Import / Export

Import / Export

Joinways lets you import and export your data to facilitate migration from another tool or back up your information.

Where to find

Path: Settings > Import/Export

Export data

You can export three types of data:

• Events — all your events with their details.
• Companies — your company database.
• People — your individual contacts.

Available formats: CSV, Excel (.xlsx) and JSON. The export is generated in the background and downloadable once ready.

Import data

You can import the same types of data:

1. Select the data type (Events, Companies or People).
2. Download the CSV template to see the expected format.
3. Prepare your file (CSV, Excel or JSON, max 10 MB).
4. Upload the file.
5. Joinways processes the import in the background.

💡 Download the CSV template first to see the expected columns and avoid format errors.

Import history

Each import is logged in the history with its status (in progress, completed, error). You can view details and any errors.

Preparing a successful import

A well-prepared import avoids duplicates and data errors. Before importing, clean your source file: remove empty rows, standardize date formats, and verify email addresses.

• Expected format — use a UTF-8 encoded CSV file with commas as separators. The first row must contain column headers.
• Required columns — for contacts: name, email. For events: title, start date. Other columns are optional.
• Test on a small sample — import 5-10 rows first to verify the column mapping is correct before importing everything.

Exporting your data

Export is useful for sending data to your accountant, running analyses in a spreadsheet, or simply backing up your information. Exports include all data visible according to your access rights.

💡 Export events with active filters to get a targeted file (e.g., only confirmed events for the current year).

Troubleshooting

My import fails with an encoding error?

Make sure your file is properly encoded in UTF-8. If you use Excel, save as 'CSV UTF-8' (not 'Classic CSV'). Accented characters (é, à, ç) can cause issues with incorrect encoding.

Duplicates were created after the import?

Joinways detects duplicates by email address for contacts. If duplicates appear, the emails differ slightly. Manually merge the affected profiles and clean your source file for future imports.

Best practices

Before importing, clean your CSV data: remove duplicates, standardize date formats (YYYY-MM-DD), and make sure required fields (name, email) are filled. This prevents import errors and duplicate records.

💡 Export your current data first as a backup before running a large import. This lets you restore the original state if something goes wrong.

FAQ

What is the maximum file size for imports?

10 MB per file.

Can I import quotes?

No, only events, companies and people can be imported at this time.

Can I schedule automatic exports?

Not currently. Exports are manual and on-demand. You can export as often as needed from Settings > Import/Export.

See also

• Manage people
• Manage companies