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:
- Enabling the import and export of data
- Configuring the data import fields
- Configuring the data export fields
- Exporting custom fields
bulkUploadConfigconfiguration