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Import / Export

The Import / Export page lets you move data in and out of the Portal in bulk — handy for setting up, migrating old records, or taking a copy for your own records.

In the menu, open Import / Export. You'll see two choices: Import Data and Export Data.

The Import / Export page Choose to import data from a spreadsheet, or export your data.

Importing data​

Use this to add many records at once from a spreadsheet.

  1. Download the template — an Excel file with the correct columns and a sheet for each type of data.
  2. Fill it in with your records.
  3. Upload the completed file.
  4. The Portal checks it and shows you, sheet by sheet, how many rows are valid and flags any errors.
  5. Once it looks right, import the valid rows.

:::tip Fix errors before importing If a row is flagged with an error, correct it in your spreadsheet and upload again. Only valid rows are imported. :::

Exporting data​

Use this to get a copy of Portal data.

Download as Excel​

Choose Download Excel to save a spreadsheet of your data to your computer. It uses the same layout as the import template, so an export can later be re-imported.

Send to SharePoint​

You can also send the exported file straight to a SharePoint document library:

  1. Select the SharePoint option.
  2. The first time, open the settings (gear icon) and enter your SharePoint site address, the folder to save into, and an access token.
  3. Select Upload — the file is saved to SharePoint.

:::note About the SharePoint connection The access token is provided by your SharePoint/Microsoft administrator and expires after about an hour, so paste a fresh one before exporting. Your SharePoint administrator may also need to allow the Portal's website to connect. If uploads fail, that's the first thing to check. :::