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Import / Export lets MSP staff load records from a CSV file and download MSPortal data as CSV. This page is for MSP staff.

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Before you start

  • Open Settings > Platform > Import / Export. You need the Import permission to import and the Export permission to export. If you have only one, you see only that page. If you have both, you see Import and Export tabs.
  • Import a small test file first. An import can create or change records. It is not an all-or-nothing transaction and not a dry run.

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Import a CSV file

1

Open Import

Go to Settings > Platform > Import / Export and open the Import tab (Import Data).
2

Choose the data type

Under Select Data Type, choose Companies, Locations, Devices, Compliance Checks, Compliance Results, Planner Items, Goals or Company Roles.
3

Download the template

Under Download Templates, click Download Template for that type. Fill it in with the current columns. Keep any identifiers and required relationships the template shows.
4

Upload your file

Under Upload CSV File, drag your file onto the area, or click Browse Files. Only CSV files are accepted. Choosing a file does not import it.
5

Choose the import mode

Under Import Options, choose how to treat existing records.
6

Run the import

Check the data type and mode again, then click Import Data. A toast says Import successful or Import failed.
7

Check the result

Read the result and look at the records. Open Import/Export History to find the run. If rows failed, click View Error. Fix the file and import again only after you check which records already changed.
Choose the data type, CSV file and import mode before running Import Data.

Choose the data type, CSV file and import mode before you click Import Data.

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Export one data type

1

Open Export

Go to Settings > Platform > Import / Export and open the Export tab (Export Data).
2

Choose the data type

Under Select Data Type, pick what to export. See the list below.
3

Choose the company

Under Export Options, choose All Companies or one company.
4

Export

Click Export Data. The CSV downloads as {datatype}_export_{company}_{date}.csv. A toast says Export successful.
Exports only cover data created and managed in MSPortal. PSA data such as tickets and invoices is not included. Compliance checks, Company Roles, custom field values and broadcasts are tenant-wide. The company choice does not apply to them, and their file names use all. Check the contents and scope before you share a file. Export types: Onboarding exports cover task data only. Stored client credentials and uploaded files are never included.

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Export everything

1

Choose the company

On the Export tab, choose All Companies or one company under Export Options. The choice applies to every type except the tenant-wide ones.
2

Click Export All (ZIP)

Click Export All (ZIP). Wait for it to finish. It can take a minute.
3

Check the result

The file is named msportal_export_{company}_{date}.zip. If a toast says Export completed with errors, it lists the types that failed. Export those again on their own. If All exports failed appears, no file was made.
The ZIP is a set of CSV exports. It is not a full backup, and it cannot restore your portal in one step.

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Troubleshooting

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Frequently asked questions

No. Pick the mode and click Import Data.
No. Compliance checks, Company Roles, custom field values and broadcasts are tenant-wide.
No. Read the toast for failed types.
No. It is a set of CSV files, not a backup.
No. Several types are export-only.
In Import/Export History, click Download on the row.