![]() ![]() Export: extract records from Propertybase for data backup or record updates.If an existing record ID is in the file the record will be updated, if it is totally new then it will be imported and newly created Upsert: import and update records at the same time.Update: using the Propertybase Record ID you can update existing records within Propertybase.Insert: import data into Propertybase via CSV files. ![]() ![]() With the Data Loader you will be able to: If you have a basic Excel file, all you have to do to convert it is to simply Save As and choose the correct formatting. The Data Loader works with CSV files (Comma-Separated Values). With the Data Loader, you are able to import all of your data throughout any object in Propertybase and make the correct connections so that your data makes sense. ![]() Importing data into Propertybase is one of the most important steps in setting up your ORG (organization), so that you can get the most out of your system. ![]()
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