic data into Upvsie. 


Please note: The import process does not trigger any custom code such as onEdit, onSubmit, or onLoad scripts.

1. Access the Form Template

  1. Navigate to Forms > Templates.

  2. Click on the relevant Template Name to open it.

2. Download the Import Template

  1. Click the ellipsis icon (...) in the Upvise menu bar.

  2. Select Import Forms.

  3. Click Download Form Import.

This action exports an Excel file, which serves as your import template.

3. Prepare the Data Import File

Open the downloaded Excel file and populate it with the required data. Pay special attention to the following fields:

  • Linked ID: The ID of the record to which the form is linked.

  • Linked Record: The Upvise table that the form is associated with.

Example: If the form is linked to Equipment, the Linked Record would be Tools.tools and the Linked ID will be the Item ID in workbench for the plant item. 

You can identify the Linked ID by exporting the Data in upvise into Excel. Here is an example of Contact ID shown in Column A: 



  • Status: This should be the numeric value representing the form's status. 
  • For example, if the form has no workflow and should be imported as a draft, enter 0 in the status column. If the form should be imported as submitted, enter 1. 
  • Example Template (linked to Equipment)
    Example Form Import Data - Excel
    Example Result



4. Complete the Import

  1. Once your Excel file is prepared and saved, return to the form template.

  2. Click the ellipsis icon (...) again and select Import Forms.

  3. Click Select File and choose your completed Excel file.

  4. Click OK to start the import process, or Cancel if you want to abort.

5. Review the Imported Forms

Once imported, the forms will appear in the system on the record and are available for review and further processing.