Manage Data — import and export

Purpose

Use the destination's flow and review the result to avoid duplicates.

Step by step#

1. 1

   Open the account menu → Manage Data.

2. 2

   In Export, choose the authorized data and check the generated file.

3. 3

   In Import, choose CRM, Tasks, Projects or Customers and download the destination template.

4. 4

   Fill in the columns in the requested format; prepare referenced pipelines/stages/projects before importing.

5. 5

   Upload the file and check the preview, errors, warnings and valid rows.

6. 6

   For duplicates, consciously choose ignore/update/create according to the destination options.

7. 7

   Confirm the import and follow the result; re-import only corrected failures.

8. 8

   Users are imported in Create User → Bulk import; products in Catalog → Import. Each flow has its own rules, not a universal 5,000-row limit.