Import and export data

Audience: MSP staff with Import and/or Export management access. Open Settings > Import / Export. Import and Export permissions are separate; an account may see only the tab it can use.

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Import a CSV

1. Select the intended data type. Current import options include companies, locations, devices, compliance checks/results, Planner items, goals and Company Roles.
2. Download that type’s CSV template and use its current columns. Preserve identifiers and required relationships according to that template.
3. Prepare a small, reviewed file before a larger import. Select the CSV or drop it into the upload area.
4. Choose the mode: create, update or both. Confirm the type and mode again before starting the import.
5. Run the displayed import action and read the complete result. Check the resulting records before retrying rows or importing a larger file.

Selecting a file does not import it. The import action can create or update stored data; this is not a guaranteed dry run or an all-or-nothing transaction. Inspect failures and the resulting records before rerunning a file that may already have changed data.

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Export one data type

Choose the data type and company scope, then start the CSV export. The download is a snapshot of that export’s supported fields. Company-scoped types use the selected company; tenant-level types do not. Compliance checks, Company Roles, custom fields and broadcasts are tenant-level exports and remain organization-wide even when you select one company. Their filenames use all for that reason. Check file contents and scope before sharing a download.

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Export All

Export All builds a ZIP of supported CSV exports. Some types can fail while others succeed: inspect the result and missing-type list instead of assuming a downloaded ZIP is complete. If every type fails, there is no successful combined export to rely on. Export-only data can include contacts, meetings and their content, budgets and products, survey responses, training, tool stack, goal updates, onboarding tasks and AI conversations. Not every exported type supports import. The ZIP is not a complete database backup or a one-click restoration package, and it does not promise to include all external PSA records or file attachments.

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Troubleshooting

If a CSV is rejected during selection, check that it is a CSV file recognized by the browser, rather than an Excel workbook renamed with a CSV extension. If relationships or updates fail, compare the current template and identifiers with the target records. If an export is incomplete, inspect the per-type result and available history, then retry only the missing export where appropriate.

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FAQs

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Related guides

• import-companies
• Import Devices
• companies