Import a JSON file with customer or product information to use in your forms.
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This feature is available in the Leaf, Branch, Tree and Forest plans. Check our plans.
1. JSON file
In order to have your data imported to your work order, you need to have a JSON file in a correct format. You can export this type of file from another system or create it manually. Pay attention: every object needs an id in lower case letters. You can add as many 'columns' as you like, by adding key-value pairs.
Take a look at the following example:
To give you an idea, this is identical to the following Data Source in Google Sheets (or Excel):
3. Add a Data Source
Once you have your URL ready, go to the MoreApp Platform. Open Data Sources and click on + Add a data source. Insert a name for your new data source. Select URL as Type and enter the URL. If the URL needs basic authentication you can fill in the username and password. Optionally, if your URL requires parameters, you could add these as well.
Select the desired Update Interval. It ranges from every 15 minutes to every week. Click on Save.
4. Import your data
After adding the data source, you'll need to import the data by clicking on Schedule import at the Data Sources tab. Now add it to your work order app, by selecting the form and clicking on Edit Form. Go to the Pro widgets tab and add a Search-widget to your form, so the user can search through the data. Click on the pencil to edit the Search-widget. You can name the widget under Label. Select the data source you just created. Once you select the data source, click Save and then lastly click on Save & Publish.
You have successfully imported data from an URL. The data is now automatically updated and available in your form!
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