The basics of importing a base

The basics of importing a base

When you choose to import your base, all your data is read and categorized into different fields in your table. But before you complete the importing process, you can customize the base using different configurations.

  1. Filtering: You can easily tailor the table to your specific needs and preferences with filters, making it easier to analyze and work with the data. To learn more, head to the Filter help page.



  2. Find and replace: Find specific details from your file and replace them with the desired data:

    1. From the toolbar, click Find & Replace. A dialogue box will appear.

    2. In the Find box, type the word you're looking for. Then, in the Replace with box, type the word you want it to be replaced with.

    3. With the Search in option, you can either select a particular field where the search is to be conducted or choose All to search the whole sheet.

    4. Choose Up or Down to customize the direction of your search.

    5. Select the Match case option to match the case of the input while searching; and Match entire cell will find cells that have the exact content, irrespective of the case.

    6. Choose Find to search the data, Replace to replace the found data with something else, and Replace All to replace all the same data with your desired input.



  3. Customize fields: Your field types will be automatically identified at import, but you can still change them to another field
    type:

    1. To change the field type, click the dropdown menu in the field header.

    2. Choose the Customize Field optionA dialog box then opens up, where you can rename your field and change the field type.

    3. Based on the field type you select, options for more customization will be listed. For example, if you select Number as the field type, you can configure the Max digits option.

    4. 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.



  4. Select all:
    Note: The checkbox next to the field name denotes the select all button. By default, the checkbox is selected, and all the records in the field will be displayed. You can uncheck the option if you'd like to exclude any of the fields from getting imported.



  5. Sorting: If you wish to reorganize your fields, you can sort them in ascending or descending order.



  6. Set row as header: You can easily select a row and choose it to be the header of your table:

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

    2. From the dropdown menu, you'll see the option "Use the first row as field headers." There's a checkbox next to it, to include or exclude the field header while importing.

    3. If we uncheck the option, the field header names will be removed, and the field type identified by Tables will be displayed.




  7. Include this field: You can include/exclude any specific table from getting imported:
    1. Click the dropdown icon next to the table name.

    2. From the context menu, you'll see the option to "Include this table." There's a checkbox next to it to include or exclude the table while importing. Excluded tables will appear grayed out. 



  8. Edit identical cells in a column: Let's assume you have the same data in multiple cells in a column, and you want to edit them all at once. You can choose the Edit identical cells option to make changes to all of that data at once:
    1. Right-click on one of the identical cells; from the context menu, choose Edit identical cells in column. A dialog box will then open.

    2. Type the content that should be updated in the identical cells and click Apply.



  9. Remove row: You can delete any rows that you don't want to be included in your table. Just right-click on the row you wish to delete, and, from the context menu, choose Remove row. 



  10. Record resizing
      1. Hover the mouse over the field header till 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.



    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Importing data from Spreadsheet.com

                                                                                                                With Zoho Tables, importing data from your Spreadsheet.com account becomes seamless and simple. You can streamline your workflow with a simplified migration process and pick up your work from right where you left off. To import data from a ...
                                                                                                              • Duplicate a base

                                                                                                                To Duplicate a Base 1. From the base listing page, click the three dots (More Options) next to the name of the Base. 2. Choose the Duplicate option. If your base's name is Base 4 and you have duplicated it, a new base named ''Base 4_copy'' will be ...
                                                                                                              • Share a base

                                                                                                                To Share a Base 1. On the base, click the three dots (more options). 2. Choose Share. 3. Enter the email addresses of the collaborators. 4. Select the permission level (Manager or Editor or Viewer). Base Manager - Can edit records, fields, tables, ...
                                                                                                              • Create a base

                                                                                                                What is a Base? In a workspace, each tiny colored icon defines a base. Your workspace is made up of the bases you create. A base is a collection of tables in a logical arrangement with all the information required for a specific task, project, or ...
                                                                                                              • Move a base

                                                                                                                If you are working with multiple workspaces comprising of multiple tables, you can move your bases from one workspace to another. There are two ways to move a base from one workspace to another : Option 1 - Drag and drop the base by moving it to your ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources