Prerequisites

• Access to the Management > Collection tracking (SP004) menu.
• Executed data collection.

Introduction

It is possible to export the data of a collection to an Excel spreadsheet, as well as import information from the spreadsheet into the system. This resource proves to be useful when collection data needs to be acquired in an environment without Internet access.

See below how to export and import the spreadsheet:

Exporting a spreadsheet

1. Access the Management > Collection tracking (SP004) menu.

2. Select the desired collection.

3. Click on the More button to expand the options, and then access the Export to XLS resource.

4. On the Excel export screen, enter the name of the file.

5. Select the desired format: .xls or .xlsx.

6. Click on the button.

Importing a spreadsheet

1. Access the Management > Collection tracking (SP004) menu.

2. Select the desired collection.

3. Click on the More button to expand the options, and then access the Import XLS resource.

4. Click on the Select file button.

5. Select the file with the collection data you wish to import.

6. Click on the button.

Conclusion

Thus, the data of the XLS spreadsheet has been successfully exported and imported!