What export/import options exist?
Zoho Creator offers flexible and powerful data export and import capabilities that make it easy to migrate, synchronize, or backup data. These features are particularly valuable for users who need to manage large datasets, move data between systems, or work collaboratively with external tools like spreadsheets or ERPs.
Export Options in Zoho Creator:
You can export data from any form, report, or application module. Supported formats include:
CSV (Comma-Separated Values): Ideal for general-purpose data exports and compatibility with most spreadsheet applications.
XLS/XLSX (Excel Format): Provides structured and styled exports for analysis and presentation.
JSON (JavaScript Object Notation): Used for API integrations or exporting structured data to web applications or programming environments.
Steps to Export Data:
Go to the form or report from which you want to export.
Click the export icon (top-right corner).
Choose the desired file format (CSV, XLS, JSON).
Apply filters if necessary to export only relevant data.
Download the file.
Use Cases:
Backing up records periodically.
Sharing filtered data reports with external stakeholders.
Transferring data to analytics tools like Excel or Power BI.
Import Options in Zoho Creator:
Zoho Creator makes it easy to bring in data from various sources, allowing for a seamless setup and quick data population.
Supported Import Sources:
Spreadsheets (CSV, XLS, XLSX)
Zoho Apps (CRM, Books, People)
Third-Party Tools via API
Cloud Storage (Zoho WorkDrive, Google Drive)
Steps to Import Data:
Navigate to the form where you want to import data.
Click the settings or options menu.
Choose "Import Data".
Upload the file or select the integration source.
Map the columns in your file to the fields in the form.
Validate and complete the import.
Features During Import:
Duplicate check based on key fields.
Real-time data validation during upload.
Ability to append or overwrite existing records.
Notifications on success or error logs.
Synchronization with External Data:
Zoho Creator also supports automatic data sync from other applications through:
Deluge Scripts: For fetching data periodically via REST APIs.
Custom Schedulers: To run imports or sync jobs at defined intervals.
Connections and Integrations: Zoho Creator natively supports tools like Google Sheets, Dropbox, and SQL databases.
Import/Export via API:
Developers can build custom solutions using Zoho Creator's REST APIs to:
Push data into Creator forms from other platforms.
Pull data from Creator into dashboards, CRMs, or ERP tools.
Automate data synchronization across systems.
Security and Permissions:
Export and import capabilities can be restricted based on role-based permissions.
Only users with appropriate privileges (e.g., Admin or Developer) can perform these actions.
Audit logs track all import/export activities for transparency and compliance.
Real-World Use Cases:
An HR department importing employee records from an Excel sheet during onboarding.
A retail store exporting inventory reports daily to share with regional managers.
A finance team syncing Zoho Creator data with QuickBooks or Zoho Books for reconciliation.
A developer pulling product data from an external API into a Creator app.
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