Importing data to existing forms

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  • February 6, 2025 at 2:17 PM #51612

    Courtney Craig
    Participant

    Hey all,

    I am by no means a coder, but I love Tap Forms and use it in the business I work for. I have a dilemma that I am hoping someone might be able to help with.

    Context – we take school photos and have parents complete an authorisation form at the beginning of every year for what their student can order throughout the year.

    I’m hoping to write a script that will take the CSV data I receive from the parents and merge it with the school provided student data, based on a unique identifier like a student number. Has anyone done something similar and be able to help?

    The CSV contains a fair amount of data, parents can select what they want their son to order for several different photos, along with credit card information and shipping information.

    Thanks,
    Courtney

    February 6, 2025 at 4:02 PM #51614

    Daniel Leu
    Participant

    You could import your CSV data into a separate form using TapForms import function. Then you link the two forms together using the join relationship with the student identifier fields set to match values.

    Now you can get all the information from the import in your main form. You could use a field script to extract some information to make it more legible.

    February 9, 2025 at 8:14 PM #51624

    Courtney Craig
    Participant

    Thanks Daniel! I’ll have a play around with relationship database building, do you have any tips?

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