Exporting Entities

Overview


Learndot allows any entity to be exported to a various formats, so the raw data can be obtained and used in other systems. This tutorial is to guide you through the process of exporting entities and dealing with the exported data. 

Exporting Entities 

To export the data from an entity:

  • Navigate to the entity search screen by selecting it off the navigation bar in the Admin UI. For illustration purposes, go to Customers > Contacts 
  • Use the Export button on the lower left of the main view panel. The default action, if you just press the button is to do a 'Full CSV export', which exports all instances of the entity showing all of the fields in CSV format. The arrow on the right site of the button will give access to other export formats, including CSV (current fields), which will export the dataset collected in the current search.


Exporting Entities in a Specific Component 

Entities can also be exported directly from entity references (such as the reference to Contacts on the Account view screen)

  • Navigate to a component of your choice
  • Click Export

Reporting Tips

You can use the CSV (current fields) export format to gather a dataset for monthly (or any other time interval) reports via the following process:

  • Open the Advanced Search dialog (available from the dropdown arrow on the search button)

  • Select the appropriate values for the 'Created' before and after fields, demonstrated in the screenshot below

  • Press Search
  • Export using the 'CSV (current fields)' format to get the data
Screen Options can be used to select which fields are displayed in the search results. Screen Options settings are taken into account by the CSV (current fields) export format, enabling the generation of flexible datasets tailored to your needs.

FAQ

My exported data contains strange characters

Sometimes exported data contains weird characters that are not readable. Most text editors opens exported files in UTF-8 encoding which renders characters properly. For Microsoft Excel and perhaps a few others, the file may need to be imported/opened with the specified UTF-8 encoding. 

To do so in Microsoft Excel:

  • Open a new blank Excel sheet.
  • Navigate to 'Data' > 'Get External Data' > 'Import Text File...', which will prompt for the file to be imported.
  • Excel will open a Text Import Wizard upon file selection. Choose Unicode 5.1 (UTF-8) under File Origin.
  • Finish the remaining steps in Text Import Wizard to complete opening of file.

Dates aren't recognised by Excel

In order to have Excel recognizes date formats contained in a Learndot CSV export, use the text import tool to flag a column as containing date content.