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Import & Export

Workspaces

To export or import workspaces, look for the corresponding buttons on the top right corner of the app.

Import and export workspaces

Exporting a workspace results in a .bomist_dump file that you then can import into another workspace if needed. Importing a workspace into another doesn't delete any data on the destination. Instead, it just incrementally adds up data.

Tables

Export

All tables in the app can be exported into CSV, JSON, PDF and HTML by right-clicking on it and selecting Export.... When exporting tables, its current configuration is respected so you might want to adjust it to fit your needs. To quickly switch between table configurations you can create and make use of Views.

Fitting data into paper

When exporting a table into PDF, because you are limited by the paper's size, you might need to adjust the table's current View and in particular the visible columns and their sizes so they fit in the page.

Import

Importing data into tables is normally done through CSV files. Depending on the data you are importing, the app expects some fields to be passed which you can then map to the columns in your CSV file.

CSV data importer

tip

When loading a CSV with headers that match the fields the app expects, the headers get automatically mapped. For example, if the app expects a Part Number to be passed and there's an header with that exact name in the CSV file, then it gets automatically mapped.

Tree-structured data

In some cases the data to be imported has a tree-like hierarchical structure (e.g. Storage and Labels). In this case, text files (.TXT) are used where tabs define the depth of the nodes in the tree.

An example:

Shelf
A
A1
A2
B
Room
A
B

When importing data you'll be prompted with a merge confirmation dialog highlighting the new nodes, so you can review the changes resulting from importing data into existing one.

API

Another way you can use to import or export data is by using the API. You can export the whole workspace (into a .bomist_dump file) through the API if needed or simply fetch and process the specific data you need.