Importing and exporting data overview

You can import data by CSV for any entity in the system, leads, bookings, contacts, venues, vehicles, and more. This article covers how importing works from start to finish.

Starting an import

Open a view of the entity you want to import into. In the top right corner, click the three dot menu and select Import.

Uploading your file

A modal opens, asking you to click or drag a CSV file into the upload area.

If you don’t already have a CSV prepared, there’s a Template link in the middle of the modal. This downloads a CSV with all of that entity’s fields already set up as columns, so all you need to do is fill in your data underneath them and bring the file back in.

Mapping your columns

Once your file lands in the modal, it automatically splits into columns and detects how many rows you’re bringing in.

Each column has a dropdown above it, set to Do Not Import by default. Working from left to right, choose what each column actually represents. A column full of event names, for example, gets mapped to the Event Name field. Do this for every column you actually want imported, and leave anything you don’t want brought in set to Do Not Import.

Getting dates right

This is the part to slow down for, because it’s genuinely high stakes.

When you map a column to a date field, the system tries to auto detect the format it’s in, and asks you to confirm with a pop up showing what it’s detected and whether that’s correct.

Click yes, and it imports using that format. Click no, and you’re taken to a Select Date Format screen instead, showing the available formats with each one marked as either a match or no match against your data. Pick the one marked as a match.

Take real care here. The difference between a US date format and a European one comes down to whether the day or the month comes first, and getting it backwards silently swaps the two. That can mean an event date landing on entirely the wrong day, which is about as serious a mistake as an import can make, especially when a customer is expecting you to turn up on a specific date. If you’re not certain, check a handful of rows against the source data before confirming, rather than assuming the detected format is right.

Running the import

Once every column is mapped the way you want it, click Import in the bottom right corner.

A progress circle appears while it works. When it finishes, you’ll see a green tick confirming it’s done.

Fixing rows that failed

Sometimes a row won’t fit the mapping you’ve chosen, a date that doesn’t match the format you confirmed, for example. Any row like this gets flagged for you rather than silently failing or being skipped.

Find the flagged rows, correct the data, and click Import again. Just those rows are brought in on the second pass, without needing to redo the whole file.

Once everything’s imported, click Finish. The new rows appear in your view, and the import is complete.

Exporting data

Exporting starts from the same place as importing. Open a view of the entity you want to export, click the three dot menu in the top right, and select Export.

A CSV of that data is generated automatically in the background. Once it’s ready, it appears in your Downloads tab. Open it from there and you’ll get a CSV with a header row listing every column name, followed by all the exported data underneath.