Import/Export
OpSee supports bulk data operations for all major data types. Import from CSV, Excel, or JSON files to populate your system quickly, and export for backup, reporting, or cross-plant standardization.
Supported data types
| Data Type | Export | Import | Template |
|---|---|---|---|
| Equipment | CSV, XLSX, JSON | CSV, XLSX, JSON | Download template |
| Reasons | CSV, XLSX, JSON | CSV, XLSX, JSON | Download template |
| Loss Types | CSV, XLSX, JSON | CSV, XLSX, JSON | Download template |
| Reason Trees | CSV, XLSX, JSON | CSV, XLSX, JSON | Download template |
| Schedules | CSV, XLSX, JSON | CSV, XLSX, JSON | Download template |
| Translations | CSV, XLSX, JSON | CSV, XLSX, JSON | Download template |
Exporting data
Export is available from the toolbar of each data grid throughout OpSee. Click the Export button and choose your format:
| Format | Best for |
|---|---|
| CSV | Simple data exchange, spreadsheet editing |
| XLSX | Excel users, formatted columns |
| JSON | Programmatic processing, API integration |
Exports respect the current language setting. Translated names appear in the selected language.
Importing data
Import modes
| Mode | Behavior |
|---|---|
| Insert | Create new records only. Fails if duplicates exist |
| Update | Update existing records only. Fails if record doesn't exist |
| Upsert | Create if new, update if existing. Safest for mixed data |
Using templates
For each data type, download the template file first:
- Navigate to the data type's page
- Click Import → Download Template
- Fill in the template with your data
- Upload the filled template
Templates include column headers, data types, and example values.
Import workflow
- Download template for the data type
- Fill in your data in the template format
- Click Import and select your file
- Choose import mode (Insert, Update, or Upsert)
- Review the import summary
- Confirm to apply
:::tip Language-aware imports After importing data, OpSee can automatically update translations for all configured languages. Enable the auto-translate option during import if you have the DeepL integration configured. :::
Common import scenarios
| Scenario | Data Types | Mode |
|---|---|---|
| New plant setup | Equipment, Reasons, Loss Types | Insert |
| Cross-plant standardization | Reason Trees, Loss Types | Upsert |
| Translation update | Translations | Upsert |
| Schedule migration | Schedules | Insert |
:::caution Test with a small batch first When importing into a production system, test with 5–10 records first to verify the mapping is correct before importing thousands of records. :::
Next steps
- System Parameters — Configure system behavior
- Localization — Manage translations imported data relies on
- Overview — Back to Administration overview
Prerequisites
- Admin Overview
- Introduction — get the overall picture of OpSee
Related
- Architecture Overview
- Cockpit — complementary module