Export data
Select Export in the table toolbar to download an Excel (.xlsx) file. The export respects your current setup:- Visible fields — hidden fields are left out.
- Field order — columns come out in the order you arranged them.
- Active filters — only the records matching your filters are exported.
Import data
Select Import in the table toolbar to open the Data Migration wizard — “Upload and migrate your data”.1
Upload your Excel file
Upload the file with your data. Only Excel files are accepted — .xlsx or .xls.
2
Let the file validate
The wizard validates the uploaded file before anything is written to the table.
3
Map and complete required fields
Match your file’s columns to the table’s fields and complete any required fields the file doesn’t cover, so every record lands in the right place.
4
Start the migration
Select Start Migration. A toast confirms “Migration started” and the import runs in the background.
Track progress in Agent Tasks
Migrations run in the background and are tracked in Agent Tasks, in the sidebar. Agent Tasks is described in AI assistant.
- The processing status while it runs.
- How many rows completed and how many failed.
- An export of the error rows — download them, fix the issues in the file, and re-import just those rows.
Importing tree structures
Where a table uses hierarchical (tree) data — categories with subcategories, for example — the tree structure can also be uploaded, so you don’t have to rebuild hierarchies by hand.Related pages
Work with tables
Visibility and filters — the settings that shape every export.
Roles and permissions
Export and import are per-table permissions.

