There are multiple ways to create records in ExtendInsights. Since you're working in Excel, you have the flexibility to enter data manually or use Excel’s built-in features for efficiency.
Ways to Enter Data
Use formulas
Reference data from other sheets to automate data entry.
For formulas to be recognize, check if the cell field format is set to General.
Copy/paste data prepared from other systems
If you have data from other systems, you can prepare them beforehand and easily use the copy/paste feature of Excel and you are ready to upload in a few clicks!
Manually key in data using picklist to get the values
Type directly into the cells and use the picklist feature to select values for list fields.
Picklist Feature
Use the picklist feature to select items from the list.
Using the Picklist Feature
Picklist Selection Pane: Click on a cell to view and select available values from your data source.
Dynamic Picklist Entry: Start typing, and ExtendInsights will auto-identify matching values. If an exact match is found, it will be applied automatically.
Handling Multiple Matches: If there are multiple possible matches, a selection dialog will appear to help you choose the correct value.
Type Data into the sheet
ExtendInsights dynamically identifies picklist values while you type data into the sheet and tab/enter off the cell. Just put in the part of the name, no need to remember or look up the Ids.
Picklist is a handy feature that will help accurately send data to your data source. To know more about the picklist feature visit this article!