Export and import data

Gem Logic allows you to export and import data in bulk using CSV and other file formats. This is useful for migrating data from another system, making bulk updates, or generating reports.

See also

Migrating data from another system for a step-by-step guide on migrating your data from another system to Gem Logic.

Export and import actions are available from the Actions menu on most list views.

Exporting data

To export data, navigate to the list view of the records you want to export (e.g. Products, Contacts, Orders) and click the Actions menu. Select the download icon to open the export dialog.

You can choose between several export formats:

  • Excel (.xlsx)

  • PDF (.pdf)

  • CSV - EU format (semicolon-separated)

  • CSV - US format (comma-separated)

The exported file contains all records that match your current filters. Apply filters before exporting to narrow down the data.

Export history

Every export is logged. You can view past exports from Actions ‣ Export history on the corresponding list view. From there you can re-download previously exported files.

Importing data

To import data, navigate to the list view and click Actions ‣ Import. This opens the import dialog where you can upload a CSV file.

Downloading an empty template

Before importing, download an empty CSV template from the import dialog. The template is available in two formats:

  • US format (comma-separated)

  • EU format (semicolon-separated)

The template contains all available columns with two header rows: the first row describes each field, and the second row contains the internal field names. Do not modify or remove these header rows.

Fill in your data starting from the third row. You can delete columns you don’t need and rearrange them as needed.

Creating new records

To create new records, leave the id column empty. Gem Logic will automatically assign an ID to each new record upon import.

Updating existing records

To update existing records, include the id column with the correct database ID of the record you want to update. You can obtain these IDs by first exporting the existing data.

When the id column contains a value that matches an existing record, Gem Logic will update that record with the values from the CSV row instead of creating a new one.

Tip

A common workflow is to first export your existing data, modify the values you need in the exported file, and then re-import it. Since the exported file includes the database IDs, the import will update the existing records.

Import history

Every import is logged. You can view past imports from Actions ‣ Import history on the corresponding list view. Each import entry shows the status and allows you to download the original file or a report with any errors that occurred.

Supported record types

The following record types support export and import:

  • Attributes

  • Brands

  • Categories

  • Certificates

  • Collections

  • Contacts

  • Customer purchases

  • Email addresses

  • Email templates

  • Giftcards

  • Incoming invoices and credit notes

  • Materials

  • Memos and memo items

  • Outgoing invoices and credit notes

  • Products

  • Projects

  • Quotes and quote items

  • Repairs and repair items

  • Sales and sale items

  • Shipments

  • Storages

  • Supplier orders

  • Tasks

  • Transactions