Import & Export

Found in: Data > Import-Export

• Navigation
• Export
• Import
• Import History
  • Deleting or Reviewing Import Jobs

The Import / Export module enables administrators and users to efficiently transfer large sets of data between external sources (like spreadsheets or management systems) and the SynControl platform.

It supports structured templates for importing new records, such as products, suppliers, checklists, and standards, as well as exporting system data for analysis, auditing, or reporting.

This functionality significantly reduces manual data entry, improves consistency, and helps maintain synchronized datasets across connected systems.

Let’s get started 🚀

Navigation

Step 1: Log in to your SynControl account using your administrator credentials and navigate to: Data → Import / Export.

Step 2: The dropdown will present three key options:

• Export
• Import
• Import History

Each of these serves a specific function in managing bulk data operations.

Export

Export allows you to extract data from SynControl into an external file format such as Excel. This is particularly useful for auditing, reporting, or migrating records.

Step 1: Navigate to Data → Import / Export → Export.

Step 2: The Export Templates page appears with configurable options.

Ref	Field	Description
1	Date From	Select the start date of the export range. Only records created or updated after this date will be included.
2	Date To	Select the end date for filtering export data.
3	Preset	Choose the data preset to export (e.g., Products, Technical Folders, Standards, etc.).
4	Format	Select the file format for the exported data (commonly Excel).

Step 3: Once all parameters are set, click Download export to generate and download the data file.

Import

Import enables users to upload structured data into the system in bulk using predefined templates. This is essential when adding new records for products, suppliers, checklists, standards, or technical folders.

Step 1: Navigate to Data → Import / Export → Import.

Step 2: The Import Templates page will open, displaying sections grouped by data type (e.g., Product, Supplier, Technical Folder, etc.).

Each section includes one or more upload panels labeled as templates. You can either:

• Download the available Excel template for reference.
• Drag and drop your filled-in file into the designated area.
• Or Choose Files from your computer to upload.

Available Import Templates

Category	Template	Description
Product	Products (Generic)	Upload or update product data. Supports up to 10,000 rows per file.
Standard	Standards (Generic)	Import standard definitions used across product or compliance processes.
Supplier	Suppliers and Factories (Generic)	Add or update supplier and factory information.
Technical Folder	Technical Folder Presets, Technical Folders (Generic)	Import structured compliance folders and preset templates.
Checklist	Checkpoints with Inputs	Upload quality or inspection checklist templates.
Defects	Defects	Bulk import defect categories or related data.
User	Admin Users, Clients as Users, Suppliers as Users	Import user accounts by role or type with respective limits.

Import History

Import History keeps a record of all completed and in-progress import jobs. This helps administrators track data uploads, monitor progress, and review errors.

Step 1: Navigate to Data → Import / Export → Import History.

Step 2: The system displays the Import Jobs page with a complete list of all past imports.

Ref	Field	Description
1	ID	The unique identifier for each import task.
2	File	The uploaded file name can be downloaded for review.
3	Size	Indicates the file size.
4	Template	Specifies the import category used (e.g., Checkpoints, Products, Standards).
5	Upload Date	Date and time when the file was uploaded.
6	Parse Date	The timestamp when the system began reading the uploaded file.
7	Transform Date	The time when data was converted into the internal system format.
8	Import Date	The time when the import was completed.
9	Error Date	Displays any error timestamp if an import failed.

You can use filters to narrow results by date, template, or error status. Options like Edit Mode, Embed, and Layouts allow for interface customization or embedding import data into dashboards.

Deleting or Reviewing Import Jobs

Old or invalid import entries can be managed directly from the Import Jobs list.

• Use Edit Mode to modify metadata fields if corrections are required.
• Use Clear Filters to reset search conditions.
• Click the file name to download and verify imported data.