GoCanvas Getting Started » Utilize Data
Utilize Your Data
Leverage our Reference Data feature early and often to enhance your workflow by:
- Populating drop down menus: Instantly fill drop down menus with predefined lists, eliminating manual entry and ensuring consistency.
- Auto-populating fields: Automatically fill fields based on previous inputs, saving your users valuable time during data collection.
- Syncing with external sources: Seamlessly integrate and sync your data with external sources, keeping your information up to date and easily accessible.
This feature is ideal for managing lists of:
- Customers
- Employees
- Products
- Pricing
- Accounting codes
- Any other data specific to your business
In addition to Customers, Projects, and Sites that are integrated into the left navigation, Reference Data can also be imported using a Google Sheet, comma-separated value (CSV) files, syncing with your preferred data management tools (like Procore), or using GoCanvas web services.
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1. Set-Up Account
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2. Customize
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3. Publish
Publish forms to mobile and use them in the field. Stay connected to the office.
4. Utilize Data
Keep all info in one place. Upload data ahead to make quick decisions on the go.
5. Add Users
Add your team to GoCanvas and stay in sync, whether in the office or the field.
6. Design PDFs
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7. Explore FAQs
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