When the application is created and launched, it is periodically necessary to import information into its database from files. Of course, the databases will also be replenished automatically - due to information added by users or provided by integrated services. But it is better to add import settings for common CSV, XLS, or XLSX formats in advance - most likely, they will be useful to you and will greatly simplify your work in the future.
Today we will talk about setting up import on the no-code platform AppMaster.io in two versions:
At the end of the article, there is a video with examples and an explanation of all the configuration steps.
File import setup process
The development of such functionality is not much different from classical programming, but with the help of visual tools, you will do it much faster. To do this, you need to follow 5 simple steps:
If you already have experience with AppMaster.io or other no-code platforms, then set up is unlikely to take more than an hour, even taking into account watching the tutorial video.
Necessary blocks of business processes
Many of them are analogs of classical programming functions - only in the form of visual tools, with which you will work on the drag & drop principle.
Here is a list of the main blocks for setting up import with their brief description.
* In addition to them, you may also need various auxiliary blocks: if, when processing values from a file, you need to convert data from one format to another, save a variable for further processing, concatenate or split strings.
In this case, you do not need to specify the names of the columns, but their order must be the same in all loaded files - otherwise, the program will import data incorrectly.
In this case, the columns in the loaded files can be in any order, but their names must always be the same for the import to be successful.
To set up dynamic import, you need to add analysis blocks for the first row of the table - in order to determine which data is contained in each of the columns of the loaded file.
When adding an endpoint, select the POST method, write down the URL and specify the created business process - the minimum setup is complete. Additional information on how to define access rights for user groups or from different IPs can be found in the platform documentation (EN and RU versions).
File upload form
For the import form to work correctly, you need to select Create Record when creating it and specify the created endpoint, as well as add a form confirmation button (trigger - onClick, action - Submit form).
Video: Example of Configuring CSV File Import
This video describes in detail all the steps for setting up static and dynamic imports using a CSV file as an example.
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ActiveCampaign is a marketing and sales automation platform that helps growing businesses meaningfully connect and engage with their customers. Its SaaS platform enables businesses to create optimized customer experiences by automating many behind the scenes processes and communicating with their customers across channels with personalized messages.
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