Import and export data

Follow the procedures in this topic to:

• Import data from a comma-separated values (CSV) file into a worksheet.
• Export worksheet data to a CSV file. This allows you to share data or work with it in another application.

Import data

1. Open a worksheet and select Import.
2. Select an import type, then select Next.
   • Insert—Inserts new records.
   • Upsert—Inserts new records and updates existing records.
   • Replace—Inserts new records and deletes existing records.

3. Select a CSV file to upload.
4. In the Settings area, select a column separator, then select Next.
5. On the mapping page, review Column from Worksheet mappings and make desired changes.
   • Mapping is automatic if:
     • The CSV column name exactly matches a worksheet column name.
     • The CSV column name doesn't match a worksheet column name, but does match an underlying system name for a field in the worksheet's data source.
   • If neither automatic mapping condition is met, you can manually map the CSV column to a worksheet column name.
   • Unmapped columns are not imported.
6. Select Finalize.

Export data

To export a worksheet as a CSV file:

1. Open a worksheet and select Export.
2. Enter a name for the exported CSV file.
3. Optionally select a column separator.
4. Select Save.
5. When export completes, click the link in the status message to download the file.

Enable import and export

1. Open a workbook and select Properties.
2. Select the Enable import and Enable export options.
3. Select Save.

Enable the Replace option

1. Open a worksheet and select Properties.
2. Make sure the Enable import option is selected. (You can't show the Replace option if the Enable import option is not selected.)
3. Select the Show Replace option.