Import and export

Bring in data from spreadsheets and take it out again.

Steps

1. 1Go to Settings → Import & export.
2. 2Choose Accounts, Contacts, Leads or Products and upload a CSV or Excel file.
3. 3Check the column mapping and choose how to handle duplicates.
4. 4Review the preview, then select Start import. It runs in the background with progress, and you are notified when it finishes.
5. 5Download the errors file to fix rows that could not be imported.
6. 6Use Export to download records you are allowed to see.

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