Import a Base

Import a Base

Import a Base

You can import your base in two ways. 


1. From the base listing page, click the Import Data icon beside the +ADD BASE option. 




2. This will open the Import Base dialog box. 

3. Under My File option, you can either drag and drop or choose the file to upload from your computer into the dialog box that pops up.

4. Alternatively Link (URL) option will also appear in the same dialog box so you can enter the URL in order to locate the file.


Note: Zoho Tables supports the following file types: .xls, .xlsx, .xlsm, .sxc, .ods, .csv, .ics, .vcf, .tsv, .json




5. Once you upload the Base, you will be presented with two options- 

  • IMPORT
  • PREPARE & IMPORT


Upload Base Through IMPORT

If you select the IMPORT option, the field types are identified quickly and the importing takes place in seconds. It imports data as it is without asking us to make any changes. It is more like a quick import process. 




Upload Base Through PREPARE & IMPORT

When selecting the PREPARE & IMPORT option, The Data Preparation screen appears where your data will be read and segregated into respective field types. Additionally, you can also customize and modify the data before uploading. 

Note: Similarly, you can follow the same procedure if your original file contains multiple tables.




Customization Options in Data Preparation:

Click on the down arrow in the field header. The customization options are explained below. 




Customize Field:

1. Click on the field header.

2. To change the field type, click on Customize Field from the context menu 

3. A dialog box opens up, where you can rename your fieldchange the field type

4. Based on the field type you select, the options will be listed. 

For example, if you select "Text" as the field type, you can choose the Initial Value, and Max Characters option, If you select "Number" as the field type you can configure the Max digits option. 

5. You also have the option of making the field mandatory by checking the Mandatory option. If you don't want this field to get duplicated, select the No duplicates option. By default both these options will be turned off. 




Text Transform

This option lets you customize your textual data, the following are the options you can configure-

  • to Upper case - changes your text into CAPITAL LETTERS
  • to Lower case- changes your text into small letters
  • to Title case - changes your text with the First Letter of Each Word in Capital


Sorting:

You can sort your records in two ways:

  • Sort Ascending 
  • Sort Descending 


Filter:
Filter works as we have explained in the Filter section. 

Find & Replace 

1. From the tool bar, click on Find and Replace 

2. A Find and replace dialogue box will appear.

3. In the dialogue box, type in the word you are looking to find and then the word you want it to be replaced with.

4. In the Search in option select, where exactly are you trying to find the word, throughout the sheet or on a specific field.

5. Choose within Up and Down option to search from up or down in your records. 

6. Select the Match Case option to match the entire case, and the Match entire cell to find cells that have the exact content.

7. Click the Find, Replace, Replace All, or the Close option as per your requirement. 




Remove Row

You can remove any row from the table by right clicking on the cell in the table. From the context menu,  select the Remove row option. You will get a notification confirming the same. 




Edit Identical Cells:

If you have identical cells in your field and want to edit them as a whole rather than editing them individually.

1. Right-click on one of the identical cells; from the context menu, choose the Edit identical cells in column

2. A dialog box opens to type the content that should be updated in the identical cells and click Apply

3. See your identical cells, updated with the new content throughout the field. It is illustrated in the gif below.




Use the first row as field headers:

1. Click on the dropdown icon next to the table name 

2. From the context menu, you will see the option "Use the first row as field headers" there is a checkbox next to it to include/exclude the field header.

3. If we uncheck the option, the field header names will be removed and display only the type of field as per zoho tables.




Include this field:

You can include/exclude any specific table from getting imported.

1. Click on the dropdown icon next to the table name 

2. From the context menu, you will see the option " Include this table" there is a checkbox next to it to include/exclude the table from getting imported.  

3. Excluded tables will appear grayed out




Record Resizing:

1. Hover the mouse over the field header, you can see the line separator.

2. Using the line separator, you can drag and drop to adjust the width of the field to view the text.




Select All:

The checkbox next to the field name denotes the Select All button.

By default, the checkbox is selected with all the records in the field will be displayed. 

We can uncheck the option if we would like to exclude any of the fields from getting imported.

In the gif below, you can see it. 



Apart from this, the rows and column counts will be displayed at the bottom of the table. Once done click Upload. You can see your Base getting imported into Tables, edit the records as per your requirement. We use Zoho sheet2app's functionality for importing a Base into Zoho Tables.






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