To export the records for a selected record type, navigate to the Record Types & Records listing, and click the Export button corresponding to the desired record set. You will be prompted to download an Excel spreadsheet containing the record data for your selected record type.
To import records for a selected record type, navigate to either the Record Types and Records listing, or the Record List for a specific record type, and click either the Import or Import Records button.
The resulting Import Records screen allows you to upload an Excel spreadsheet or CSV (comma delimited) file containing the data you wish to import for the selected record set. A listing of all record fields defined for the selected record type is shown. The header row of your spreadsheet or CSV file should contain cells matching the name of each field exactly (i.e., given Column A: Created ..., the first header row cell should contain Created).
Drag and drop your file to the available upload area (or click the Drop file here to upload button and select the file using your operating system's Open dialog). Once your file has successfully uploaded, you may click Process File to complete your upload.
Files and Images
As noted on the Import Records view, files and image imports are not supported via the import functionality. If a file or image field is required for your record set, fill that column with a placeholder value such as a dash.
After successfully importing your other data, it will be necessary to edit each record individually in order to upload your files and images. See: Record management for the details of editing a record.
Updated over 2 years ago