Excel and CSV imports
Start from common spreadsheet formats instead of rebuilding every record by hand.
Connect existing data and tools
Bring spreadsheet data into a workflow that can grow
Import Excel and CSV records, export table data, and connect supported systems through webhooks and APIs. Adopt the workspace gradually without requiring a full tool replacement on day one.
- Excel and CSV workflows
- Webhooks and APIs
- Controlled public sharing
Import and integrations screenshot
Show the spreadsheet import flow or a webhook connection diagram.
How it works
Connect without disrupting every existing tool
Start with a spreadsheet or one focused integration, then extend the workflow as your team is ready.
- 01
Import a spreadsheet
Choose an .xlsx, .xls, or .csv file and use its rows as the starting records for a table.
- 02
Check the table structure
Review field names and types, then adjust the structure before your team relies on it.
- 03
Connect an existing system
Use the supported webhook or API flow to pass structured data into or out of the workflow.
- 04
Keep work moving in DataGridly
Use the imported or connected records with table views, automations, permissions, and reporting.
What you can do
A gradual path from spreadsheets to connected workflows
Bring data in, work with it, and connect other tools where the product supports the integration.
Table exports
Export table data for offline review or downstream use where the export format is supported.
Webhooks and APIs
Connect external software using structured requests and the available integration endpoints.
Public table links
Share selected rows and columns through a public link with an expiry period or one-time access, plus controls for Excel downloads and printing.
A practical example
Example: move an existing team tracker forward
Import the current job list from Excel, add consistent status and owner fields, then connect a webhook so a completed job can be passed to another system. The team can keep its current tools while automating one useful handoff at a time.
Data import & integrations
Example workflow
- 1Import a spreadsheetChoose an .xlsx, .xls, or .csv file and use its rows as the starting records for a table.
- 2Check the table structureReview field names and types, then adjust the structure before your team relies on it.
- 3Connect an existing systemUse the supported webhook or API flow to pass structured data into or out of the workflow.
Common questions
What to know before you get started
Which spreadsheet formats can I import?
The table creation flow accepts .xlsx, .xls, and .csv files.
Can DataGridly connect to every third-party application directly?
Integrations depend on the available API and webhook capabilities. Check the integration documentation or request a demo before planning a specific connection.
Can I share data with people outside my organization?
Yes. Public links can include selected rows and columns, with expiry, one-time access, Excel download, and printing controls.
Explore related features
Smart tables
Create a flexible no-code workspace with custom field types, connected records, formulas, filters, and spreadsheet imports. Organize business data around the way your team works.
Explore featureAutomations
Create automations for a selected organization and table. Choose when a workflow starts, add record conditions, and configure an action such as an in-app notification, email, field update, assignment, or approval request.
Explore featurePublic sharing
Create a public link for selected table rows and columns. Set when the link expires, make it one-time, and choose whether recipients can download an Excel file or print the shared view.
Explore featureSee it with your workflow
Start with one process. Build from there.
Try DataGridly with your own records or book a walkthrough focused on the way your team works.