How to input and export data to Fohlio

When you need to input information/projects to Fohlio, it is recommended that you follow these steps:

1. Discuss the template with your Fohlio account team or contact us via Live Chat in the bottom right corner.

2. Confirm the exact fields to be used from the template to be created as columns in Fohlio, that includes Categories, Multiple check columns, Supplier list, and documents if they exist. You can also mention the quantity on how It's going to be calculated

3. Create the fields and columns in your Fohlio account

4. Once confirmed, do not add or remove any columns so that it doesn't affect the template

5. Add an “Area column” to the Fohlio template to upload per area

6. If necessary, you can create a small test upload to confirm

7. You can start the migrating process and upload the data in Excel

8. Double-check the template received and the Excel export from Fohlio to make sure columns and information match and nothing is missing. Tips: Check the divisions, quantities, columns, and multi-choice columns.

9. For multi-choice columns, the options should be in this format (press “alt” when in Excel to have it in this view)
   -OPTION A
   -OPTION B
   Options in this format will not be uploaded: OPTION A, OPTION B

10. At the moment, if each item/spec has more than one image you need to upload those images manually or contact the Fohlio team for options.

Note: the template downloaded from Fohlio should be final, as if there are any differences between templates it will show up as invalid.
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​We hope this article was helpful, please rate the article, and reach us via Live Help if you still need assistance.