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  1. Softools
  2. Primary Actions
  3. Exporting and Importing Data

Exporting and Importing Data

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After logging into the platform it is essential to get a good idea of how to access the Records and Reports that you need. This section will help you to navigate between your applications and get at the data quickly on the new platform.

  • Importing via CSV from different locales
  • Export to CSV
  • Exporting a Record and Report
  • Importing Records via .CSV
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