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 later import data into other programs.
To start exporting data, click the icon in the upper right corner of the app’s 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.
- 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 or contractor.
- 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.
You can download only the app’s data. Filters, images, files, tasks, comments, etc. will not be exported.
Note that for associated objects, only IDs will be included in the file if you didn’t check any options before export.
The file with the exported data will be saved in the Downloads folder on the hard drive of your computer.
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