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Ways to export to PDF or XLSX from Interface?

  • July 14, 2023
  • 7 replies
  • 529 views
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  • corb
  • Known Participant
  • 22 replies

Are there ways to export on-screen data for the applicable record or child records to a PDF or XLSX from interface designer? I'm aware of the page builder extension in the base, and the download to csv option in the base view screen - but I want my users to stay in interfaces. I'd like to be able to add a button up top that says "Export to XLSX" on a project plan and have an XLSX or CSV document be spawned for download from the interfaces screen. Alternatively it could be emailed or pushed to cloud storage.

Is there a way to do this natively? Or only with 3rd party integrations?

7 replies

Manuel_Tanco
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  • Manuel_Tanco
  • Participating Frequently
  • 9 replies
  • July 15, 2023

Hey, I don't know the exact answer. But hopefully this community post works, they speak about the same/similar issue you mention. Hopefully this is a bit better than no-answer😅
https://community.airtable.com/t5/interface-designer/button-to-trigger-automation-or-script-to-export-data-to-csv/td-p/83514

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  • bibiczh
  • Participating Frequently
  • 17 replies
  • July 17, 2023

Hello @corb 

That's an excellent question I had to face a few month ago. You can now do it with the premium version of Excel-Exporter. There is a freemium version and a premium version with a 7 day free trial. You can also ask them custom tools if you have a very specific need. It's a third party app that you can find on the marketplace of airtable and it does 100% of what you ask. Moreover, the data of your export don't go through any server, so it's pretty safe. Cheers!

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  • corb
  • Author
  • Known Participant
  • 22 replies
  • July 17, 2023

Hello @corb 

That's an excellent question I had to face a few month ago. You can now do it with the premium version of Excel-Exporter. There is a freemium version and a premium version with a 7 day free trial. You can also ask them custom tools if you have a very specific need. It's a third party app that you can find on the marketplace of airtable and it does 100% of what you ask. Moreover, the data of your export don't go through any server, so it's pretty safe. Cheers!


Looks like a nice extension but can you access extensions from an Interface UI? I didn't think you could.

GavinA
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  • GavinA
  • Inspiring
  • 90 replies
  • September 20, 2023

@corbthis is how to do it:

https://youtu.be/dZ5Eh746yVI

Corresponding guide in the description

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  • Emma_Salter
  • Known Participant
  • 11 replies
  • May 5, 2025

​@bibiczh 

Is there a way to schedule a download using the excel exporter? That would be amazing! I’m playing with the free version atm as I cant seem to find the 7 day trial for premium features.

Dan_Montoya
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  • Dan_MontoyaEmployee
  • Employee
  • 275 replies
  • May 5, 2025

You can export from certain interface page types to a CSV.  Once you have a CSV you can import to XLS.

 

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  • bibiczh
  • Participating Frequently
  • 17 replies
  • May 6, 2025

​@bibiczh 

Is there a way to schedule a download using the excel exporter? That would be amazing! I’m playing with the free version atm as I cant seem to find the 7 day trial for premium features.

Hi Emma, 
Thank you for your question! Indeed, the 7 day trial has been removed (but not from the website apparently). And to answer your question, atm you can’t schedule a download, but it might come at some point :)


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