Fieldbook can import and export data in spreadsheet/CSV format, including files from Excel and Google Sheets.

Creating a new book from a file

You can create a new book from a spreadsheet or CSV file:

You can also just drag and drop a file onto that icon, or onto the main book list.

Creating a new sheet from a CSV file

When you add a sheet to a book, you can create it by importing a CSV file:

(Right now you can't import a CSV into an existing sheet, or import a spreadsheet file into an existing book.)

What's a CSV, anyway?

“CSV” stands for Comma-Separated Values. It's a format that spreadsheet programs support. To export a CSV from your spreadsheet, choose a sheet and “Save as” or “Download as” CSV.

What gets imported?

From a spreadsheet workbook, each sheet is imported into a Fieldbook sheet. Data and column widths are imported, but not formatting or formulas.

From a CSV, a single Fieldbook sheet is created. The CSV format only includes data, not formulas or any formatting, so that is what is imported.

Import tips

For a clean import:

1. Make sure the first row of your file contains the column headers.

2. Eliminate:

  • blank lines
  • blank columns
  • totals rows
  • anything else that doesn't fit the core grid of data

Exporting a CSV

You can download any sheet, view or report in Fieldbook as a CSV, just open the sidebar and choose the download option:

Then choose CSV:

Exporting a book as an Excel file

You can download any book as a Microsoft Excel file, just open the sidebar and choose the download option as shown above, then select the Excel format. 

Note: calculated data from formula columns will be copied into the Excel file as standard text, however Fieldbook formulas and links between sheets are not supported in Excel.

Exporting the full structure of a book as a JSON snapshot

You can also choose to export the entire book in a custom JSON format, including all links and formulas. This is for programmers and other technical users, and is documented here:

Exporting the entire book including attachments

If you choose “Entire book”, you'll get a ZIP file with Excel (as above), JSON (as above), and all attachments.

Import/export via API

You can also use our API to import or export data programatically. Check out our API documentation to get started.

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