Uploading a CSV in a Multiple-Choice Field
In a Collect Information Step with a Multiple-Choice or Check-box Field, easily upload all the possible options through a .csv file with the options as individual rows.
- Create a .csv file starting from an Excel or Google Sheets spreadsheet. Using only the first column, make the list of rows into the list of multiple-choice or check-box options.
Example Layout: (Note that only the first column has data)
Note: Do not include a column header or description. The first row should be the first option.
- After creating the rows, export the spreadsheet as a CSV (Comma-separated Value).
- Now, in the Collect Record Information Step, navigate to your Multiple-choice or Checkbox field and select Upload .CSV at the bottom of that field.
- Choose the .csv file from your computer and select it to upload it.
If it was successful you will see a “Success - (# of rows) have been added!” alert. All of the rows in your .csv are now available in your multiple choice field or checkbox field!
If you need to start over, just hit the Clear all link and they'll be removed. Also, you can edit each answer individually once they've been uploaded.
Best Practices
Here’s some general requirements and best practices for preparing a CSV for import:
- There should be no Headers, only rows with content.
- The import must be in CSV format (Both Excel and Google Sheets can export spreadsheets to CSV)
- Each option must be in a single cell. If this information is spread across cells then ClearForms cannot automatically map it.
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Addresses must be in a single field. The standard ClearForms address field is a combined: Street Number Street City State Zip
- Example: 2 Mill & Main Place Suite 630 Maynard MA 01754
- No commas or other punctuation can be put in Address fields.
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