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๐Ÿ‘ฉโ€๐Ÿ’ป Import Reports from Excel

Kraaft lets you create reports in bulk from an Excel file ๐Ÿ“‹ โ€” no more manual entry line by line. Whether you're planning tasks ahead of a site visit or managing a large number of reports, this feature is made for you !

  • Create up to 200 reports at once โšก๏ธ

  • Pre-fill your reports before your teams head out to the field ๐Ÿ“

  • Works with all types of Kraaft reports ๐Ÿ“‚


๐Ÿ—‚๏ธ Access the import and create your reports in bulk

Access it directly from a Kraaft conversation ๐Ÿ’ฌ

  1. Open a conversation in Kraaft

  2. Select the report type you want โ€” the list of all your current reports appears ๐Ÿ“‹

  3. Click the โ‹ฎ three dots in the top right corner

  4. Select "Import via Spreadsheet" โœ…

  5. Copy your data from your Excel file and paste it directly into Kraaft ๐Ÿ“Š

  6. Your reports are created instantly โšก๏ธ

๐Ÿ’ก Field planning tip

Pre-fill your planned tasks before the site visit โ€” your teams just need to complete the reports on the field! ๐Ÿ“

โš ๏ธ The limit is 200 reports per import.


๐Ÿ“Š Rules to follow in your spreadsheet

A few simple rules for a smooth import ๐Ÿง

  • ๐Ÿ”ข Column order: follow the exact same order as in your Kraaft table โ€” leave columns or cells empty if needed to maintain the right alignment

  • โœ๏ธ Choice or user fields: use the exact spelling set up in Kraaft, separated by a comma for multiple values

  • โ˜‘๏ธ Checkboxes: write true in your spreadsheet to check the box

  • ๐Ÿ“ GPS coordinates: compatible with the spreadsheet import โœ…

โš ๏ธ Some fields are not compatible with the spreadsheet import:

  • Photos and documents cannot be imported โ€” you can add them directly in each report after the import ๐Ÿ“ธ

  • The table and signature fields are not supported either

  • Incorrect column alignment can cause data errors (e.g. the site address ends up in the description field) โ€” double-check your column order before importing!


๐Ÿ’ฌ Need help? Contact our support!

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