Import and export data

Import from a CSV file

Open Settings › Data import (organization admins and customer success managers).

1. Pick the Upload Type: Metrics, Customers, Contacts or Customer Scores.
2. Click Download template and fill it in. Each type has its own columns; keep them as they are.
3. Click Upload CSV and choose your file. Only CSV files are accepted.
4. Check the upload and click Finalize import.

You can download a template again after a short wait; the screen shows “Next possible download”.

Export your data

Open Settings › Data export (organization admins).

1. Click Export Data.
2. Give it an Export Name and pick the Export template: Activities, Customers or Contacts.
3. Click Generate export.

Your exports are listed under Exported Files. Click one to download it as a CSV file. If an export didn’t work, it shows Export failed.

Values that start with =, +, - or @ get a ' in front, so spreadsheet programs don’t run them as formulas.