Import Data
You can add new records to an existing application by importing
data from a .xls, .csv, .tsv file. You can import data in two ways:
- Write/Paste Data from the XLS file
- Import Data from the XLS files by specifying the file name
Write/Paste Data from the XLS file
- Access the application and select the required Form/View.
- Select the More Actions ->Import Data option from the Form/View
header. The Import Data dialog will be displayed.
- Select the Write/Paste Data radio button.
- Copy the data from your .xls file or from other file formats that store comma separated values or tab separated values.
- Paste the data copied from your .xls/.csv/.tsv file.
- Select the File type as XLS, CSV or TSV.
- If the data contains field label names in the first row, select the
checkbox First row of data is field label names
- Click Submit to add the data. The existing view will be updated
with the new records.
Note:
- Make sure column names in the data are same as the field label names.
- Columns will be filled with blank values, if mandatory field is left empty
or any mismatch found in the field type.
- The "Import Data" option will only append new records. You
cannot update existing records using this option.
Import Data from the XLS files by specifying the file name
- Access the application and select the required Form/View.
- Select the More Actions ->Import Data option from the Form/View
header. The Import Data dialog will be displayed.
- Select the Import Data radio button, as shown below.
- Browse and select the required .xls/.csv/.tsv file.
- If the data contains field label names in the first row, select the
checkbox First row of data is field label names
- Click Submit to add the data. The existing view will be updated
with the new records.
Note:
- Make sure column names in the data are same as the field label names.
- Columns will be filled with blank values, if mandatory field is left empty
or any mismatch found in the field type.
- The "Import Data" option will only append new records. You
cannot update existing records using this option.
Export Data
The Export Data feature in Zoho Creator enables you to export
your data anytime in the format of Grid (excel format), PDF, HTML, RSS,
JSON, CSV and TSV. You can export data as spreadsheet and take it to Zoho
Sheet if you want to do some analysis, export it as PDF if you want to
print/email the data, export as HTML to view data in your browser, use
RSS feed to subscribe to changes in the data or javascript based JSON
feed, use CSV, TSV formats when required.
To export your data to different formats,
- Click on More Actions ->
Export Data from the view header, in Live mode.
- Select the required download format and click on the Download link displayed on the right-side.
Supported Export formats
Spreadsheet : Data can be viewed in Microsoft Excel, Openoffice,
Spreadsheet and Zohosheet.
HTML Document: Data can be opened in internet browsers like Internet
Explorer, Firefox, Safari etc.
PDF Document: Portable Document format is a printer-friendly
document
format supported by Adobe Reader, Foxit Reader, PDF XChange, etc.
RSS Feed: XML-based format for allowing people to subscribe
to changes in the data. Supported by Bloglines, Google Reader, Netvibes, etc.,
The RSS feed is automatically updated. Once you copy the link and submit it
in a RSS feed reader you will be able to see the latest 25 records submitted.
To see the entire records, add
complete=true
at end of the link. If your view is private, use the Enable Private Permalink option in the
Export dialog, to get the private link. You will get a link in
the following format:
http://creator.zoho.com/<application_owner_name>/rss/<view_number>/<encrypted
code>
Include complete=true as given below:
http://creatorexport.zoho.com/<application_owner_name>/rss/<view_number>/complete=true/<encrypted
code>
The frequency with which the RSS feed is updated depends on the Feed
reader used and how often the feed reader is configured to fetch the updates
from the form/view. We have performed some tests on various Feed Readers
and the update time varied from one to another. On an average the RSS
update time limit varies between 5-10 minutes.
JSON Feed: A javascript-based, lightweight data exchange format.
CSV Feed: This format is used for exchanging data between various
spreadsheet programs.
TSV Feed: Flat-file format commonly used for inter-application
data transfer.
Export only the records
that are limited by searching or filtering
You can export only the records that are limited by searching or
filtering. Whenever you have filtered/searched records in the view, Zoho
Creator automatically displays the Export Filtered
Records tab and All Records tab to download ‘All Records’ or ‘Filtered Records’, as shown in the screen-shot given below.
