Import/Export records from Data Table

There are several scenarios where the ability to export and import records is useful, this includes:

• Data is from a legacy system

• Bulk updates to records

• Data to be used in another system

Export records

Most data tables can be exported. Define the columns to export and filter if necessary.

1. Set columns to be viewed (view Change Columns )

2. Select Actions, and Export CSV

   • Large files will be sent via email

Import records

Records can be imported via a CSV file

1. Select Actions, and Import CSV

2. Drag the file into the modal or select the file from the computer

3. Verify sample content

   1. If records don’t match the column, select ‘Map Fields’

   2. Review and update to the correct column

   3. Advanced options include updating the Separator and Escape.

4. Confirm import

Required fields for import

These are the minimum columns needed for the file import per section.

Consider the id field if left blank the record will create, if existing the record will update