Import / Export

Import/Export helps you onboard quickly and keep control of your data.

Import / Export

Use Import / Export to back up or re-import your Events, Companies, and People. Supported formats: CSV, Excel (XLSX), and JSON. Maximum file size for import: 10 MB. Processing runs asynchronously (e.g. via a background worker); track progress in job history.

Where to find it

• Go to Settings > Import / Export (or Import & Export).
• You’ll see a dedicated page with:
• Export section/tab
• Import section/tab
• Job history for past import/export jobs

Export data

1. Go to Settings > Import / Export.
2. In the Export section, choose the data type:

• Events
• Companies
• People

1. Configure any options, such as:

• Date range (e.g. for Events)
• Fields/columns to include

1. Click Export (or Start export).

• A file is generated and downloaded immediately, or
• A background job is created and you’re notified when the file is ready.

1. Download the file in CSV or JSON format for use in spreadsheets or other tools.

Import data

1. Go to Settings > Import / Export and open the Import section.
2. Choose the data type to import:

• Events
• Companies
• People

1. Upload your file in the expected format (CSV or JSON):

• Follow the provided template (columns, required fields, data types).

1. Review the preview:

• Check column mapping
• Review any validation errors or warnings

1. Click Start the import:

• An import job is created.
• Track progress and results in job history (success, errors, number of rows imported).

Job history

On Settings > Import / Export, the job history section shows recent export and import jobs:

• Status: in progress, completed, failed
• Date and time of the job
• Data type: Events, Companies, People

If a job fails:

• Review the error message.
• Fix the source file or options.
• Re-run the import or export.

Best practices

• Before bulk changes:
• Run an export to back up your data.
• For imports:
• Use the official template or sample file to avoid format and mapping errors.
• Check for duplicates (e.g. emails, names) if the app doesn’t handle deduplication automatically.
• For large volumes:
• Expect asynchronous processing.
• Always confirm completion in job history before assuming the operation is done.