Bulk Import

Feature	Free plan	Basic edition	Professional edition	Dedicated edition
Bulk edit of form data supports validation, association, and message notifications	Not supported	Supported	Supported	Supported
Bulk-imported form data can be deleted in batches	Not supported	Supported	Supported	Supported
Bulk-imported form data supports validation rules	Not supported	Supported	Supported	Supported
Data import limits for regular forms	5,000 records, file size up to 10 MB	5,000 records, file size up to 10 MB	5,000 records, file size up to 10 MB	50,000 records, file size up to 10 MB
Data import limits for workflow forms	1,000 records, file size up to 20 MB	1,000 records, file size up to 20 MB	1,000 records, file size up to 20 MB	10,000 records, file size up to 20 MB

During import, bulk-imported data can trigger the form’s existing validation rules, business rules, integration & automation flows, message notifications, and third-party callbacks—just as if the records were submitted manually.

Supported component types: Single-line text, Multi-line text, Select, dropdown single select, Multiselect, dropdown multiselect, image upload, Attachment, User, Department, Numerical, Date, date range, subform, associated form (main table).
Unsupported component types: image-text display, Rich Text, cascade select, Country/Region, location, Signature, associated form (sub-table).
Bulk-imported data appears in the row order of the Excel file.

Steps

Follow these steps to bulk-import data.

Sign in to the YiDA workbench and open the app page management screen.
Select the form to import data into, then click Data management > Import.
Configure the import rules.

Import rule option	Description
Accelerated import	When accelerated import is on, the system imports your Excel data in batches, which significantly shortens the import time. Use it for simple import scenarios with no dependencies between records. Do not enable this option for complex scenarios, for example when imported data requires upstream or downstream processing logic.
Import method	Three modes are available: add records only, update records only, and add or update records. Note: Workflow forms only support adding new records.
Import rules	You can select the following options during bulk import: • Workflow form: Send Work Notifications so workflow participants receive message notifications. • Regular form: Trigger validation rules, business rules, integration & automation flows, message notifications, and third-party callbacks.

Download the form data template and edit the data according to the sample.

For a smooth import, download the template first and follow the provided sample.

Upload the file to bulk-import. .xls and .xlsx file types are supported.
After the upload completes, verify the data preview, configure the form’s Field mappings and Submitter, then click Import to start the import job.
When the import completes, click Close to finish.

Excel Format Requirements

Bulk import must strictly follow each component’s required format. Data in the wrong format fails to import. The Excel format requirements for each YiDA component are as follows:

