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