Exporting records can help you review large lists of data or reconcile discrepancies in your numbers.
As with the import process, exporting data uses temporary records in a FileMaker cache table. This approach helps with validating the data. First, any existing cache records are deleted for the user running the export. During the process, you may notice a dialog message about deleting records:
This only affects the cached files from the previous import — actual business records are never deleted during an import. Then the new records are cached. Then that data is transferred to an external file, saved at the destination and in the format you specify. We recommend that you use either Excel or FileMaker spreadsheet formats for exports. Other file formats will not retain the aACE field names for your data.
The export process is the same across all modules. This guide demonstrates the process using the Companies module:
- From the module's list view, click Actions > Export [Records].
- At the confirmation dialog, click Export.
- Use your system dialogs to specify the exported file's name, save destination, and format.