Export and Import

You can export and import tables to transfer them between tenants.

Export and import table schema

Exporting a table saves its definition as a zip file, while importing brings a table schema from an external file into your tenant.

Export a table schema

1. Go to Data to open the Tables page.

2. On the right of the table you want to export, click and then select Export from the options menu.

   The table is exported and saved to a zip file. You can use this file to import the table to a tenant.

   Important: You cannot import the exported zip file back into the same tenant.

Import a table schema

1. Go to Data to open the Tables page.

2. Click Import.

   The Import table panel is displayed.

3. Drag and drop the file or click Select file and select the source file that contains the table you want to import.

   Important: You can't import a zip file into the same tenant from which it was exported.

4. Click Import.

   If there's already a table with the same name, the new columns that are in the import file will be added to the existing table. Any columns in the existing table that aren't included in the imported file will remain the same.

Export table data

You can export and import data from a table.

Important: Data cannot be exported from a table that has a Reference type column. If there's a Reference type column in the table, the Export data button is disabled.

1. Go to Data to open the Tables page.

2. Open the table you want to export data from.

3. On the toolbar, click Export data.

   The table data is exported and saved to a csv file. You can now use this file to import data into a table.

Import table data

You can add data to a table manually or import data from a CSV file. When importing data, you can add rows to existing data, replace all existing rows, or update existing rows and add new rows based on a key.

Important: The maximum file size is 10MB and the maximum number of rows that can be imported to the table is 10000.

File import

Data from files can be imported into an existing table. During import, columns are mapped based on display names. Although tables support multiple columns with the same display name, import files cannot contain duplicate column names. If an import file contains duplicate column names, the upload may fail.

If you receive an error stating that the file cannot be uploaded due to duplicate column names, use the following workaround:

1. Temporarily rename the affected columns in the table so that each display name is unique.

2. Update the import file to match these temporary column names.

3. Complete the import process.

4. Once the import is successful, you can rename the columns back to their original display names.

Important file requirements

Note the following important requirements about the import file and data:

• The import file must be a CSV file with a comma as the data separator.

• The CSV file must have a header row defining each column.

• The columns must match the columns in your table. You can download a template of the file with the required columns if required.

• To import data correctly, ensure the columns and data types in your CSV file match your table. For more information about the data types of columns, see Export and Import.

• Choice - single columns are not supported and cannot be imported.

• Boolean columns must contain only Yes or No values.

• To import data into a Multi-select data type column, use ;# as delimiters to separate the values. For example, Blue;#Reg;#Green

• If there are multiple sheets in the Excel file, only the first one is imported.

• Data cannot be exported from a table that has a Reference type column.

Columns ignored during import and errors

• The following columns are ignored during the import process:

  • ID

  • Audit columns

    • Created By

    • Created Date

    • Modified By

    • Modified Date

  • File type columns

  • Reference type columns

  • Relationship type columns

• If a column in the import file has the same name as a table audit column listed above, the data will be imported into that table column.

• Extra columns in the import file that aren't in the table will cause an error, but if there are table columns missing in the import file, the import will proceed without error.

Import table data using Import Manager

You can import data into an existing table from a CSV file using the Import manager.

1. Go to Data to open the Tables page.

2. Open the table you want to import data to.

3. On the toolbar, click Import.

The Import manager is displayed with two tabs:

• Import data: Upload a CSV file and configure how the data is imported.

• Import jobs: View the status and details of previous uploads.

The Import data tab guides you through the import process.

4. Step 1: Prepare the CSV file. Review the CSV file requirements and, if required, click download a template of the csv file to download a CSV template with the required columns.

5. Step 2: Upload the CSV file. Drag and drop a CSV file into the upload area or select Select file to browse for a file. After you select a file, the file name and size are displayed. To select a different file, delete the file and upload another file.

6. Step 3: Select the bulk insert behavior. Choose how the imported data should be reconciled with existing rows:

   Note: Step 3 is displayed only after you select a CSV file. If you remove the selected file, Step 3 is hidden until you select another file.

   1. Append rows: Add the imported data to the table as new rows. Adds all rows from the file to the table. Existing rows remain unchanged. This is the default option.

   2. Replace all rows: Delete the existing rows and add all the rows from the file. This replaces all existing rows in the table with the data in the CSV file.

   3. Update matching or add new rows (by key): Uses a matching column to identify existing rows. Matching rows are updated, and new rows are added when no match is found. When you select this option, a dropdown appears where you can select the table column to use to match the key value. Select a table column that corresponds to the key column in your file. The key column in your file must have the same name as the selected column in the table.

      For example, If you select Employee ID as the matching column in the table, your file must also contain an Employee ID column. If a row in the file has an Employee ID that already exists in the table, the existing row is updated. If the Employee ID does not exist in the table, a new row is added.

7. Click Import.

The import is processed in the background, so you can continue working while the upload is being processed.

Data cannot be imported within the Nintex Data Console in Apps.

View import status

Select the Import jobs tab in the Import manager to view previous uploads and their status.

1. Go to Data to open the Tables page.

2. Open the table.

3. On the toolbar, click Import.

4. In the Import manager, select the Import jobs tab.

An upload can have one of the following statuses:

• Queued: The upload is waiting to be processed.

• Uploading: The CSV data is being imported.

• Completed: The data was imported successfully.

• Failed: The import could not be completed. Review the available error details to identify and correct issues with the CSV file.