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Guide Overview

We will introduce how to export CSV. This is useful when you want to check the information or use the Sanka registration information separately.

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Advance preparation

  • You have permission to view and export the target object.
  • Organize the properties you want to output

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What you can do with CSV export

  • Records of specified objects can be output as CSV.
  • You can freely set output properties, filters, and encoding.

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Start the export

  1. Open the relevant object and click Export.
Click export
  1. On the export screen, select “CSV file” as the export destination.
Select CSV file

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Select output items

Select the properties you want to output.
  • Property: Property name used in Sanka
  • CSV header: Output CSV item name
  • Properties and CSV headers are paired row by row, so make sure the contents match.
  • If you want to update Sanka information in CSV, it is convenient to include Record ID in the output item.
  • You can add items with “Add property”.
  • Delete unnecessary properties by clicking “x”. Select properties to output

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Set output conditions and encoding

Set filters and encoding as necessary.
  1. Specify the output conditions in “Filter”.
set filter
  1. Select the CSV output format in “Encoding” (UTF-8 or SHIFT-JIS).
Select encoding

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Downloads and history

  1. Click Download.
Click download
  1. A notification will be sent to your registered email address. You can also download from the export history.
notification email
  1. You can check the target CSV from “Export → History”.
Export history

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Operation points

  • You can speed up the work by creating templates for each combination of output items.
  • Including the record ID will make updating in CSV smoother.
  • Use filters to narrow down to only the data you need before outputting.