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 Thispersonal pageinformation. isStore beingthem written.responsibly and delete working copies when you're done.

Importing

ItAdministration will→ cover:Import.

bringing

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

Always test a spreadsheetreal 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 exporting data out, with field-matching tips.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.