Platform capability · Data Import & Export
Reusable CSV and JSON import and export for your record types
A service that turns compatible list endpoints into background CSV or JSON exports, with a choice of fields and filters. For an import, the user matches the columns of an uploaded file to fields. The service checks the rows and holds them, then applies them and reports errors row by row. Import and export jobs count against plan limits, and ready-made buttons and panels put them inside your app.
Many SaaS apps need to export and import records. This service turns a compatible list endpoint into a file to download, and an uploaded file into checked rows held ready to apply. It uses the field choice and filters the endpoint already supports. The app embeds a button. The service handles the data transfer, the checks, storage and notification.
Uploaded rows are checked and held one by one. The result lists each invalid row, so the user can correct those records without preparing the whole file again. Large imports run as background jobs, and each row carries a key so that a retry does not apply it twice.
The export button, import button, sample download and job-status panel are components you embed. The whole import and export flow sits inside your app, and you do not build file pickers, progress bars or error tables. Users export and import where they already work, and you add four components.
Additions that extend the capability described above.
A solution architect will demo the live service against your domain model.