Users can export Fulcrum data, make changes and add information elsewhere (in, say, Excel), and then reimport to update those data. This can be very useful when needing to update or modify a large number of records. For this tutorial, I am exporting data of locations where water samples were taken, intending on adding the lab results via Microsoft Excel.
Export your data to get started. Follow the steps of the export wizard. It is essential to make sure you include the record ID during step 1 of the export wizard. This is what Fulcrum will use to match your data back up when you’re importing your updated dataset.
This data was exported as a CSV file, which can be edited in Excel, Numbers, or any number of other tools. I added salinity, pH, dissolved oxygen, and contaminants to the records - data points derived from another source outside of Fulcrum. I want this data to be distributed along with my field-collected data to my field teams, so loading it into Fulcrum will allow it to be synced down to mobile devices.
Return to the Fulcrum web app and select Import from the app options box. Follow the import wizard. Fulcrum will automatically detect and using the record ID’s, match the record ID from your data for each record with the corresponding record inside the Fulcrum database.
After the import process is completed, the new data can be seen in the record view.