Overview of export types in ProgressionLIVE
ProgressionLIVE offers two distinct export mechanisms, each with a specific purpose.
Full export (via the "Import / Export" button)
"Export to Excel" (screen display-based export)
⚠️ Important: These two export types are not interchangeable and do not serve the same use cases.
1. Full export (via the "Import / Export" button)
General description
The Import / Export button export allows you to export all data associated with an entity.
This export is ideal for:
migration,
data backup,
bulk data creation or updates.
Locating the button in the ProgressionLIVE interface
In the ProgressionLIVE interface:
The Import / Export button is accessible from the action bar on most management screens (Customers, Tasks, Products, etc.).
It is separate from the Export to Excel button, which is generally located nearby.
When you click Import / Export:
a window opens,
it contains several tabs, including Importation, Import Templates, and Exportation,
the Exportation tab lets you choose the generic export type (e.g., Customers, Tasks, Recurrences, Types, etc.).
The screenshot associated with this section shows the location of the "Import / Export" button and the generic export window.
What the full export allows
✅ Export all data for an entity, without visual filtering
✅ Get a file with import-compatible headers
✅ Reuse the file as a working template
Relationship with import
Files generated via Import / Export:
follow the structure expected by ProgressionLIVE,
can be modified,
then re-imported to create or update data.
➡️ This is the only export type recommended when an import is planned afterward.
2. "Export to Excel" (screen display-based export)
General description
The Export to Excel option exports only the data currently displayed on screen.
This includes:
visible rows,
displayed columns,
applied filters.
Recommended use
This export is ideal for:
creating one-off reports,
analysis,
sharing targeted lists.
➡️ Data selection is done exclusively through the interface (filters and columns).
Important limitation
❌ Column headers are visual, not technical
❌ Exported files are not import-compatible
➡️ A file from "Export to Excel" should never be used as an import source.
Summary comparison of the two export types
Export type | Data included | Import-compatible | Main use case |
Import / Export | All entity data | ✅ Yes | Import, migration, backup |
Export to Excel | Data visible on screen | ❌ No | Reports and analysis |
General best practices
✅ Use Import / Export whenever an import is planned
✅ Use Export to Excel for reporting only
✅ Always test imports with a sample
❌ Do not modify column headers in a file intended for import
Supported entities (overview)
The Import / Export button works with several families of entities. This section provides a high-level overview, without going into the specific rules for each entity.
Data entities
These entities represent operational data (records):
Tasks
Recurrences
Task groups
Customers
Locations
Human resources
Equipment
Products
Price lists
Timesheets
Configuration entities (Types)
Entities whose name starts with "Type" correspond to configuration:
Task types
Customer types
Location types
Human resource, equipment, and product types
Dynamic and generic types
Configurations
Statuses
➡️ These exports concern structure and rules, not the data itself.