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Exporting Worksheet Data to Excel

Users cannot directly manipulate all records in a worksheet. Instead, data access and operations are permission-based and performed through views. Therefore, data export must be done within a view that the user has permission to access.

1. Export All Visible Records​

Click the button next to the view name, then select Export.

2. Export Selected Records Only​

Manually select the records you want to export, then click Export > Export Info from the action bar.

This operation is only available in the table view. In other view types, only full records exports are supported.

3. Export All Records in the Worksheet​

The exported data always reflects what’s shown in the current view — which may not include all records in the worksheet.
If an application admin needs to export all records, they can switch to the Data Management view, select all records, and export from there.

4. Record Sorting in Exported Files​

  • If fewer than 1,000 records are exported, the order in Excel will match the record order in the view.

  • If more than 1,000 records are exported, the data will be sorted by creation time (newest first).

5. Select Fields to Export​

When exporting records, you can choose which fields to include, how to export relationship fields, the desired file format (Excel, CSV, etc.), and whether to export numeric fields as Excel number types. Supported numeric field types include: Number, Currency, Formula (output: number), Rollup (output: number), and Level.

1) Choose Fields to Export​

You can choose specific fields or export all fields. You may also opt to include column summary values.

Note:

  • Only in the table view with custom display columns configured will the option “Export the fields of the table's visible columns” appear. In other views, all visible fields will be shown by default.
  • Application admins can export all fields in a view; regular users can only export fields they have permission to view.
  • Column summary values can only be exported when exporting data from views directly. If exporting selected records in bulk, column summaries will not be included.

2) Exporting Relationship Fields​

  • Single Related Record

    Will be exported as a field in the same sheet.

  • Multiple Related Records or Subforms

    • In Card or Dropdown display mode, the related records will be exported as a field in the same sheet.

    • In List mode, related records will be exported to a separate sheet.

      For example, if a customer record is linked to multiple order records, the customer worksheet will be exported to one sheet, and related order records to another.

    • A maximum of 1,000 related records can be exported.

3) Accelerate Export​

Relationship fields (dropdown or card), foreign fields (store data only), and cascading select fields all have redundant fields to sync the original content.

  • For relationship fields and cascading select fields, the title field is synced.
  • For foreign fields, a specified field is synced.

When the source record changes, the redundant field attempts to sync immediately. However, in rare cases, sync queues may be delayed, and exported data might reflect outdated values.

  • If "Accelerate Export" is NOT checked, the export will fetch the latest data in real time from related records, but may be slower.
  • If checked, it exports from the redundant field, which is faster but may not reflect the latest values. In most cases, the data remains up-to-date.

If related records are unlikely to change, enabling Accelerate Export is recommended.

4) Choose File Format​

You can export as either an Excel or CSV file.
CSV exports do not support multiple related records.

5) Export Fields as Numberic Types in Excel​

When “Export as Excel numberic types” is checked, the following field types will be exported as numberic types in Excel:

  • Number fields
  • Currency fields
  • Formula fields (number output)
  • Rollup fields (number output)
  • Level fields

6. Save Export Configuration​

After selecting the export method, fields to export, and file format, you can save the current export configuration as the default setting for all users.

If the option "Users are not allowed to modify default settings" is unchecked, regular users can customize the export settings when exporting records.

If this option is checked, users can only export using the saved configuration without any modifications.

7. Record ID​

Each record has a unique Record ID, which can be included in the export.

When re-importing data into a worksheet, you can use the Record ID to determine whether a record already exists. During Excel-based imports, you can also match related records by importing their corresponding Record IDs.

8. Exporting User and Department Information​

Users are system-level accounts, and the following information can be exported:

  • User ID
  • Employee Number
  • User Name

Supported user-related fields include:

  • Members fields
  • Owner
  • Creator
  • Last Modified By

For department fields, you can export both, department name, and system ID of the department.

If your organization has employees or departments with duplicate names, you can use the unique ID to differentiate them during import.