Import & export

Import and export tooling lets you onboard data quickly and pull data out when you need it. It is restricted to admins or to roles granted import/export permission for the entity, and every run is audited and scoped to your organisation.

Importing data

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Add a short GIF here: importing data, downloading the template, uploading a filled file, watching the progress, and downloading the error report for any failed rows.

You can bulk-load master data, such as customers, vendors, items and employees, from CSV or Excel.

1. Download the import template for the entity. Each template includes column documentation and sample rows so you know exactly what to enter.
2. Fill in your data.
3. Upload the file. The import runs in the background; you can watch its progress.
4. Each row is validated against the required format and business rules.
5. When it finishes, valid rows are saved and invalid rows are skipped: there are no partial records. Download the error report to see the exact row numbers and messages for anything that failed, fix them, and re-upload.

Imports are resilient, a transient hiccup during the run is retried and resumed rather than losing your progress.

Exporting data

• Any list can be exported. Per-entity export templates document their columns.
• Small exports download straight away; large exports run in the background and are made available as a download link when ready.
• Both CSV and Excel formats are supported.

Good to know

• The customer portal role has no access to import or export.
• Field masking still applies to exports, data a role isn’t allowed to see is masked in the exported file too. See Roles & permissions.