Exporting reference values to a CSV or XML file

You can export data values to a comma-separated values (CSV) format or Extensible Markup Language (XML) file for import to another data set or use in an external system. You can also define or use export formats when exporting reference values. Export formats save the selected attributes when exporting reference data sets.

Before you begin

Click the Reference Data Sets tab and choose the reference data set to work with.

Procedure

  1. Right-click the version that you want to export, and choose Export from the menu. The Export wizard opens.
  2. Optional: If any export formats were previously saved, you can select one to use. If needed, you can delete unwanted export formats.
  3. Click Next.
  4. Choose whether to export the data in CSV or XML format.
  5. Optional: Make any needed adjustments to the date, time formats, or the time offset.
  6. If you chose CSV as the file format, indicate the separator to be used in the file. In most cases, CSV files use commas to separate fields, but you might need a different character.
  7. Click Next.
  8. Choose the reference data set properties to be included in the export file by highlighting a property in the Available properties list and moving it to the Selected properties list.
  9. Choose the reference value properties to be included in the export file by highlighting a property in the Available properties list and moving it to the Selected properties list. The Code and Name properties must be exported.
  10. If you want the translated reference values to be included in the export file, enable Export the value translations.
  11. Click Next.
  12. If you want to change the name of a property as it is displayed in the export file, click the property name in the Exported Name column and edit it.
  13. Click Next.
  14. If you want to save the export attributes you chose:
    • Click Save and overwrite to overwrite an export format you chose in step 2.
    • Click Save as and provide a name for the new export format.
  15. Click Next.
  16. If your export is successful, you can download the file to save the exported file, or open it in a browser or file editor.
  17. To exit the wizard, click Done.