The import and export wizards will help you to extract or import data from or into your application. You are able to exchange data with another software without any development.

The wizards allow to import or export most of the data registered on many elements in several formats (Excel, CSV).

Export

Use the wizard to export any data in 4 steps.

Chose among a list of predefined export profiles

Choose the fields you want to add in the extraction file.
Add filters on fields to narrow your extract results
Arrange the selected fields according to your external needs and download the file.

Build and download your file

Save your export profiles to be able to redo the same export later in one click.

Import

Use the import wizard to load or update data in your database.

Choose from a text or an excel file.

Make a mapping between fields in your files, so you can import file with any format.

  1. Run the simulator so you can know the result of import with no data change. Once the simulation is made, a report is displayed to help you modify your source file