Creating an App from an Excel File

You can create a new app by importing an Excel file. While you are creating an app, data in the file can be imported. Let's try to create an app from an Excel file that you use in your business.

To import data from a CSV file, see Creating an App from a CSV File. To import data from an Excel file to an existing app, see Create/Update Records in Bulk: Importing a File.

Overview of Creating an App from an Excel File

STEP 1. Make sure that the Excel file used in your business or a copy of the original file is ready to use.
Arrow
STEP 2. Edit the Excel file to format the data so that it can be imported to kintone, and then save the Excel file.
Arrow
STEP 3. Use a wizard to import the file.

To Create an App from an Excel File:

  1. Format data in the Excel file so that the data can be imported to kintone.
    Save the completed file on your PC. Sample file

  2. From the top page of kintone, in the Apps section, click Plus (+) icon. Top page

  3. Click "Create from Excel". Marketplace screen

  4. Click "Continue". Start creating screen

  5. Select the check boxes to confirm the check points, and then click "Continue to the Upload screen". Start creating screen

  6. Click "Browse", and select a file to import. Import file screen

  7. When the "Import Range of the Excel File" dialog box appears, specify a data range to import to kintone.
    The "Import Range of the Excel File" dialog box does not appear if the system automatically recognizes the imported data range. Specifying a data range to import

  8. Check that the first row of the preview displays item names, which will be used as field names.
    When the first row has an empty cell or merged cell, the system names the field automatically.
    Example) For an empty cell: Field_B*
      For a merged cell containing the value "Address": Address(2)*
    To change the data to import, click "Change the data range" to specify a different range. Checking the preview

  9. Check if auto-suggested field types are correct.
    kintone automatically sets appropriate field types based on the data of the top 100 rows in the Excel file. Generally, you do not have to change the field types.
    For items that you do not want to import from the Excel file, set the Field Type to "(Skip this row)". Checking field types

  10. Click "Convert" on the bottom right side of the screen.
    If clicking "Convert" results in an error, see Troubleshooting When Creating an App from an Excel or CSV File. Click Convert

  11. When the import finishes, check the created app.
    When you click the app name displayed in the portal, the record list screen appears.
    You can change the name and icon of the app from the app settings page.
    You can change the placement of fields by opening the app settings page and then navigating to the Form screen.
    Checking the created app

When an Error Appears

When solutions described in the steps above do not work for you, see Troubleshooting When Creating an App from an Excel or CSV File page.

Q&A

  • Can you import the display format settings and the conditional formatting of cells?
    kintone can import files that have such settings. However, the display formats or conditional formats in Excel are not applied to apps on kintone.

  • For cells with formulas, can you import the formulas and the results?
    You can import only the resulted values.

  • Can I import a file to create an app that will have a table?
    No.
    Instead, you can import data that contains a table after creating an app.

  • I want to change system-determined field types. However, the options do not include the Multi-choice field or the Check Box field.
    When creating an app from a file, you cannot select the Multi-choice field or the Check Box field as field types.
    For details, see Unavailable Field Types.
    Note that you cannot change field types after an app is created.