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Import and export.

Import companies, contacts, and deals from CSV, export any record type, and download all workspace data.

Settings → Import & Export moves data in and out of the workspace. The list tables have no import or export control. All of it is here.

Concepts

  • CSV files hold one record type each: companies, contacts, deals, or finance records.
  • Workspace data is one NDJSON file with all workspace data, including archived records.
  • Research on import. An agent can research each imported record. Research is off by default because it uses model credits.

Import a CSV file

Companies, contacts, and deals have an Import action. Finance has no CSV import.

  1. Select Import on the row for the record type.
  2. Choose the CSV file. The dialog shows the row count.
  3. Map each column to a field. Columns with matching names map automatically. A required field blocks the import until it has a column.
  4. Turn on research if you want agents to fill in missing details.
  5. Start the import. The dialog shows progress.
  6. Read the result. It counts the created, updated, skipped, and failed rows, and lists each skipped or failed row with its reason.

A company that already exists with the same domain, or a contact with the same email address, is not created again. The import fills only its empty fields and never overwrites a value.

Export a CSV file

Companies, contacts, deals, and finance records have an Export action.

  • An export writes every active record of the type, up to 50,000 rows.
  • Company, contact, and deal files include active custom fields.
  • The finance file has one row for each subscription, standalone invoice, or standalone payment.
  • An export ignores the search, filters, sort, and pagination on the list.
  • Archived records are not in a CSV export.

Download workspace data

Owners and admins select Workspace data to download one NDJSON file. It holds the CRM tables, email, calendar events, legal documents, and website form submissions, including archived records.

Typical workflows

  • First import. Import companies first, then contacts, then deals. Contacts and deals link to companies that already exist.
  • Fill gaps. Export contacts, add missing phone numbers or titles in a spreadsheet, and import the file again. Existing contacts gain the new values. Values already set stay unchanged.
  • Monthly backup. An owner downloads the workspace data file and stores it safely.

Open it in your workspace

Open https://<your-portal>.example.com/<workspace>/settings/import-export to import or export data.