Exporting Records

Exporting records can help you review large lists of data or reconcile discrepancies in your numbers. As with the import process, exporting data uses the FileMaker cache table. First, any existing cache records are deleted for the user running the export. Then the new records are cached. Then the 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; 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. 

  1. From the module's list view, click Actions > Export [Records].
  2. At the confirmation dialog, click Export.
  3. Use your system dialogs to specify the exported file's name, save destination, and format.