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CSV

The CSV section under Administration, allows the user to view any Imports of spreadsheets and within the same screen, the ability to view any Exports of CSV spreadsheets

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Last updated 2 years ago

1 - Imports

The Imports section displays the recent imports of CSV files added to the solution and with the details related to the file being uploaded.

The details for the CSV files that were uploaded are shown with the following "sort-by" enabled headers:

  • Date - The date when the CSV file was added to the solution

  • Entity Type - The type of entities added to the solution via the CSV templates

  • Requested By - Identifies the user that had done the upload of the CSV file

  • Records - The total number of entities that were uploaded within the CSV files

2 - Exports

The Exports section displays all of the available CSV exports that can be generated and then downloaded.

The details for the CSV files that were uploaded are shown with the following "sort-by" enabled headers:

  • Date - The date when the CSV file was exported from the solution

  • Entity Type - The type of entities to be exported from the solution via the CSV

  • Requested By - Identifies the user that had requested the export of the CSV file

  • Records - The total number of entities that were requested to be exported

  • Exported - Displays the total number of exports & downloads from the export record listed

Imported - Displays the total number of entities that were added to the solution and also the ability to just view the additions by selecting the