Import and Export settings

This section of admin settings allows admins to import data into and export data out of Skedulo.

In the import settings section the following settings can be configured:

Operation type.

Choose whether your changes are an update to existing data or the insertion of new records.

Object type.

The data type picklist allows administrators to select a data type for import. Once selected, the option to "choose a .csv file to import" is displayed.

When a value is selected from "Data type" drop-down menu options, a text link will appear where a "csv" template (in the format required by the import process) can be downloaded.

Note: Existing data will not be overwritten. Any matching records will create duplicates in the system. Once import starts this process cannot be cancelled.

The default value is "no data type is set."

The admin settings for import.

Selecting an import data type exposes a template link.

Note

Empty columns (or columns with headers only) need to be removed from the template prior to upload.

Export

In the export settings section the following settings can be configured:

Object type.

The data type picklist allows administrators to select a data type for export. A CSV file is generated and exported to your local drive (to your browser default download location).

To export data, select a data type and click the "Start export" button.

The default value is "no data type is set."

Note

Once export starts this process can’t be cancelled.

The admin settings for export.

Object types

All standard and custom object data can be imported and exported. Note that the Users object is only available for export.

 

Delete data

Object data can also be deleted via the Data import/export settings.