Data Exchange

Data Exchange is the bulk import and export area in OpsOS. Use it to download records as CSV files, or to bring a large set of data into the system at once.

Export coverage

Data Exchange now covers a much broader export set across OpsOS, including:

  • Core: Users, Roles, Contacts, Suppliers, Premises, Venues
  • Purchasing: Purchase Orders, Invoices, Estimates, Payment Files
  • Planner: Shifts, Planner Users, Time Off, Positions, Assignments
  • Inventory: Items, Warehouses, Categories
  • Fleet: Vehicles, Inspections
  • HR: Employees, Training Records, Incidents
  • CRM: Organisations, Deals
  • Projects: Events, Workspaces

Importable datasets and column references

Dataset What you can work with
Contacts Contact and organisation records
Venues Venue records
Events Project / event records
Assignments Assignment records
Inventory Inventory item records

Export a dataset

  1. Go to Settings → Data Exchange.
  2. Choose the dataset from Dataset.
  3. Click Download CSV.
  4. Save the file.

Exports are a snapshot of your current data.

If a dataset supports import, you can also use Download Template to get a blank CSV with the exact headers.

Prepare a file for import

  1. Go to Settings → Data Exchange.
  2. Choose the dataset from Dataset.
  3. Download the current CSV first if you need a starting point.
  4. Open the dataset's Column Reference link if you need the exact expected structure.
  5. Fill in the file using the same columns and structure.

Do not add, rename, or remove columns.

Import a dataset

  1. Go to Settings → Data Exchange.
  2. Choose the dataset from Dataset.
  3. Upload the completed CSV file.
  4. Click Upload CSV.
  5. Review Preview Import.
  6. Check the totals for updates, deletes, and any errors.
  7. Click Apply Import when you are ready.

The preview is important. OpsOS warns that rows missing from the upload will be deleted when the import is applied.

Check a log entry

  1. Go to Settings → Data Exchange.
  2. Find the log entry in the table.
  3. Click View.
  4. Check the status and summary.

Things to know

  • Imports only work if the CSV follows the file structure exactly.
  • If the preview shows errors, fix them before applying the import.
  • Missing rows in the uploaded file are treated as deletions.
  • Export files are point-in-time snapshots and do not update automatically.
  • Export-only datasets will not show upload or template actions.

Next article

Data Exchange Contacts Reference

Use this reference when preparing a **Contacts** import in **Settings → Data Exchange**.

Continue →

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