Move data with CSV

Use CSV to exchange rows with other tools. Use an Eidos File, together with its referenced assets, to preserve the file’s structure and saved views.

Import a new table

1. Export your source spreadsheet as CSV.
2. In the Eidos File, open the add-table menu and choose Import CSV.
3. Select the CSV file.
4. Review the table name, Record Label Field, and inferred field types.
5. Start the import.

Check: compare the imported row count and a few values with the source. Pay particular attention to dates, empty values, and codes with leading zeros. Use Text for a code such as 00127 if its zeros must be preserved.

CSV import does not infer a Select field’s create-time default. Review imported empty values before continuing.

Choose an export scope

What you need	Operation	Result
A report from the current view	Export Current View to CSV	The view’s selected records and displayed fields
All records and fields in a table	Export Entire Table to CSV	Table data without the view’s filter

Open the relevant view or table menu to export. Open the resulting CSV and check the headers and row count before sending it to someone else.

Know what CSV leaves out

CSV stores flat values. It does not preserve the complete Eidos schema, saved layouts, formulas as working field definitions, relations, or attachment files. Exporting a CSV is not a complete backup.

To preserve your work, follow data storage and backups. To refine a report first, see views and filters.