Export

Start with Export

The Import format is the same as the export format, so always start with an export

We'll come back to this when we talk about imports, but for now, just know that there are no "templates" or "example" sheets that you need to download when importing data in Pakk - you just start with an export and work from there.

List View = Export

The CSV export framework in Pakk is built right into regular list views - it's not a separate screen or view.

1. In the main menu, navigate to the entity you need to export - head to a preconfigured view, a custom view or use the "base" view as a starting point (the 3-vertical-dots icon).

2. Use the search, sort and particularly filtering functionality to narrow down the list of records to include only what you're interested in exporting.

3. By default, the fields (columns) you see are the ones that will be exported in the CSV. If you want to include more or less fields in the export, just edit the list view to include or exclude the fields you are not interested in. If you want to export all available fields, you can select that option in the next step. Alternatively you can choose to export on 'required' fields, which is useful if you are preparing a bare-bones import.

4. Hit the 'Export' button. You'll be given the option to 'include all fields' if you want a complete export, but be warned that the file size can potentially be verylarge. Alternatively you can choose to only export 'required' fields. Otherwise, the records you see in your list view are the ones that get exported (all pages though, not just the one you're on).

Be careful if your Excel is set up for a European region that uses , as the decimal separator - it can cause havoc when viewing CSV imports! You need to find "Regional Settings" and set your "decimal separator" to . and "list separator" to ,.