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Importing and Exporting Records

Importing and Exporting Records

Introduction to Importing and Exporting Records

Where available, record lists will display 2 icons in the top right of your screen, above the primary button. this guide will explain how to import and export records in Thrive.

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  1. Import - Used to import (upload) records, in .csv format.
  2. Export - Used to export (download) records, in .csv format.

How to Import/Update Records in Thrive

  1. At the top right corner of the screen, click the upload icon labelled ‘Import (Record Name)’.
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Tip: We recommend using our template for uploading records. In the Import window, click Download template CSV file - this will download a file containing the correct headers for importing a record to Thrive. You can add information about a record in this file, and upload it.
  1. Drag and drop the file into the upload area, or click the upload icon to upload your file.
  2. Click Import.
  3. Once Thrive processes the file, your records will be imported to Thrive.

How to Export Records in Thrive

  1. At the top right corner of the screen, click the download icon labelled ‘Export (Record Name)’.
  2. Thrive will export the records, and download a .CSV file to your computer.
  3. Open the file to view the exported records.

How to Update Records in Bulk in Thrive

You can use importing and exporting records to make changes in bulk to every existing record at once. Follow these steps:

  1. At the top right corner of the screen, click the download icon labelled ‘Export (Record Name)’.
  2. Open the .CSV file in Excel, and make the changes.
    3. ❓
    Note: Ensure you don’t change any header fields in row 1.
  3. Save the file, then click Import in Thrive.
  4. Drag and drop the file into the upload area, or click the upload icon to upload your file, and click Import.
  5. Once Thrive processes the file, every records will be updated with your changes.

FAQ

Why am I seeing an error when uploading records?

  1. There may be an issue with the data you’ve entered. For example, for the customer’s country, Thrive only accepts the shorthand code for a country - for example, Ireland = IE.
  2. Check that the headers in your file match the .CSV Template you download from Thrive. Any differences mean the header won’t be recognised.
  3. Check your internet connection is up - You need an internet connection to upload files. If you can’t do a Google Search, your internet is likely down.
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