CSV Import & Export

Where to find it: Objects → Tables → table editor (import) and table menu (export)

CSV files give you a quick way to move data in and out of a table. This is useful for loading a large list at once, or taking a copy of a table’s contents elsewhere. Both options are available to administrators.

Importing a CSV

You can import a CSV either when creating a table or from the Upload File button above the grid in the editor.

A few things to know about how the import works:

• Only CSV and Excel files are accepted.

• The first row sets how many columns the table will have.

• Rows whose first cell is blank are skipped.

• Columns are given placeholder names, which you can rename afterwards.

Important Importing replaces all of the table’s existing data. If you want to keep the current contents, export them first or work on a copy.

Exporting a CSV

The Export CSV option in a table’s menu downloads its contents as a CSV file. The export contains the cell values only: there’s no header row. It is a straightforward snapshot of the data as it stands.

Best Practices

• Export before importing. Since an import replaces everything, keep a CSV copy of the current data first.

• Check the first row. It determines the column count, so make sure it represents the full set of columns you want.

• Avoid blank first cells. Rows with an empty first column are skipped on import.