Prerequisite: Enable Data Push
Before any data can be sent, the option must be enabled on the relevant form.
Go to the Mobile tab in the form settings.
Enable the Allow data push option.
Click Save.
Pre-filled data can be sent in four ways:
One by one from Web entry,
One by one from the Planning,
In bulk via CSV/Excel import
In bulk via API
Sending data via Web entry
This method is used to send a single data entry to one user.
To enter a data record, go to the Data menu, then:
Either via the History tab,
Or via the Enter data tab.
Click the + Enter data button.
Fill in the fields, then click the Transfer button.
Select the recipient from the list and answer YES to the question "Do you want to transfer to this user?"
The data is immediately sent to the recipient's mobile app.
⚠️ You can pre-fill Photo, Drawing, and Attachment fields. However, you cannot pre-fill a Schema field, as it is incompatible with Web entry.
👉 See the list of compatible fields at the bottom of the page
2. Sending data from the Planning
This method is used to send a single data entry to one user.
To access the Planning, go to the Data menu, then the Planning tab.
Click the + Create button.
Select the form name,
Enter a start date and time for the visit
Enter an end date and time for the visit
Save
This opens a Web entry form
Fill in the fields, then click the Transfer button.
Select the recipient from the list and answer YES to the question "Do you want to transfer to this user?"
The data is immediately sent to the recipient's mobile app.
⚠️ You can pre-fill Photo, Drawing, and Attachment fields. However, you cannot pre-fill a Schema field, as it is incompatible with Web entry.
👉 See the list of compatible fields at the bottom of the page
3. Sending data via Excel import
This method is used to send data in bulk to one or more users.
3.1. Preparing the Excel template
Follow the steps described in our Imports (Push) Tab tutorial
3.2. Filling in the Excel file
You can use the template prepared in the previous step, or create your own file.
Rules to follow:
The first column of the file must be named Recipients and must contain the user's login ID.
💡 User login IDs can be found on their profile page, under My Users
Columns must follow the order of the fields selected in the Imports (Push) tab
Column headers must match the field names
Specific formatting rules:
Field type | Expected format |
|
Checkbox | true (checked) or false (unchecked) |
|
Field with a default value | The value must be entered |
|
Geolocation | Latitude,Longitude with no space (e.g., 44.1805194602862,4.763032597307177) |
|
Multiple-choice list | Values separated by commas (with or without spaces) |
|
Reference | Must be entered exactly as written in the list (case-sensitive) |
|
⚠️ It is not possible to include media in Photo, Drawing, or Schema fields.
👉 See the list of compatible fields at the bottom of the page
📚 To pre-fill tables, see the tutorial on Advanced Push.
3.3. Importing the file
Go to Data > History and select the form.
Click Import CSV/Excel (top right).
Drop or select your file via Browse.
Click Import.
A green notification appears showing the number of data entries (rows) successfully sent.
If the file contains an error, a red notification appears, indicating the error and the line number where it occurred.
For example, if you add a space after the comma in a geolocation value (44.1805194602862, 4.763032597307177)
Click Close.
4. Sending data via API
📚 See section 1.3 of the Data Operations tutorial
5. Tracking the status of sent data
From the data history, the Status column lets you track the progress of each Push.
Icon | Status | Meaning |
Black checkmark | Completed | The form entry is complete (not via push) |
Orange plane | Pushed | The data has been sent to the mobile device, but the user has not yet opened their inbox |
Red arrow | Received | The user has opened their inbox |
Green checkmark | Completed (push) | The user has completed and saved the pushed data |
💡 For easier readability, you can filter by the Status column.
6. Making fields read-only
If certain information should not be editable by users, you can lock the relevant fields.
To do this, simply enable the Read-only when editing or Push available option, found in the Advanced tab of the field settings.
The field will be visible to the user but not editable.
7. Fields compatible with Push import
Field | Compatibility |
Adress | ✅ |
Audio | ❌ |
Calculation | ❌ |
Checkbox | ✅ |
Text input | ✅ |
Choice | ✅ |
Barcode / QR Code | ✅ |
Counter | ✅ |
Contact | ✅ |
Date and time | ✅ |
Drawing | ❌ |
Fixed file | ❌ |
Geolocation | ✅ |
Fixed image | ❌ |
List | ✅ |
Attachment | ❌ |
Photo | ❌ |
Reference | ✅ |
Schema | ❌ |
Separator | ❌ |
Signature | ❌ |
Slider | ✅ |
Table | ✅ |
NFC Tag | ✅ |
Fixed Text | ❌ |
Text area | ✅ |