When you choose to import a table, all your data is read and automatically categorized into fields. Before you complete the import, you can preview and adjust everything using a range of customization options, so your table is exactly how you need it before it goes live.

Customization options  

Filtering  

Tailor the data being imported by applying filters, so only the records relevant to you are brought into the table. To learn more, refer to the filter help page.

Find and replace  

Find specific values in your file and replace them with the correct data before the import is finalized.

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

2. In the Find box, type the value you're looking for. In the Replace with box, type the value you want to substitute it with.

3. Use the Search option to search within a specific field, or choose All to search across the entire sheet.

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

5. Enable Match case to respect capitalization during the search, or Match entire cell to find cells that contain exactly that content.

6. Click Find to locate the data, Replace to swap the found instance, or Replace All to update every matching instance at once.

Customize fields  

Field types are automatically detected when your file is read, but you can change them before the import is complete.

1. Click the dropdown menu in the field header and choose Customize Field. A dialog box will open.

2. Rename the field and select a different field type if needed.

3. Depending on the field type selected, additional configuration options will appear. For example, selecting Number lets you configure the Max digits option.

4. You can also mark a field as Mandatory (records must have a value in this field) or enable No Duplicates (to prevent repeated values in that field). Both options are turned off by default.

Select all  

Note: The checkbox next to each field name acts as a select/deselect toggle for that field. By default, all fields are checked and will be included in the import. Uncheck any field you want to exclude from being imported.

Sorting  

If you want to reorganize your fields before importing, you can sort them in ascending or descending order.

Set row as header  

Choose whether the first row of your data should be treated as field headers.

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

2. You'll see the option Use the first row as field headers, with a checkbox next to it.

3. If unchecked, the first row will be treated as a regular data record, and field names will default to the field type identified by Zoho Tables.

Include this table  

When your file contains multiple sheets or tables, you can choose which ones to bring into the import.

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

2. Toggle the Include this table checkbox to include or exclude it from the import. Excluded tables will appear grayed out.

Edit identical cells in a column  

If multiple cells in a column share the same value and you want to update all of them at once:

1. Right-click on one of the identical cells and choose Edit identical cells in column from the context menu. A dialog box will open.

2. Type the new content you want applied to all matching cells and click Apply.

Remove a row  

To exclude a specific row from the import, right-click on it and choose Remove row from the context menu. The row will be dropped from the preview and will not be included in the imported table.

Record resizing  

Adjust the width of any field column to make long values easier to read during the customization process.

1. Hover over the field header until the line separator appears.

2. Drag the separator left or right to resize the column to your preferred width.