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Imports and exports
Prepare files, validate and apply imports, recover safely, reverse changes, and export data.
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01Start hereImport and export overviewChoose the right import or export, understand the access required, and follow each step from file checks through completion or recovery.02How toPrepare an importChoose the import type and mode, download the correct template, order dependent data, and prepare valid CSV values.03How toValidate and apply an importUpload a CSV, resolve validation issues, review the preview, confirm changes, monitor progress, and verify the result.04TroubleshootingRecover or reverse an importRespond safely to a waiting, stopped, partially completed, or completed import without overwriting newer work.05How toExport dataChoose the right report, current-values template, or list download and handle exported organization data safely.