You can export data from an app. For example, you can download a customer database, orders, invoices, or other documents. The data is saved to a .xlsx or .csv file, which allows you to later import data into other programs.
начало внимание
By default, all users can export data from apps. Learn how to restrict export in the Access to app data article.
конец внимание
To download data to your computer:
- Click the
icon in the upper right corner of the app page. Select Data Export. - In the provided window, specify the following:
- Format. You can save data either to an .xlsx or to a .csv file.
- Select fields to export. Enable the option to export data only from specific app fields. By default, the export file contains a column with the names of app items. To add other values, click the plus icon next to the property name. To remove a value, use the minus icon. You can use drag and drop to arrange the selected properties in the order in which they should appear in the export file.
If no properties are added, the export is not performed.
When the option is disabled, all active app fields are exported. Soft-deleted variables are not exported. - Export system information. Select this option to export system fields, codes, and identifiers in complex data types. It will allow saving links to related objects if in the future you plan to import data into another BRIX app. Suppose you need to export a list of customers. The app fields also contain links to contracts and agreements signed with customers. If you download the app with system information, after importing data into BRIX, all contracts and agreements will still be accessible from the app item page by clicking on the link.
- Export filtered data. Select this option to export data that you have previously selected by certain parameters using search or a filter. For example, it can be contracts filtered by signing date or contractor.
- Export dates and convert to UTC+0. Select this option if you are uploading data with the Date/time type properties. It allows you to match the dates to the recipient company’s time zone.
- Export the names of app items, users, files. Select this option if you want the linked objects’ data to be displayed as names without identifiers in the export file.To export both names and identifiers, check the Export system information box as well. If both of these options are disabled, only the IDs of linked objects are exported.
- Click Export, and then click the link with the app code
The export file will be downloaded to your computer.
- It uses the same data format as data import.
- It contains only app data. Filters, images, files, tasks, comments, and other data are not exported.