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Exporting Echo360 Objects to CSV Files
Last Updated: Dec 20, 2017 06:47PM EST

This article applies to:  Echo360 Admins

Since both Update and Delete imports, as well as some Create imports require system IDs for objects included on the import, the first thing you will have to is generate an export of the same type of object you want to change/delete.

The CSV export is the "read" or R part of CRUD (retrieve) and is effectively a bulk call for a list of objects in the system, to include relevant IDs and other information.

Exports and delegated administration

If delegated administration is enabled for your institution, exports will only contain the objects to which the admin has been given rights. Meaning that if the object exported exists in the Org/Dept/Section hierarchy, the items provided in the export will only be those to which the admin who initiated the export has access.

Institution level admins will get all objects requested for the export.

For Schedule exports, if delegated admin is enabled, the schedules contained in the export are determined by which captures the admin has access rights to. For example, if the delegated administration toggles are set to allow admins to see all unpublished captures (in addition to seeing captures published to sections in their hierarchy), the Schedule export will list all capture schedules that publish to sections in their hierarchy as well as any schedules that do not publish to any sections.

To generate an export CSV file

  1. Log in as an Administrator and click CSV, located to the right of Users.
  2. On the CSV page, click Exports, located on the right side of the page.
    CSV page with exports tab identified for selection
  3. On the Exports tab, use the drop-down list on the left side of the tab to select the type of export you want to generate (the object type you want to generate a full listing of).
    Select an export drop--down list identified for steps as described
  4. Click Start Export.
  5. The list on the left should automatically refresh to show the newest export on the top, including the type, status, and date/time started.
  6. When the export is finished, the status changes to show Success/Download in the Status column.
    Use the refresh icon located on the right side of the list headings to update the list if needed.
  7. Click Download for the export you want to download the file for. The .csv file is automatically downloaded to either the download folder or to the location specified in your browser settings.
    Download link for completed export file as described

Once downloaded, open the export file in Excel or other program that will allow you to sort the data by field/column. Because the exports are a full object type dump at the moment, there is likely more information there than you need for an import. (We will be adding export filters in the near future, to narrow the list of exported objects.)

Use the column sort in the spreadsheet program to identify those rows whose data you need to change via Import. Copy those rows to a new file, then change the fields and values as appropriate to create the import file you need.

One Sheet Per Excel File: You may be tempted to simply copy the rows you want to change into a new tabbed sheet in the same Excel (or other program) file. This is fine as a temporary measure, but will require you to save the resulting two-tab file as an .xls/xlsx (or related program) file instead of .csv. In order to generate an importable CSV file, the file you generate via the spreadsheet program must have only one sheet/tab. Otherwise you cannot save it as a .csv type file.
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