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 an .xlsx or .csv file, which allows you to import data into other programs in the future.
To start exporting data, click the in the upper right corner of the app’s page. Select Data Export.
In the provided window, specify:
- Format. You can save data to an .xlsx or .csv file.
- 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 ELMA365 app. Suppose you need to export a list of customers. Apart from customer information, the “Customers” app also has links to agreements signed with clients. If you download the app with system information, later, after importing data into ELMA365, all agreements will still be displayed as links on the app item pages.
- 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.
Only app data can be downloaded. Filters, images, files, tasks, comments, etc. will not be exported.
The file with the exported data will be saved in the Downloads folder on the hard drive of your computer.
Found a typo? Highlight the text, press ctrl + enter and notify us