Data Import and Export

Data Import and Export

Use the current data controls in the organization administration surface to import supported records and request an export. Export availability, format, and retention depend on the data type and deployment.

Before importing, validate column names and keep a backup of the source file. Before exporting, confirm the requester's organization role and handle the downloaded data as sensitive. If a bookmarked article refers to an older Settings submenu, use the current Organization and Help & Support surfaces to locate the control.