English Flag English Español Flag Español Deutsch Flag Deutsch Italiano Flag Italiano Polski Flag Polski Nederlands Flag Nederlands Português Flag Português Français Flag Français 中文 Flag 中文 日本語 Flag 日本語 हिन्दी Flag हिन्दी اللغة العربية Flag اللغة العربية Русский Flag Русский Українська Flag Українська עִברִית Flag עִברִית Ελληνικά Flag Ελληνικά Türk Flag Türk Latvietis Flag Latvietis Dansk Flag Dansk Norsk Flag Norsk Íslenska Flag Íslenska 한국어 Flag 한국어 Suomen Flag Suomen Gaeilge Flag Gaeilge Bahasa Melayu Flag Bahasa Melayu Svenska Flag Svenska Čeština Flag Čeština
User IconLog In
English Flag English

Log In


Import subforms

How to Use Excel Import to Add, Edit, and Delete Subforms

In this article, you will learn how to use data import if your table has a subform.
For example, we will use two tables: Products and Orders.
The orders table will consist of the order number column and the Products subform.

Orders table

Please note that the product column is empty. It is with the help of import that we will add new products to orders.
The product table consists of the “Name” and “Price” of the product.

Products table

A mandatory step is to add a field with the "Linked Column" type, in which you need to select a field from the main form (Orders).
It is thanks to this column that we will be able to use import to add, edit or remove products from the order.

Linked column

Once the form structure has been created and the associated column has been added, we can move on to the next step, namely import.
To do this, you need to go to the Records page of the Products table.
Please note that importing subforms can only be used from the Products table.
It is not yet possible to use import in the main table (in our example of Orders).

There is currently no data on the Records page of the Products table:

Creating orders

Click on "Import data from Excel/CSV/TXT" and go to the import page.

Import products

Be sure to select the associated column in the "Linked column to parent form" control and upload your XLS file with the products.
  • It is recommended to use files with the extension XLS and CSV. XLSX may have problems with data binding because Excel reports integer data in dotted number format. As an alternative method, you can simply use row fields as a 'linked column'.
  • Remember that the names of the columns in the file must completely match the names of the fields in the form. Our file will look like this:

File with new products

As you can see from the screenshot, we want to load two products into order number 1 and one product into order number 2.
After importing the file, we will see new products in the table associated with the main form.

new products

And also in the orders table, new products appeared in the corresponding orders:

Products in orders

You can use the same file and format to update the data. For example, we will add a new product to the file and transfer all previous products to the second order:

Updating subform data

In the product table, you need to click on the “Import” control and select “Update existing records if the key matches.”

Import control

On the import page, you need to select a key column with unique data, in our case it is the 'Name' of the product.

Key  field

After import, all products were moved to the second order:

Updated orders

We hope you find the advanced subform import options useful!