update an existing table from excel
I know I can create a table by importing an excel file. Once the file is created can I add NEW records to the file by importing the new records from an excel file or do I have to add the new records one at a time in the TrackVia form for the table?
You can import into an existing table to update records from the App Overview page. You will find the import icon within the box that contains the table's details. For more information, please see our How to Import Data article at http://help.trackvia.com/knowledgebase/articles/371965-how-to-import-data.
The feature to be able to import and add new records via Excel is currently available, however the feature to import and update existing records is in the development phase. We do expect it to be released early this summer and will update these articles as new features become available. In the current version, new records can be added via Excel as long as the column headers in Excel are an exact match to the field names in your table.