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February 2024 - Release Notes
February 2024 - Release Notes

List properties uploading, Xero bills integration, and more!

Sam avatar
Written by Sam
Updated over a week ago

Dashpivot Updates

โšก List properties uploading now supported

When you create a list by uploading a CSV, you can now upload many columns of data as list properties. This makes it easier and faster to bulk upload rich information into your lists. You'll just need to make sure your data is the correct format before uploading.

Please be aware this feature is in 'beta' and currently only supports uploading CSVs with max 200 rows (list items).

โš™๏ธ Form CSV downloads now include more data

You can now see the 'Form ID' and 'Last Updated' information in the forms register view, giving you more ways to and find and identify your form records. And when downloading forms as a CSV, photo and table fields now include their field names in the download.

Flowsite Updates

๐Ÿ’ฐ Xero bills integration

You can now automatically create a bill in Xero and instantly populate it with data from a Dashpivot form when signed off in a workflow. Like all of Flowsite's Xero integrations, this process helps streamline the movement of data between systems, replacing manual work with automation.

โœจ Auto-populate a single Xero invoice from multiple Dashpivot forms

The Xero invoices integration in Flowsite now allows you to choose whether Dashpivot forms should overwrite, combine or create a brand new invoice (per contact) in a given period. This means that if you have multiple Dashpivot forms with data that should go into a single Xero invoice, this can be populated automatically, eliminating manual merging of data.

โฐ 4-12hr triggers for Excel and PowerBI integrations

We've enhanced the Excel and PowerBI integrations by supporting more frequent refresh rates, allowing you to have up-to-date data passing into Excel/PowerBI when needed.

๐Ÿ”ฎ What's Next?

To see what's in progress now and what's coming up, check out our roadmap:

๐Ÿ“ฃ Shout out to Sitemate engineers!

A big thanks to the ongoing efforts of our engineers. In particular, a thanks to:

  • PH for leading the team on the Dashpivot lists uploading feature

  • Yuncheng for the CSV download enhancements

  • Maricar for leading the team on the Xero invoice integration upgrades

  • Dylan for building Flowsite's Xero bills integration

  • Ken for his work on the 4/12hr triggers in Flowsite

๐Ÿ’ก Have ideas or feedback for us?

Our team is always looking for small things we can fix to improve your experience using Dashpivot. Let us know your thoughts via live chat on the Dashpivot website, or reply to our product update emails to get in touch ๐Ÿ‘‹

Remember to update the Dashpivot app on your phone to access the latest fixes and features.

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