Component	Format	Example
Single-line text Multi-line text	Text-formatted content in the spreadsheet.	This is a sample single-line text
Numerical	Number-formatted content in the spreadsheet.	1234
Select Dropdown single select	Text. When the Excel file contains more than 100 options for a select field, that column cannot be imported into Select or dropdown single select components.	Option A
Multiselect Dropdown multiselect	When the Excel file contains more than 100 options, the column cannot be imported into Multiselect or dropdown multiselect components. Currently only one option can be imported per row. Separate options with an English comma `,`. If an option value contains `,`, escape it as `,`.	Option A,Option B
Date	The Date component currently supports the following formats only: • yyyy-MM-dd HH:mm:ss • yyyy-MM-dd HH:mm • yyyy-MM-dd HH • yyyy-MM-dd • yyyy-MM • yyyy	Date examples: • 2022-12-31 23:50:59 • 2022-12-31 23:50 • 2022-12-31 23 • 2022-12-31 • 2022-12 • 2022
Date range	The date range component currently supports the following formats only: • yyyy-MM-dd HH:mm:ss_yyyy-MM-dd HH:mm:ss • yyyy-MM-dd HH:mm_yyyy-MM-dd HH:mm • yyyy-MM-dd HH_yyyy-MM-dd HH • yyyy-MM-dd_yyyy-MM-dd • yyyy-MM_yyyy-MM • yyyy_yyyy	Date range examples: • 2022-12-31 23:50:59_2022-12-31 23:50:59 • 2022-12-31 23:50_2022-12-31 23:50 • 2022-12-31 23_2022-12-31 23 • 2022-12-31_2022-12-31 • 2022-12_2022-12 • 2022_2022
Department	Include the full path from the top-level department, separating parent and child departments with `-`. Separate multiple departments with an English comma `,`. Values are validated during import. Rows that fail validation are logged as errors.	Department multiselect: DingTalk-YiDA-YiDA Product,DingTalk-YiDA-YiDA Operations Department single select: DingTalk-YiDA-YiDA Product
User	User information supports two formats: employee Name + Employee ID and employee Name + user ID. • When importing by Employee ID, use the format `Name1(EmployeeID),Name2(EmployeeID2)`. Employee IDs are available on the employee’s Profile page. • When importing by `user ID`, use the format `Name1[userID],Name2[userID]`. User IDs are available in the DingTalk admin console > Contacts > Member management > employee Basic information page. • Departed employees can only be imported using the `Name[userID]` format. User IDs for departed employees are available in the DingTalk admin console > Contacts > Smart HR > Offboarding management > Departed employees.	Example using user ID: • User multiselect: `John Doe[yida777],Jane Doe[yida888],Alex Lee[yida999]` • User single select: `John Doe[yida888]` Example using Employee ID: • User multiselect: `John Doe(777),Jane Doe(888),Alex Lee(999)` • User single select: `John Doe(888)`
Attachment	URLs of the attachments to import. URLs must meet the following requirements: • Must start with `http://` or `https://`. • Separate multiple URLs with an English comma `,`. • URLs must be publicly accessible without additional authentication parameters. Leave the cell empty if the resource is unavailable. • File format is not validated by default, and preview is not supported. • The import and export formats are consistent. For example, attachments submitted through a form can be exported and then bulk-imported again successfully.	`https://img.alicdn.com/imgextra/i3/O1CN01XcfOQL1Gc4xwrXIP6_!!6000000000642-2-tps-1636-800.png`
Image upload	URLs of the images to import. Image URLs must meet the following requirements: • Must start with `http://` or `https://`. • Separate multiple URLs with an English comma `,`. • URLs must be publicly accessible without additional authentication parameters. Leave the cell empty if the resource is unavailable. • Only `.png`, `.jpg`, `.jpeg`, and `.gif` formats are supported. Preview is supported. • Rows that fail validation are logged as errors. • The import and export formats are consistent. For example, images submitted through a form can be exported and then bulk-imported again successfully.	Image URL
Associated form	Associated form import supports two formats: “Title[Instance ID]” and “main information”.	Associated form title[FINST-GO766481LI61UXEQCX2YV7JUGRKW2EVCZD64L0] or Associated form main information

Notes

Keep the following in mind when uploading an Excel file:

File size must not exceed 10 MB, and a single sheet must not contain more than 5,000 rows.
Only .xls and .xlsx file formats are supported.
Make sure the header of the sheet you want to import contains no empty cells; otherwise the system will not import that sheet.
Filtering bulk-imported data by built-in variables is not supported.
Excel formulas such as SUM or =H2*J2 are not supported in the import file.
Imported images and attachments are stored and count toward your attachment quota.
Cross-tab Pivot tables cannot be imported.

FAQ

Q: How do I bulk-import subform data?

Method 1: A new way to bulk-import and export subform data is now available. For details, see Subform. Method 2: Use the Excel data format below. For example, consider the subform in the inventory form shown below.

Form definition	Form definition diagram
Excel data view	Excel data view diagram
Imported data view	Imported data view diagram
Field mapping configuration	Field mapping configuration diagram

Q: The message “Importing data, please wait…” keeps showing, but no data is added. Why?

Check whether any columns in the Excel file are calculated by formulas (such as SUM or =H2*J2). Excel files that contain such formulas cannot be imported, and forcing the import may cause various errors.

Q: Why can the Date component be imported successfully even when the format differs from the one configured on the form?

The bulk import automatically pads or trims the precision of date values based on the date format configured in the form designer. Examples: Import result:

Q: Why do some numeric cells sometimes fail to import during bulk import?

A: When importing data that contains numbers, if you use the Numerical component, the cell format in Excel must be set to Number or General.

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Excel Format Requirements

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FAQ