Along with importing CSV files, Tap Forms can generate CSV files so you can use your Tap Forms data in other applications.
To export your records, click the File menu and select Export Records…
The various options on the Export Records screen tell Tap Forms how to generate the file that you’ll import into other applications.
As in the Import Records function, you can tell Tap Forms to export your file in a variety of file encodings. UTF-8 is generally the best encoding to use as it supports encoding characters in all languages. It may depend on the program you want to import your data into that dictates which file encoding you should use. Check the other program to see what file encodings it supports.
Tap Forms can also export Number fields in a variety of different formats. For the Currency format, Tap Forms will use your regional number format settings to determine what currency symbol to use during the export. For example, in Canada and the USA currency numbers will be exported like $29.99, but in Europe the same value would be exported as 29.99 €.
Export Record ID
By enabling this option, you’re telling Tap Forms to export the values that uniquely identify each record in your form. Tap Forms will add a column called form_record_id to your CSV file. If you import a file into Tap Forms which has a form_record_id column, it will search for matching records and update their field values rather than adding new records to your form.
Export Linked Records
With this option enabled, Tap Forms will generate separate files containing the records from any linked forms. If you want to import these files into another copy of Tap Forms, make sure you import the parent form’s CSV file first and then import the child records. That way Tap Forms will be able to join up all the child records to the parent records.
Field Type Tags
By turning on Field Type Tags, you’re telling Tap Forms to generate a header row that contains a tag that identifies the field’s type.
The following are the tags that Tap Forms will generate
|<date_time>||Date & Time|
|<form>||Link to Form|
For example, a CSV export file of a movie library form would look something like this:
|Movie Title<text>||,||Release Year<number>||,||Synopsis<note>||,||I Watched This<check_mark>|
|Terminator 2: Judgement Day||,||1991||,||The cyborg who once tried to kill Sarah Connor is dead, and another T-101 must now protect her teenage son, John Connor, from an even more powerful and advanced Terminator, the T-1000.||,||1|
When you enable this flag, Tap Forms will generate a zip file that contains your records in CSV files and also a folder within the zip file that contain all of the media referenced in your records. Each media type will have a separate folder named with the name of the form being exported and the media type. For example “My Work Expenses-Photos”, “My Work Expenses-Files”, etc.
Need more help with this?
Don’t hesitate to contact us here.