Data is the core component of any Fulcrum implementation. Whether you are importing existing data for field verification or collecting new records, Fulcrum makes it easy to get your data both into and back out of the system. The platform also provides a variety of integration points for working with your data outside of Fulcrum.
System Metadata Columns
Every Fulcrum record includes several standard system-level metadata columns. These attributes support internal processes and are automatically updated by the system as needed.
Record ID (_record_id): Unique ID for the record. This field is used to maintain a globally unique reference to that record.
Child Record ID (_child_record_id): Only available on downloaded files that contain child records. Globally unique ID for the child record.
Fulcrum Parent ID (_parent_id): Only available on downloaded files that contain child records. The parent ID column contains the Fulcrum ID of the parent record that the record is associated with in Fulcrum. It can be used in a database system or GIS to create relationship links or table joins. When you import data back into Fulcrum this field is used to link the child records to their parent record. If you have multiple repeatable sections nested together, the _record_id column will always show the root record ID at the top level.
Title (_title): The record title. Can be a single field or concatenation of multiple fields.
Version (_version): The current version of the record. The version number increments each time a record is modified. Review all versions of data using the record history view.
Server Created At (_server_created_at) / Server Updated At (_server_updated_at): These fields indicate when the record was created or updated on the Fulcrum server. The difference between Created / Updated At and Server Created / Updated At is due to delays between capturing the record on the device and syncing it with the server.
Created At (_created_at) / Updated At (_updated_at): These fields show timestamps for when the record was initially created, and most recently updated. They are only editable by updating existing records using the importer or API.
Created By (_created_by) / Updated By (_updated_by): These fields show which user created or last updated the record.
Existing data can be imported into Fulcrum via the Import Wizard or programmatically via the REST API. The import wizard can be used both to import new records and to update existing records. The Import Wizard supports the shapefile and CSV data formats. Multiple files should be zipped into a .zip file archive before importing into Fulcrum.
When updating existing data via the Import Wizard, your import file must include the _record_id column with the system IDs for the records. Only include the records and columns you want to update.
Geometry: Fulcrum currently only supports point geometries.
- Shapefiles with line or polygon geometries will have their centroid point imported as the record location.
- The Import Wizard supports most common projections, and will automatically reproject coordinates to WGS84.
- CSV files with latitude and longitude columns will automatically be recognized as geometry columns by the Import Wizard.
Files: Include files for the parent record, as well as any repeatable field tables. The Import Wizard includes table and field mapping to associate your imported files with the corresponding Fulcrum tables and columns.
- When importing data into an app with repeatable fields, you will be given the opportunity to select which files correspond to their intended destination table.
- You can import photos in .jpg format by including them at the root of the zip file and referencing the file name in the photo column of the import table.
The best way to prepare a data import is to run a CSV export to see the structure that Fulcrum expects.
Fulcrum’s data management tools allow stakeholders to monitor progress, view, filter, query, and download data, all from a fast and intuitive web-based interface. You can visualize your data in map, table, or split-screen views, rearrange and sort columns, perform a quick full-text search, or create advanced filters based on multiple fields. The Fulcrum Editor provides some basic summary statistics and you can easily download data subsets for further analysis outside of Fulcrum.
A View is a combination of filters, sorting, and column adjustments that can be named and saved for future reference. Let’s say you have a consistent operational need to review/download all inspection records updated in the previous 7 days with a status of Pass. You could set up a custom filter using a combination of fields (Status, Updated At, etc.), sort by timestamp, hide some nonessential fields, and save a view called Weekly Review for easy future access, without having to recreate all your settings. Once a View has been saved, it can be accessed via the app selector dropdown or in the views list below the app name on the Fulcrum dashboard.
Once collected, data must be processed or analyzed, so that it can be turned into actionable information. The standard workflow is to collect your data in the field with Fulcrum, then export it out for analysis in your favorite database, spreadsheet, or GIS application. There are several options for getting your data out of Fulcrum in a variety of standard formats.
Note: Not all users can export/download data. The ability to export data depends on the Role that the user is assigned to. Certain data formats may also be restricted by subscription plan or download method.
Record Editor Data Downloader
You can quickly download records directly from the Record Editor. Clicking the Download Data button will prompt you to select a file format, optionally include media files and define outputs for record links and media fields, and the resulting download will respect any record filtering or sorting that you have configured. When using split or map views, only the records visible within the map area will be downloaded. The total number of records that will be contained in the downloaded file is displayed to the right of the column setup icon above the table/map area.
Record Export Wizard
The Export Wizard can be accessed by clicking the Exporter button next to the app name on the main page or via the Exports button above the activity feed. Exports have limited filtering options and allow you to export a full data archive, including full record history, raw GPS data, changesets, and photos, where available.
Programmatic Data Access
Supported Data Formats
- CSV (.csv)
- Excel XLSX (.xlsx)
- ESRI File Geodatabase (.gdb)
- ESRI Shapefile (.shp)
- SpatiaLite (.sqlite)
- SQLite (.sqlite)
- PostGIS (.sql)
- KML (.kml)
- GeoJSON (.geojson)
- GeoPackage (.gpkg)