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Readme

RSI react-spreadsheet-import-dynamic-extension ⚡️

GitHub Workflow Status GitHub

A component used for importing XLS / XLSX / CSV documents built with Chakra UI. Import flow combines:

📥 Uploader
⚙️ Parser
📊 File preview
🧪 UI for column mapping
✏ UI for validating and editing data

✨ Demo ✨

Features

Custom styles - edit Chakra UI theme to match your project's styles 🎨
Custom validation rules - make sure valid data is being imported, easily spot and correct errors
Hooks - alter raw data after upload or make adjustments on data changes
Auto-mapping columns - automatically map most likely value to your template values, e.g. name -> firstName

rsi-preview

Figma

We provide full figma designs. You can copy the designs here

Getting started

npm i react-spreadsheet-import

Using the component: (it's up to you when the flow is open and what you do on submit with the imported data)

import { ReactSpreadsheetImport } from "react-spreadsheet-import";

<ReactSpreadsheetImport isOpen={isOpen} onClose={onClose} onSubmit={onSubmit} fields={fields} />

Required Props

  // Determines if modal is visible.
  isOpen: Boolean
  // Called when flow is closed without reaching submit.
  onClose: () => void
  // Called after user completes the flow. Provides data array, where data keys matches your field keys. 
  onSubmit: (data, file) => void | Promise<any>

Fields

Fields describe what data you are trying to collect.

const fields = [
  {
    // Visible in table header and when matching columns.
    label: "Name",
    // This is the key used for this field when we call onSubmit.
    key: "name",
    // Allows for better automatic column matching. Optional.
    alternateMatches: ["first name", "first"],
    // Used when editing and validating information.
    fieldType: {
      // There are 3 types - "input" / "checkbox" / "select".
      type: "input",
    },
    // Used in the first step to provide an example of what data is expected in this field. Optional.
    example: "Stephanie",
    // Can have multiple validations that are visible in Validation Step table.
    validations: [
      {
        // Can be "required" / "unique" / "regex"
        rule: "required",
        errorMessage: "Name is required",
        // There can be "info" / "warning" / "error" levels. Optional. Default "error".
        level: "error",
      },
    ],
  },
] as const

Optional Props

Hooks

You can transform and validate data with custom hooks. There are hooks after each step:

uploadStepHook - runs only once after uploading the file.
selectHeaderStepHook - runs only once after selecting the header row in spreadsheet.
matchColumnsStepHook - runs only once after column matching. Operations on data that are expensive should be done here.

The last step - validation step has 2 unique hooks that run only in that step with different performance tradeoffs:

tableHook - runs at the start and on any change. Runs on all rows. Very expensive, but can change rows that depend on other rows.
rowHook - runs at the start and on any row change. Runs only on the rows changed. Fastest, most validations and transformations should be done here.

Example:

<ReactSpreadsheetImport
  rowHook={(data, addError) => {
    // Validation
    if (data.name === "John") {
      addError("name", { message: "No Johns allowed", level: "info" })
    }
    // Transformation
    return { ...data, name: "Not John" }
    // Sorry John
  }}
/>

Initial state

In rare case when you need to skip the beginning of the flow, you can start the flow from any of the steps.

initialStepState - initial state of component that will be rendered on load.

  initialStepState?: StepState
  
  type StepState =
    | {
        type: StepType.upload
      }
    | {
        type: StepType.selectSheet
        workbook: XLSX.WorkBook
      }
    | {
        type: StepType.selectHeader
        data: RawData[]
      }
    | {
        type: StepType.matchColumns
        data: RawData[]
        headerValues: RawData
      }
    | {
        type: StepType.validateData
        data: any[]
      }

  type RawData = Array<string | undefined>

  // XLSX.workbook type is native to SheetJS and can be viewed here: https://github.com/SheetJS/sheetjs/blob/83ddb4c1203f6bac052d8c1608b32fead02ea32f/types/index.d.ts#L269

Example:

import { ReactSpreadsheetImport, StepType } from "react-spreadsheet-import";

