Export data from the Now Platform in a variety of formats.

Key benefits

  • Export an individual record to a PDF or XML file directly from a form.
  • Export multiple records to a CSV, Excel, PDF, or XML file directly from a list.
  • Export multiple records from a table using the CSV, Excel, PDF, or XML processor in a URL with optional parameters.
You can also export data from your instance using the following options:
  • Export multiple records from a table via a web services request. For example, you can create an external application or process to automate the retrieval of data from an instance via web services such as REST or SOAP. For more information, see Web services.
  • Push all the data that you want to export to an external file by creating an export set. For more information, see Export sets.

Associated roles

You can export form data to PDF or XML, depending on your role.
  • The PDF options are available to all users.
  • The XML option is only available to users with the admin role.
You can export records in a list to Excel, CSV, XML, JSON, PDF, or an Export Set depending on your role.
  • The Excel, CSV, JSON, and PDF options are available to all users.
  • The XML option is only available to users with the admin role.
  • The Export Set option is only available to users with the export_set_admin or admin role.

Export formats

Column headers

The file type you export to, such as CSV or PDF, determines how column headers are exported. In general, formats meant for human consumption such as PDF display the column label, whereas formats meant for machine use, such as CSV, use the database field_name.