Export and import (reports)
Download your data as CSV or PDF, or bulk-import updates from a spreadsheet — when your administrator has enabled Report on that screen.
Report is not on every screen. It appears only on views configured by your team — typically on a form toolbar (next to Save) or on specific lists such as CRM Leads.
When you see the Report button
Open a list, form, or kanban view. If Report appears in the toolbar (on forms it sits in the same row as Save and Discard), export and/or import is enabled for that screen.
If you do not see it, ask an administrator or developer to enable reporting on that view.
Download a report (CSV or PDF)
Use this to share data, analyze in Excel, or archive a snapshot.
- Open the list or record (for example CRM → Leads).
- Click Report.
- Choose Download CSV or Download PDF.
- In the dialog, leave the default columns checked or pick the fields you need.
- For PDF, choose page size: A4, Legal, or Letter.
- Click Run. Your browser downloads the file.
What is included
- On a list or kanban, rows match what the menu action shows (up to 500 records).
- On a form, only the current record is exported.
You need read access to that type of record. If download fails, contact your administrator.
Prepare data with an import template
Before bulk-updating, download a template so column headers match the system.
- Click Report → Download import template.
- Select the fields you plan to fill in (include id if you will update existing records).
- Click Run. You get a CSV with header row only — no data rows.
- Open the file in Excel, Google Sheets, or similar and fill in your rows.
- Save as CSV (UTF-8).
Upload and import (bulk update)
Import always goes through a review step. The system will not load your file directly without letting you map columns and preview rows first.
1. Start upload
- Click Report → Bulk upload CSV.
- Select the fields you are importing (same as template).
- Choose Import mode:
- Create only — every row becomes a new record.
- Create or update — rows with a valid id update existing records; others are created.
- Select your filled CSV file and confirm.
2. Map columns
You are taken to the Bulk import screen.
- Open the Column mapping tab.
- For each column from your CSV, choose the matching field — or Skip column if you do not need it.
- Open the Preview tab to see the first rows after mapping. Fix any errors shown (wrong type, missing required field, invalid id).
3. Confirm or cancel
- Click Confirm import when mapping and preview look correct.
- Click Cancel to discard the upload without changing data.
After confirm, you return to the list you started from. A message shows how many rows were created, updated, or skipped.
Understanding results
| Message part | Meaning |
|---|---|
| Created | New records added |
| Updated | Existing records changed (upsert mode with valid id) |
| Skipped | Row ignored (empty mapping, validation error, or duplicate issue) |
Common issues
| Problem | What to do |
|---|---|
| Report button missing | View not enabled — contact admin/developer |
| Download empty or short | List may have no rows, or you lack access |
| Import rejected on preview | Fix mapped fields; required fields must have values |
| Upsert not updating | Ensure id column is mapped and ids exist |
| File too large | Maximum upload size is 8 MB — split the file |
Permissions
| Action | Typical access needed |
|---|---|
| Download CSV/PDF | Read on the record type |
| Bulk import | Create (and update for upsert mode) |
Your administrator controls access through security groups.
Examples in your apps
| App | Example |
|---|---|
| CRM | Export pipeline leads; bulk-import new leads from a trade-show list — see CRM |
| Products | Bulk-load product catalog when enabled on the product list — see Products |
What is not available yet
- Excel (
.xlsx) download or upload - Scheduled or emailed reports
- Importing without the mapping and preview step
- Export from pivot/analysis views