<ReactSpreadsheetImport
  initialStepState={{
    type: StepType.matchColumns,
    data: [
      ["Josh", "2"],
      ["Charlie", "3"],
      ["Lena", "50"],
    ],
    headerValues: ["name", "age"],
  }}
/>

Dates and time

Excel stores dates and times as numbers - offsets from an epoch. When reading xlsx files SheetJS provides date formatting helpers. Default date import format is yyyy-mm-dd. Date parsing with SheetJS sometimes yields unexpected results, therefore thorough date validations are recommended.

dateFormat - sets SheetJS dateNF option. Can be used to format dates when importing sheet data.
parseRaw - sets SheetJS raw option. If true, date formatting will be applied to XLSX date fields only. Default is true

Common date-time formats can be viewed here.

Other optional props

  // Allows submitting with errors. Default: true
  allowInvalidSubmit?: boolean
  // Translations for each text. See customisation bellow
  translations?: object
  // Theme configuration passed to underlying Chakra-UI. See customisation bellow
  customTheme?: object
  // Specifies maximum number of rows for a single import
  maxRecords?: number
  // Maximum upload filesize (in bytes)
  maxFileSize?: number
  // Automatically map imported headers to specified fields if possible. Default: true
  autoMapHeaders?: boolean
  // When field type is "select", automatically match values if possible. Default: false
  autoMapSelectValues?: boolean
  // Headers matching accuracy: 1 for strict and up for more flexible matching. Default: 2
  autoMapDistance?: number
  // Enable navigation in stepper component and show back button. Default: false
  isNavigationEnabled?: boolean

Customisation

Customising styles (colors, fonts)

You can see default theme we use here. Your override should match this object's structure.

There are 3 ways you can style the component:

1.) Change theme colors globally

    <ReactSpreadsheetImport
        {...mockRsiValues}
        isOpen={isOpen}
        onClose={onClose}
        onSubmit={setData}
        customTheme={{
          colors: {
            background: 'white',
            ...
            rsi: {
              // your brand colors should go here
              50: '...'
              ...
              500: 'teal',
              ...
              900: "...",
            },
          },
        }}
      />

2.) Change all components of the same type, like all Buttons, at the same time

<ReactSpreadsheetImport
  {...mockRsiValues}
  isOpen={isOpen}
  onClose={onClose}
  onSubmit={setData}
  customTheme={{
    components: {
      Button: {
        baseStyle: {
          borderRadius: "none",
        },
        defaultProps: {
          colorScheme: "yellow",
        },
      },
    },
  }}
/>

3.) Change components specifically in each Step.

    <ReactSpreadsheetImport
        {...mockRsiValues}
        isOpen={isOpen}
        onClose={onClose}
        onSubmit={setData}
        customTheme={{
          components: {
            UploadStep: {
              baseStyle: {
                dropzoneButton: {
                  bg: "red",
                },
              },
            },
          },
        }}
      />

Underneath we use Chakra-UI, you can send in a custom theme for us to apply. Read more about themes here

Changing text (translations)

You can change any text in the flow:

<ReactSpreadsheetImport
  translations={{
    uploadStep: {
      title: "Upload Employees",
    },
  }}
/>

You can see all the translation keys here

VS other libraries

Flatfile vs react-spreadsheet-import and Dromo vs react-spreadsheet-import:

	RSI	Flatfile	Dromo
Licence	MIT	Proprietary	Proprietary
Price	Free	Paid	Paid
Support	Github Issues	Enterprise	Enterprise
Self-host	Yes	Paid	Paid
Hosted solution	In development	Yes	Yes
On-prem deployment	N/A	Yes	Yes
Hooks	Yes	Yes	Yes
Automatic header matching	Yes	Yes	Yes
Data validation	Yes	Yes	Yes
Custom styling	Yes	Yes	Yes
Translations	Yes	Yes	Yes
Trademarked words `Data Hooks`	No	Yes	No

React-spreadsheet-import can be used as a free and open-source alternative to Flatfile and Dromo.

Contributing

Feel free to open issues if you have any questions or notice bugs. If you want different component behaviour, consider forking the project.

Credits

Created by Ugnis. Julita Kriauciunaite and Karolis Masiulis. You can contact us at info@ugnis.com