Import & Export

Move data into and out of your workspace efficiently.

Import

Clients Import

1. Go to Imports > Clients
2. Download the template
3. Fill your data
4. Upload the CSV
5. Preview and confirm import

Services Import

1. Go to Imports > Services
2. Download the template
3. Fill your service data
4. Upload the CSV
5. Preview and confirm import

Tips

• Use provided templates
• Validate emails and required fields
• Start with a small test file

Export

Requests, Clients, Services

1. Go to Exports
2. Select data type (Requests/Clients/Services)
3. Configure filters/date range
4. Generate export (sync or async)
5. Download when ready

Async Exports

• Check job status
• Cancel jobs if needed
• Download when processing completes

Troubleshooting

• Import errors: Review validation messages and correct CSV
• Export empty: Check filters and date ranges