> For the complete documentation index, see [llms.txt](https://docs.geodin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.geodin.com/integrations-and-plug-ins/overview/plan-and-export-to-geodin.md).

# Plan and Export to GeoDin

This first step of the integration workflow plans borehole locations as a point feature class in ArcGIS Pro, exports them to Excel, and imports them into GeoDin - so the investigation starts from one consistent, georeferenced set of locations. The walkthrough uses the demo dataset: 12 boreholes named like `BH12/CPT12`, EPSG 2232 (NAD83 / Colorado Central ftUS).

{% embed url="<https://www.youtube.com/watch?v=BGi4QhmIx3M&list=PLfA_dsMIot34WQYVtEluk87UsZt0hb21A&index=5>" %}

> **Video chapters:** 0:00 Create a Project and Feature Class in ArcGIS Pro | 0:16 Add Points to the Map | 0:35 Review Attributes of Points | 1:04 Export Data to Excel | 1:17 Import Data into GeoDin | 1:46 Verify Imported Data

## Requirements

* ArcGIS Pro with a file geodatabase (GDB) for the project.
* GeoDin with the target database and project already created - the import step needs an existing project to receive the records.

### Step 1: Create a project, geodatabase, and point feature class in ArcGIS Pro

Create a new ArcGIS Pro project. In the **Catalog** pane under **Databases**, the project geodatabase is created with it. Right-click the geodatabase and choose **New > Feature Class**, set the geometry type to **Point**, and name it for the investigation (for example, `Investigation_Plan`).

<figure><img src="/files/GbUhVKKUiydWzqFmks3a" alt=""><figcaption><p>The project geodatabase and point feature class in the Catalog pane</p></figcaption></figure>

### Step 2: Add borehole points to the map

On the **Edit** ribbon, choose **Create**, pick the feature template for the point feature class, and click each planned borehole location on the map. **Save** the edits when done.

<figure><img src="/files/43onU5OxvY3YEzJu8wik" alt=""><figcaption><p>Creating the planned borehole points on the map</p></figcaption></figure>

### Step 3: Populate and review point attributes

Open the attribute table and complete the fields each record needs before export:

* **Full location name** - the borehole name (for example, `BH12/CPT12`).
* **Easting / Longitude** and **Northing / Latitude** - the coordinates.
* **EPSG-code** - the coordinate reference system (for example, 2232).
* **Status** - the investigation status.

Missing fields can be added with **Field: Add** in the attribute table before populating them.

<figure><img src="/files/TtEYyFgG4n8JAiHNCWWt" alt=""><figcaption><p>The attribute table with names, coordinates, and EPSG codes completed</p></figcaption></figure>

> ⚠️ **Export gotcha:** ArcGIS Pro doubles underscores in field names on export (`Easting__Longitude`). Keep this in mind when mapping columns during the GeoDin import - the content is unchanged, only the header differs.

### Step 4: Export the point data to Excel

Right-click the layer and export the attribute data to Excel. Confirm the export completes and the file opens without errors.

<figure><img src="/files/TXW8jkw9usQjGdCHZm8S" alt=""><figcaption><p>Exporting the layer's attribute data</p></figcaption></figure>

<figure><img src="/files/NzbHeUTOa4DtKxVAYIzt" alt=""><figcaption><p>The export dialog with the output Excel file</p></figcaption></figure>

### Step 5: Configure the import in GeoDin

In GeoDin, select the project's **Objects** node and start the **Import general data** method:

* On the **Data source** tab, select the exported Excel file, pick the worksheet, and enable **First row contains column names**. Check the preview.
* On the **Parameter links** tab, set **Object type** to **Location** and link the spreadsheet columns to GeoDin parameters - or use **Load configuration** to reuse a saved mapping.

<figure><img src="/files/wKGmCTVFyvJ76akQgHJk" alt=""><figcaption><p>The project's Objects node - starting point for the import</p></figcaption></figure>

<figure><img src="/files/IXm5994r89qwF1oQnqZV" alt=""><figcaption><p>Data source tab with the Excel worksheet and preview</p></figcaption></figure>

<figure><img src="/files/maZOlWg6xGsFniF3QiD0" alt=""><figcaption><p>Parameter links tab with Object type set to Location</p></figcaption></figure>

<figure><img src="/files/7wxpOGN70OuTIjhlDaLM" alt=""><figcaption><p>Loading a saved import configuration</p></figcaption></figure>

For the full reference on import options, see [CSV and Excel Import](/importing-data/csv-and-excel-import.md).

### Step 6: Run and verify the import

On the **Import** tab, review the preview and check that the **Summary** shows the expected count (for example, "New data records: 12"). Click **Perform import** and confirm with **Yes**.

<figure><img src="/files/v89kGme6pOnq22ZPJ59V" alt=""><figcaption><p>Import preview with the record count in the summary</p></figcaption></figure>

<figure><img src="/files/vFid3dp5p4gZAM2wqTX7" alt=""><figcaption><p>Confirming the import</p></figcaption></figure>

### Step 7: Verify the imported borehole records

Open an imported borehole in GeoDin and confirm the name, coordinates, and EPSG code match the planned values from ArcGIS Pro.

<figure><img src="/files/rNcR9uD8kAkDQiW1BAV5" alt=""><figcaption><p>Opening an imported record</p></figcaption></figure>

<figure><img src="/files/hxD1yPEF0yO1fy9SHUxv" alt=""><figcaption><p>The imported borehole with its location on the map panel</p></figcaption></figure>

## Optional settings

* **Load configuration / save configuration** - after the first import, save the column mapping in GeoDin; repeat imports become a two-click operation.
* **EPSG consistency** - keep one EPSG code across all records of an investigation; mixed codes place points in different systems.

***

**Next step:** [Export the collected field data back to ArcGIS Pro](/integrations-and-plug-ins/overview/export-to-arcgis-pro.md) once the investigation has been carried out in GeoDin.


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