Data export Overview#

You can export data from Automate in two formats:

  • JSON format

  • Excel format (Microsoft Excel spreadsheets)

JSON format

Used for exporting and importing model instance operations such as:

  • Add

  • Modify

  • Delete

  • Export and import can be done via:

  • Admin Portal

  • API (refer to API documentation for request URLs and parameters)

Exported files are compressed:

  • .JSON

  • .JSON.zip

  • .JSON.gz

Excel format

  • Available in list or instance view of a model.

  • Export can be done via:

    • Admin Portal

    • API (refer to API documentation for request URLs and parameters)

  • Export options:

    • Excel (.xlsx)

    • Excel (formatted)

  • Exported (formatted) Excel files reflect the Field Display Policy of the menu item, including:

    • Attribute titles and sequence

    • Group names

    • Hidden fields (except mandatory ones)