Import and export
Move data in and out of Orkyo — CSV and JSON imports, exports per page, and the PDF Gantt of the schedule.
The top bar’s Import and Export buttons are context-aware: they act on whatever page you have open. On a page with nothing to move, they read “Import not available” / “Export not available”.
What moves, where
| Page | Export | Import |
|---|---|---|
| Utilization (Gantt Chart) | — | |
| Spaces | CSV | CSV |
| Requests | CSV | CSV |
| Conflicts | CSV | — |
| Criteria | CSV, JSON | CSV, JSON |
| Sites | CSV, JSON | CSV, JSON |
| Request Templates | CSV, JSON | CSV, JSON |
| Users | CSV, JSON | CSV, JSON |
Each dialog describes its scope in place — e.g. Spaces: “Export or import the list of spaces with their properties and capabilities”; Conflicts: “Export the current list of conflicts (import not available)”.
Exporting
- Open the page whose data you want, choose Export.
- Pick the Format and adjust the File name.
- Export downloads the file.
The Utilization export is special: it produces “a PDF visualization of the Gantt chart showing all scheduled requests” — scoped to the current view, so set your scale, period, and site before exporting. Ideal for shift handovers and planning meetings.
Importing
- Open the matching page, choose Import.
- Pick the Format, then Browse to select the file.
- Import validates before applying: “The import will validate data before applying changes. Existing items with matching IDs will be updated.”
That last sentence is the important one — import is an upsert. Rows with matching IDs update existing records; rows without create new ones. To bulk-edit, export first, modify the file, and re-import it.
Practical notes
- Round-trip for structure. The most reliable way to learn the expected columns is to export first — the export format is the import format.
- Import reference data early. Loading criteria, sites, and templates from files is the fastest path through initial setup — see Import your existing data.
- Presets are the bigger hammer. For whole-tenant configuration (criteria + groups + templates in one file), use Presets instead of per-page imports.