Importing & Exporting Records

Exporting

• Open any list view (e.g. Contacts), filter if you like, select records (or all), then Export.
• Choose the format (CSV or XLSX) and which fields to include.
• Exports are useful for reporting, a quick safety copy before a risky change, or prepping data for re-import.

Exported files often contain personal information. Store them responsibly and delete working copies when you're done.

Importing

Administration → Import.

1. Choose the record type and upload your file (CSV).
2. Map each column to a field. Getting this wrong writes data into the wrong place.
3. Match by a field (often email) so existing records are updated rather than duplicated.
4. Set the options (e.g. how to treat existing values) and run the preview.
5. Import.

Always test a real import first — in the Sandbox, or with just a handful of rows in Production — before running a big one. A wrong mapping or match field can create hundreds of duplicates or overwrite good data. Keep the source file so you can correct and re-run.

Tips for clean imports

• Tidy the spreadsheet first: consistent dates, phone formats, no stray columns.
• Use a stable match field (email is common) to update instead of duplicate.
• Import related records in dependency order — the thing being referred to before the thing that refers to it.