Introductionimport { Callout } from ‘nextra/components’
Import and Export Table Data
Goal: Import records from a spreadsheet and export table data when those actions are available.
Before you start
- Open a table that shows Import or Export.
- Make sure you have permission to import or export data in that area.
Import records
Some tables support importing records from a spreadsheet. When import is available, use Import to open the import window.
Download the template first, fill it in, and upload the completed spreadsheet. The accepted file format is usually Excel.
After the import is completed, the table refreshes so you can review the imported records.
[PLACEHOLDER: screenshot - import window from Stock Items, Stock Movements, or Guests showing Download Template and Upload Template controls]
Export records
Use Export when you need to download table data. Export formats can include Excel, CSV, or PDF.
If you select rows before exporting, the export uses the selected rows. If no rows are selected, the export uses the records available in the table according to the current view.
The export follows the visible table columns, so hide columns you do not need before exporting.
[PLACEHOLDER: screenshot - export menu from a Stock Items, Crew Members, or PMS Tasks table showing Excel, CSV, and PDF options]
Result
Imported records are added to the table when the spreadsheet is accepted, or exported table data is downloaded in the selected format.