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Bulk add records from Excel

Use this flow when you have Excel (or similar tabular data) and want to import records in batch into a form linked to a QR code.

Conclusion

OpenAPI V2 currently does not provide an official Excel upload/import or atomic batch-add endpoint.

Recommended approach: parse Excel locally, then call Add record row by row.

Step 1: Determine target QR code and form

Follow Submit a record to a form under a QR code first to get:

  • code_id
  • tpl_id
  • structured IDs required by form fields

Step 2: Parse Excel locally

Read Excel on the client side, map each row to an internal object, then map to API fields[] structure.

Step 3: Call addRecord per row

Call Add record for each row.

This is fundamentally:

  • multiple single submissions
  • non-atomic batch processing
  • per-row independent success/failure

Capabilities you should implement on your side

Because platform-side transactional batch semantics are not provided, implement these client-side:

  • row-level validation
  • error aggregation
  • idempotency control
  • retry strategy
  • import progress and result reporting

Common notes

  • Do not interpret this as “upload one Excel and let platform import all at once.”
  • Failure of one row does not roll back previously successful rows.
  • Before bulk import, call Get form template to lock field mapping and avoid hardcoding by display text.