Importing & Exporting Data

Donotname lets you bring data in from spreadsheets and take it back out as CSV or PDF — for a whole table, a whole view, a selection of records, or a single record.

Importing a CSV or Excel file

You can create a new table from a file, or import rows into an existing table.

1. Click Add a table ▸ Import (or Import into from a table's menu).
2. Upload a .csv or .xlsx file, or paste a link.
3. Review the field configuration screen: each column shows a detected field type you can change, and a name you can edit.

Choosing the primary field (new)

When you import a file as a new table, you now choose which column becomes the primary field — the main column that identifies each record.

• In the field-configuration preview, click the key icon on the column you want as the primary field.
• The chosen column is locked (it can't be deleted) and its type is limited to types allowed for a primary field (single-line text, long text, number, date, single/multi-select, rating, formula, and similar — not checkbox, attachment, or link).
• If the column you pick can't be a primary field (for example a checkbox), it is automatically converted to single-line text.
• The primary column is placed as the first (left-most) column of the new table.

If you don't pick one, the first column stays the primary field, as before.

Tip: The primary field should be something that uniquely and clearly names each row — like a company name, an order number, or a person's name.

Exporting & downloading records

There are two output formats everywhere:

• CSV (labelled Export / Download CSV) — a spreadsheet file.
• PDF (labelled Print / Download PDF) — a formatted document.

A whole view or table

Open a grid view's menu (or a table's menu) and choose Download CSV or Download PDF. The export respects the view's filters and visible columns.

Selected records (grid right-click)

Select one or more rows in a grid, then right-click and choose Download CSV or Download PDF. Only the selected records are exported.

• If you select records inside a grouped view, only your selection is exported (not the whole group).
• For very large selections, the whole (filtered) view is exported instead, and a message tells you so.

A single record (record popup)

Open any record — in grid, kanban, gallery, or calendar — and use the ⋯ menu in the record's header:

• Download PDF produces a clean one-page "detail sheet" listing every field and its value.
• Download CSV exports that single record's values.

This is available to anyone with export permission (you don't need edit or delete rights). It also works in the linked-record popup you open from within another record.

Linked records (link field dialog)

When you open a link field to choose related records, the dialog has an Options button next to Confirm:

• Print (PDF) and Export (CSV) download the records currently linked in that field.

Permissions

Exporting requires the export permission on the table. Members who can view and export — but not edit or delete — can still use every download option above.

Import & Export activity log (space admins)

Space Owners can review every import and export across the whole workspace. Open Space Settings ▸ Import & Export Log. Each entry shows the date/time, who did it, whether it was an import or an export, the table affected, the format (CSV/PDF), the record count, and the status. The log records forward from when the feature is enabled — earlier activity isn't backfilled.