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Import and export of data


You can specify what fields must be used while importing or exporting data. The export of data includes exporting the data for fields where the value is calculated according to some expression that evaluates one or more fields in the data set. The fields that you specify are then used as headers in the files that are downloaded or uploaded. The following table shows the configuration options:

Component Can be exported? Can be imported? Template can be configured? Works at
Leads Yes Yes Yes The module level
Partners Yes Yes Yes The module level
Activities Yes Yes Yes The global level
Users Yes Yes No The global level

The steps to import or export data are explained on the following pages:

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