The addition of bulk paste capability to the Grid View allows you to easily paste data copied from tools like Excel, Sheets, and Numbers, making it easy to transfer large amounts of data quickly and easily.
Plan Availability | All plan types |
Permissions | Solution Creator, General Access, Administrator Guest role: Only able to change Status field |
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Key Features of Bulk Paste
Automatic Table Recognition: Data is intelligently distributed across rows and columns when pasted.
Flexible Import Location: Paste into any location without disrupting existing data to the left or above your selected cell.
Visibility-Driven Pasting: Data is only pasted into visible columns, with options to add new columns if needed.
How to Use Bulk Paste
Copy Your Data:
Select and copy data from a tool like Excel, Sheets, or Numbers.
Choose Your Starting Cell:
Click on the cell in Grid View where you'd like the pasted data to begin.
Paste the Data:
Press
Cmd+V(Mac) orCtrl+V(Windows) to paste.The data will be added starting from the selected cell.
Notes:
Row Limits: The number of pasted rows cannot exceed the table's maximum record capacity.
Column Limits: If your pasted data includes more columns than visible, you'll be prompted to add new columns.
Additional Tips for Using Bulk Paste
After pasting, you can modify column field settings to align with your data types.
Use this feature to quickly update or input data in bulk, saving time on manual entry.
Practical Scenarios and Use Cases
1. Sales Data Import
Scenario: A sales team wants to quickly input customer contact lists into the CRM grid.
Solution: Copy customer details from a spreadsheet and paste them into the grid, with the ability to add columns for new fields.
2. Project Updates
Scenario: A project manager needs to update task statuses for a large project.
Solution: Copy the updated task data from a project planning sheet and paste it directly into the relevant table.
3. HR Records Upload
Scenario: The HR team is onboarding a batch of employees and needs to upload their information into the system.
Solution: Copy the employee records from an HR management tool and paste them into the Grid View, adding any missing columns as needed.