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Backup and restore items using JSON files for migration or recovery. Each folder and item has a Key field. The key is used during import and export for backup and migration. The data grid displays default columns for folder key and item key.

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Open Backup & Restore

1

Open Backup & Restore

  • Go to the Coconut Grid Settings tab
  • Click Backup & Restore

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Export Items

1

Select items

  • Select items from the data grid
2

Open Export dialog

  • Click Export from the quick buttons
  • The Export Items dialog opens
3

Export file

  • Click Export
  • A JSON file is downloaded

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Import Items

1

Open Import dialog

  • Click Import from the quick buttons
  • The Import Items dialog opens
2

Select file

  • Drag and drop a JSON file into the dialog or click to select a file
3

Select items

  • Available Items displays items in the JSON file
  • Click items to select what you want to import
4

Choose import option

  • Select one of the following.
    • Upsert records by key
    • Create new records in selected folder
  • Select Owner
    • Applies only to new items, not updated items
5

Import

  • Click Import to start the process

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Delete Items

1

Delete items

  • Select items from the data grid
  • Click Delete from the quick buttons
  • Click Delete to confirm