Import and export list records with Excel

Supported list pages can export records or import additions and updates from an Excel workbook. Use the page's template and preview so you know which existing records will change.

Import a workbook

1. Open the correct list and choose Import / Export › Import from Excel.
2. Choose Download template, or start from an export of that list.
3. Fill the required columns and keep identifier values accurate.
4. Choose Choose Excel file.
5. Review the preview of new, updated and unchanged rows. Correct validation errors before importing.
6. Confirm Import, then review the completion results and any failed rows.

The dialog explains which fields match existing records. Empty cells keep existing values, so do not assume a blank cell clears a saved field.

Export a list

Choose Export to Excel from Import / Export. The export follows the current tab and search, so check that scope before downloading.

Import requires write access. Some pages provide export without import, and specialised transaction workflows use their own item import controls.

See list tabs and report exports.