Notes on Exporting Records to a File
This page describes points to note when exporting records to a file.
There are also points that you should note when you want to bulk update records in an app using an exported file.
Make sure to read the notes described on this page before exporting data to a file.
Notes on Exporting Data to a File
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To perform this operation, you need to have the "Export to file" permission for the app.
By default, the "Export to file" permission is granted only to app creators.
As necessary, grant the "Export to file" permission to the user who carries out the operation.
Reference: Configuring Permissions for App
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You cannot export the following data to a file:
- Label
- Attachment
- Related records
- Comment
- History
Note that some types of data cannot be imported into an app from a file even though they can be exported to a file. For details, refer to Import/Export of App Data.
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If the size of a file to be exported exceeds 100 MB, the export fails. In such a case, reduce the number of fields and records you export at a time.
Notes on Exporting File to Use for Updating Records in Bulk
If you want to bulk update records in an app using an exported file, export the following fields to the file.
- Field whose value is to be updated
- Field used as the key when data is bulk updated ("Key to Bulk Update")
The field specified as "Key to Bulk Update" is used for associating data in the file with data in the records to be updated.
When you import a file, records are either added or updated. It is determined by whether or not the value of the field specified as "Key to Bulk Update" (app data) matches the value of the associated column in the file (file data).
- When a value of the field specified as "Key to Bulk Update" matches the value of the corresponding column in the file, the data of the record is replaced with the data in the row of that particular cell in the file.
- When a value in the corresponding column in the file does not match any of the value of the field specified as "Key to Bulk Update," the data in the row of that particular cell in the file is added as a new record.
Field Available for the Key to Bulk Update
The following types of fields can be specified as Key to Bulk Update:
- Record number
- Text
- Number
- Date
- Date and time
- Link
The field specified as "Key to Bulk Update" must be one that does not accept duplicate values across multiple records.
- The record number is a unique value that is automatically assigned when a record is created, and there are no duplicates across the records in an app. Therefore, it is often used as "Key to Bulk Update."
When you specify the "Record number" field as "Key to Bulk Update," you should note the following: if the corresponding column in the file contains a record number that does not exist in the app, the file cannot be imported.
- When you specify a field other than the "Record number" field (the "Text," "Number," "Date," "Date and time," or "Link" field) as "Key to Bulk Update," you must enable "Prohibit duplicate values" for the field in its field setting.