Skip to main content

​
Overview

ERPLite supports bulk data operations through CSV import and export, making it easy to migrate data, perform bulk updates, or create backups.

​
Importing Data

Import records from a CSV file into your table.

​
Getting the Template

Before importing, download the CSV template to ensure your data matches the table structure.
1

Open Import Menu

Click the More Options menu (three dots) in the table toolbar
2

Download Template

Click Download Template to get a CSV file with column headers matching your table
3

Fill in Data

Open the template in Excel/Google Sheets and add your data

​
Template Structure

The template includes headers for each column in your table: 
name,email,phone,status,created_date
John Doe,[email protected],555-0100,Active,2024-01-15
Jane Smith,[email protected],555-0101,Pending,2024-01-16
Column headers must match exactly. Use the downloaded template to ensure compatibility.

​
Importing the File

1

Open Import

Click the More Options menu and select Import
2

Select File

Click Select File and choose your CSV file
3

Select Header Row

Specify which row contains your column headers (usually row 1)
4

Map Columns

Map CSV columns to table columns. The system auto-maps matching names.
5

Validate Data

Review any validation errors:
  • Red rows: Data doesn’t match column type
  • Fix errors or click Discard Selected Rows to skip them
6

Complete Import

Click Confirm to import the validated records

​
Data Type Handling

The import process automatically converts data types:
Column TypeExpected FormatExample
TextPlain textJohn Doe
NumberNumeric value123.45
Booleantrue/false, yes/no, 1/0true
DateYYYY-MM-DD2024-01-15
DateTimeISO 86012024-01-15T10:30:00
Locationaddress, lat, long123 Main St, 37.77, -122.41
ChoiceExact option textPending
Multi-SelectComma-separatedTag1, Tag2, Tag3
List of TextComma-separateditem1, item2, item3

​
Import Tips

Dates should be in YYYY-MM-DD format. Other formats may cause validation errors.
For location fields, provide address, latitude, and longitude separated by commas: 123 Main St, 37.7749, -122.4194
Values must exactly match one of the defined options (case-sensitive).
For relation fields, use the record ID or display column value of the target record.

​
Exporting Data

Export your table data to CSV for reporting, backup, or analysis.
1

Apply Filters (Optional)

Use filters to export only specific records
2

Open Export

Click the More Options menu and select Export
3

Download File

The CSV file downloads automatically

​
Export Limits

Exports are limited to 1,000 records at a time. For larger datasets:
  1. Apply filters to narrow down the data
  2. Export in batches
  3. Or use the API for programmatic export without limits

​
Exporting with Filters

To export a subset of your data:
  1. Apply filters to show only the records you want
  2. The export will only include visible (filtered) records
  3. This also helps when you have more than 1,000 records

​
Export Format

Exported CSV files include:
  • All visible columns (hidden columns are excluded)
  • Current filter state applied
  • All data types converted to text representation

​
For AI Agents

​
API: Bulk Import Records

POST /zorp-tables-service/table/records
Authorization: Bearer {secretKey}
Content-Type: application/json

{
  "tableType": "my_table",
  "records": [
    {
      "data": {
        "name": "John Doe",
        "email": "[email protected]",
        "status": "Active"
      }
    },
    {
      "data": {
        "name": "Jane Smith",
        "email": "[email protected]",
        "status": "Pending"
      }
    }
  ]
}
Response: 
{
  "code": "200",
  "message": "2 records created successfully",
  "data": {
    "created": 2,
    "failed": 0,
    "recordIds": ["rec_123", "rec_124"]
  }
}

​
API: Export Records (Paginated)

POST /zorp-tables-service/table/search
Authorization: Bearer {secretKey}
Content-Type: application/json

{
  "tableTypes": ["my_table"],
  "page": 0,
  "size": 100,
  "filters": [],
  "sorting": []
}
Response: 
{
  "code": "200",
  "data": {
    "records": [...],
    "total": 1500,
    "page": 0,
    "size": 100
  }
}

​
Batch Export Pattern

For exporting more than 1,000 records programmatically: 
async function exportAllRecords(tableType, secretKey) {
  const allRecords = [];
  let page = 0;
  const pageSize = 100;
  let hasMore = true;

  while (hasMore) {
    const response = await fetch('/zorp-tables-service/table/search', {
      method: 'POST',
      headers: {
        'Authorization': `Bearer ${secretKey}`,
        'Content-Type': 'application/json'
      },
      body: JSON.stringify({
        tableTypes: [tableType],
        page: page,
        size: pageSize
      })
    });

    const data = await response.json();
    allRecords.push(...data.data.records);

    hasMore = allRecords.length < data.data.total;
    page++;
  }

  return allRecords;
}

​
Import Validation

The import process validates:
  • Type matching: Values match column data types
  • Required fields: All required columns have values
  • Choice validation: Values match defined options
  • Relation validation: Referenced records exist

​
UI Elements

ActionLocationIcon
ImportMore Options menuUpload icon
ExportMore Options menuDownload icon
Download TemplateImport modalDownload icon

​
Event Tracking

TableRSEvents.BULK_IMPORT_BUTTON_CLICKED
TableRSEvents.BULK_IMPORT_RECORDS_SUCCESS
TableRSEvents.BULK_IMPORT_RECORDS_FAILURE
TableRSEvents.DOWNLOAD_TEMPLATE_CSV_BUTTON_CLICKED
TableRSEvents.EXPORT_CSV_BUTTON_CLICKED