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Import and Export CSV Files

Last updated 19/03/2024

By using Five's import functionality, you can import data in a CSV file. This is a text file format that uses commas to separate values. If the column headings in your CSV file are exactly the same as the fields in your table that you have saved in Five, Five will map the fields for you and ensure all your data is imported into your table.

Import a CSV File​

1. Click the Import CSV into Table button.


Import CSV into Table button
Figure 1 - Import CSV into Table button

2. Click the lookup icon in the Table field and select the required table.


Table field
Figure 2 - Table field

info
By default, the Replace Existing Data checkbox is false, if you select to replace the existing data, it will overwrite any data that you currently have in the table.

3. Click the Choose File button.


Choose File button
Figure 3 - Choose File button

4. Navigate your files and open the required file.

5. Click the Save button in the form app bar.


Save button
Figure 4 - Save button

6. Click the OK button.


OK button
Figure 5 - OK button

Generate a Primary Key​

In Five, your table is required to have a primary key to uniquely identify each row. If your data does not have a primary key field, you can select Generated and Five will generate a GUID (globally unique identifier) to uniquely identify each row in your table.

To do this, you must first add your primary key field and index to your table in Five.

1. Click the Import CSV into Table button.


Import CSV into Table button
Figure 6 - Import CSV into Table button

2. Click the lookup icon in the Table field and select the required table.


Table field
Figure 7 - Table field

3. Click the Choose File button.


Choose File button
Figure 8 - Choose File button

4. Navigate your files and open the required file.

info
As shown in the image below, Five can't map the primary key field as this column does not exist in the data file.

Unmapped field
Figure 9 - Unmapped field

5. Click the lookup icon in the primary key field and select Generated.


Select Generated
Figure 10 - Select Generated

6. Click the Save button in the form app bar.


Save button
Figure 11 - Save button

7. Click the OK button.


OK button
Figure 12 - OK button

Import Data with Different Column Headings​

If your column headings are different to what you have called your fields in Five, you can still import the data into a field as long as the data types match.

1. Click the Import CSV into Table button.


Import CSV into Table button
Figure 13 - Import CSV into Table button

2. Click the lookup icon in the Table field and select the required table.


Table field
Figure 14 - Table field

3. Click the Choose File button.


Choose File button
Figure 15 - Choose File button

4. Navigate your files and open the required file.

info
As shown in the image below, Five can't map a field that has a different name, however, all the fields that are in your file are listed in the lookups, you will need to select the field.

Unmapped field
Figure 16 - Unmapped field

5. Click the lookup icon in the field that has no match and select the required field.


Select field
Figure 17 - Select field

6. Click the Save button in the form app bar.


Save button
Figure 18 - Save button

7. Click the OK button.


OK button
Figure 19 - OK button

Exclude Data on Import​

If you have data in a column that you do not want to import into your table, you can choose Not Imported and the data in the column will not be imported into your table.

1. Click the Import CSV into Table button.


Import CSV into Table button
Figure 20 - Import CSV into Table button

2. Click the lookup icon in the Table field and select the required table.


Table field
Figure 21 - Table field

3. Click the Choose File button.


Choose File button
Figure 22 - Choose File button

4. Navigate your files and open the required file.

5. For a field that you do not require to import the data, click the lookup icon and select Not Imported.


Not imported
Figure 23 - Not imported

6. Click the Save button.


Save button
Figure 24 - Save button

7. Click the OK button.

Export a CSV File​

By using the export functionality, you can export all your data from a table into a CSV file and then select your preferred method to open the file.

1. Click the Export Table to CSV button.


Export Table to CSV button
Figure 25 - Export Table to CSV button

2. Click the lookup icon in the Table field and select the required table.

info
By default, Five will check all fields to be exported.

Table field
Figure 26 - Table field

3. Click the Save button in the form app bar.


Save button
Figure 27 - Save button

Exclude Data on Export​

1. Click the Export Table to CSV button.


Export Table to CSV button
Figure 28 - Export Table to CSV button

2. Click the lookup icon in the Table field and select the required table.


Table field
Figure 29 - Table field

3. Click the checkbox next to any field/s that you do not require to export.


Uncheck fields
Figure 30 - Uncheck fields

4. Click the Save button in the form app bar.


Save button
Figure 31 - Save button

tip
You can also uncheck the Select All box and add the fields you require to export!

Date Format​

When importing date and time values into Five you will need to format them to Five's standard date and time formats. The table below demonstrates this.

Data TypeFormat
TimeStamp2023-11-14 15:15:00.000000
DateTime2023-11-15 01:15:00
Time01:15:00
Date2023-11-15