Import & Export

You might say

Add an export button to the quote list that downloads all records as a CSV that opens cleanly in Excel.

Import and export move data in bulk: export saves records into files like CSV or Excel, import turns a file back into records.Export 200 quotes as a CSV for the accountant, and import the edited file back—data moves between tools as files. Both operate on whole batches, not single records. If Excel shows garbled Chinese, it is usually an encoding problem; ask the AI to re-export as UTF-8.

Know first

CRUD Table

What happens in export and import

Quote list · 200

Client · Amount · Date · Status·········

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Export

.csvUTF-8 · opens in Excel

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In Excel

ABCD

You get the data file itself, not a linkImport runs the other way: each file row becomes a record.

What each direction covers

Export: data becomes a file: The whole list is written into one CSV or Excel file that other software can open, edit, and archive.

Import: a file becomes records: Pick a file in the right format and each row becomes a record. Confirm the headers match your fields first.

It is an extra feature: CRUD works record by record; import and export move whole batches. Tell the AI whether this round includes them so the tool does not balloon.

Quick checkChoose the best answer

Which of these is an "export"?

Send her the records as a CSV fileSending the web link to a colleagueDeleting 200 old records at once

You can say this to an AI Agent

Add an "Export CSV" button to the quote list: export all fields, UTF-8 encoding so Excel shows Chinese correctly. Skip import until the next round.

Learn next

1CRUD→2Field→