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Filament Excel Import

Latest Version on Packagist Total Downloads

This package adds a new feature to your filament resource, allowing you to easily import data to your model

This package brings the maatwebsite/laravel-excel functionalities to filament. You can use all the maatwebsite/laravel-excel features in your laravel project

🛠️ Be Part of the Journey

Hi, I'm Eighty Nine. I created excel import plugin to solve real problems I faced as a developer. Your sponsorship will allow me to dedicate more time to enhancing these tools and helping more people. Become a sponsor and join me in making a positive impact on the developer community.

Installation

You can install the package via composer:

composer require eightynine/filament-excel-import

Usage

Before using this action, make sure to allow Mass Assignment for your model. If you are doing a custom import, this is not necessary.

<?php

namespace App\Models;

use Illuminate\Database\Eloquent\Model;

class Client extends Model
{
    /**
     * The attributes that are mass assignable.
     *
     * @var array
     */
    protected $fillable = ['name', 'phone', 'email'];
}

For example, if you have a 'ClientResource' in your project, integrate the action into ListClients class as demonstrated below:

namespace App\Filament\Resources\ClientResource\Pages;

use App\Filament\Resources\ClientResource;
use Filament\Actions;
use Filament\Resources\Pages\ListRecords;

class ListClients extends ListRecords
{
    protected static string $resource = ClientResource::class;

    protected function getHeaderActions(): array
    {
        return [
            \EightyNine\ExcelImport\ExcelImportAction::make()
                ->color("primary"),
            Actions\CreateAction::make(),
        ];
    }
}

Customise Import Process

Using a closure

You can use a closure to process the collection after it has been imported.

    protected function getHeaderActions(): array
    {
        return [
            \EightyNine\ExcelImport\ExcelImportAction::make()
                ->processCollectionUsing(function (string $modelClass, Collection $collection) {
                    // Do some stuff with the collection
                    return $collection;
                }),
            Actions\CreateAction::make(),
        ];
    }

Using your own Import class

If you wish to use your own import class to change the import procedure, you can create your own Import class.

php artisan make:import MyClientImport

Then in your action use your client import class

    protected function getHeaderActions(): array
    {
        return [
            \EightyNine\ExcelImport\ExcelImportAction::make()
                ->slideOver()
                ->color("primary")
                ->use(App\Imports\MyClientImport::class),
            Actions\CreateAction::make(),
        ];
    }

Form Customisation

You can customise the form by using the beforeUploadField and afterUploadField methods. These methods accept an array of fields that will be added to the form before and after the upload field. You can also use the uploadField method to customise the upload field.

    protected function getHeaderActions(): array
    {
        return [
            \EightyNine\ExcelImport\ExcelImportAction::make()
                ->slideOver()
                ->color("primary")
                ->use(App\Imports\MyClientImport::class)
                // Add fields before the upload field
                ->beforeUploadField([
                    TextInput::make('default_password'),
                    TextInput::make('default_status'),
                ])
                // Or add fields after the upload field
                ->afterUploadField([
                    TextInput::make('default_password'),
                    TextInput::make('default_status'),
                ])
                // Or customise the upload field
                ->uploadField(
                    fn ($upload) => $upload
                    ->label("Some other label")
                )
                // Use the additional form fields data
                ->beforeImport(function (array $data, $livewire, $excelImportAction) {
                    $defaultStatus = $data['default_status'];
                    $defaultPassword = $data['default_password'];

                    // When adding the additional data, the data will be merged with 
                    // the row data when inserting into the database
                    $excelImportAction->additionalData([
                        'password' => $defaultPassword,
                        'status' => $defaultStatus
                    ]);

                    // When adding the custom import data, the data will be available in
                    // the custom import as $this->customImport data, when the custom import extends the
                    // Default import.
                    $excelImportAction->customImportData([
                        'other_details' => [ 1, 2, 3, 4],
                        'age' => 5
                    ]);

                    // Do some other stuff with the data before importing
                })
                ,
            Actions\CreateAction::make(),
        ];
    }

Custom Upload Disk

To use a custom upload disk, you can publish the config file and customise the upload_disk config.

php artisan vendor:publish --tag=excel-import-config

Then in your config file, you can customise the upload_disk config.

return [
    /**
     * File upload path
     * 
     * Customise the path where the file will be uploaded to, 
     * if left empty, config('filesystems.default') will be used
     */
    'upload_disk' => 's3',
];

Performing Actions Before and After Import

You can perform actions before and after import by using the beforeImport and afterImport closures.

