Perform Exports

Siterra's Export feature allows you to export large amounts of information from the system at once.

To export data from Siterra, download the schema file. The schema file comes pre-formatted with information such as required attributes, lookup values, and proper attribute formatting.

Perform an export:

1. Navigate to Tools > Import/Export.

2. Select Export.

   The Export page opens.

3. Select Add Export from the toolbar.

   A new window appears.

4. Select the Type and enter a Description for the export.

5. Select the desired date format from the Date Format drop-down menu, then select a schema from the Schema drop-down menu.

   The Date Format field defaults to the user-defined date preference; if a user-defined date preference is not set, it defaults to the portfolio-defined preference. In either case, users can change the date preference manually when creating a schema.

   Click Export.

   Depending on the amount of information, the export process might take a while. Do not close the window at this time.

6. Once the export has completed processing, a Download button appears in the dialog box.

7. Select the file format to download (XML, Excel, CSV, or Unicode CSV formatted) and click Download.

8. When prompted, select Save As and save the file to the local system.

   Export files are not formatted the same as Import Schema files. Do not import the same file that was downloaded through the Export page.

Manage Exports

Export records are saved on the main Export page and can be accessed again at a later time. You can also select one or more records to remove (similar to Import page).