$data is the data that is submitted via the form, meaning the file upload is also available in $data['upload'], and $livewire is the Livewire instance that the action is being performed on (in this case, the ListClients class).

    protected function getHeaderActions(): array
    {
        return [
            \EightyNine\ExcelImport\ExcelImportAction::make()
                ->slideOver()
                ->color("primary")
                ->use(App\Imports\MyClientImport::class)
                ->beforeImport(function ($data, $livewire, $excelImportAction) {
                    // Perform actions before import
                })
                ->afterImport(function ($data, $livewire, $excelImportAction) {
                    // Perform actions after import
                }),
            Actions\CreateAction::make(),
        ];
    }

Data Validation

You can validate the data before importing by using the validateUsing method. This method accepts an array of rules that will be used to validate the data. You can use all the rules from the Laravel validation system.

    protected function getHeaderActions(): array
    {
        return [
            \EightyNine\ExcelImport\ExcelImportAction::make()
                ->validateUsing([
                    'name' => 'required',
                    'email' => 'required|email',
                    'phone' => ['required','numeric'],
                ]),
            Actions\CreateAction::make(),
        ];
    }

Mutating data before and after validation

In some cases you may want to mutate the data before or after validation, in order to achieve this, you can use mutateBeforeValidationUsing and mutateAfterValidationUsing functions methods.

    \EightyNine\ExcelImport\ExcelImportAction::make()
        ->mutateBeforeValidationUsing(function(array $data): array{
            $data['date'] = Carbon::make((string) str($value)->replace('.', '-'));
            return $data;
        })
        ->validateUsing([
            'name' => 'required',
            'email' => 'required|email',
            'phone' => ['required','numeric'],
        ])
        ->mutateAfterValidationUsing(
            closure: function(array $data): array{
                $data['date'] = $data['date']->format('Y-m-d');
                return $data;
            },
            shouldRetainBeforeValidationMutation: true // if this is set, the mutations will be retained after validation (avoids repetition in/of afterValidation)
        ),

Sample Excel File

You can allow users to download a sample excel file by using the sampleExcel method. This method accepts an array of data, a file name, an export class and a sample button label.

use Filament\Forms\Components\Actions\Action;

protected function getHeaderActions(): array
{
    return [
        \EightyNine\ExcelImport\ExcelImportAction::make()
            ->sampleExcel(
                sampleData: [
                    ['name' => 'John Doe', 'email' => '[email protected]', 'phone' => '123456789'],
                    ['name' => 'Jane Doe', 'email' => '[email protected]', 'phone' => '987654321'],
                ], 
                fileName: 'sample.xlsx', 
                exportClass: App\Exports\SampleExport::class, 
                sampleButtonLabel: 'Download Sample',
                customiseActionUsing: fn(Action $action) => $action->color('secondary')
                    ->icon('heroicon-m-clipboard')
                    ->requiresConfirmation(),
            ),
        Actions\CreateAction::make(),
    ];
}

Using import action to import relationships

The import action can also be used to import relationships. This is done by using the DefaultRelationshipImport class in your relation manager.

use EightyNine\ExcelImport\Tables\ExcelImportRelationshipAction;


class PostsRelationManager extends RelationManager
{
    protected static string $relationship = 'posts';

    public function table(Table $table): Table
    {
        return $table
            ->recordTitleAttribute('title')
            ->columns([
                Tables\Columns\TextColumn::make('title'),
            ])
            ->filters([
                //
            ])
            ->headerActions([
                ExcelImportRelationshipAction::make()
                    ->slideOver()
                    ->color('primary')
                    ->validateUsing([
                        'title' => 'required',
                        'body' => 'required',
                    ]),
            ]);
    }
}

Everything behaves and can be modified similar to the ExcelImportAction class, except the DefaultRelationshipImport class is used instead of the DefaultImport class. So if you are implementing a custom import class, you will need to extend the DefaultRelationshipImport class instead of the DefaultImport class.

Testing

composer test

Changelog

Please see CHANGELOG for more information on what has changed recently.

Contributing

Please see CONTRIBUTING for details.

Security Vulnerabilities

Please review our security policy on how to report security vulnerabilities.

Credits

License

The MIT License (MIT). Please see License File for more information.