Import and export

Bring records in from a CSV or spreadsheet, take them out as CSV, XLSX or a full backup, and copy your objects to another organization.

Who can do this: Import: Owners, Admins, Managers and Members. Export: Owners and Admins. Export and import of the organization's objects: Organization settings.

Records come in from a file and go out as one. Your organization's own objects can travel as a file too, without their records.

Import records#

Start the import#

Choose Import in a list's toolbar, or go to Settings > Data > Imports and pick a record type under Import into.

Choose the file#

Choose a file: a CSV, TSV, TXT, XLSX or XLS file whose first row holds the column headers.

Map the columns#

Under Where each column lands, check the Property in SalexHub for each column, or Skip this column. Use the mapping of a previous import repeats an earlier one.

Say how rows match#

Under Which column identifies the record?, pick the column that says a row is a record you already have, or Don't match: import every row as new. Then choose what happens to a match: Keep the existing record, Update the existing record or Import as a second record.

Import#

The screen says how many rows are ready, and nothing is written until you choose Import.

Before the run, the import also asks how to read dates such as 03/04/2025 and numbers such as 1.500, when the file leaves them unclear. A word in a choice column that names no option can be pointed at one, added as a new option, or left out with its rows.

What an import checks#

Every row goes through the same checks as a record saved by hand: required and unique properties, field access and record rules. A refused row is listed with its line in your file and the reason, and Download error file gives you those rows to fix and import again.

A contact whose email is already here, or a company whose domain is, is recognized whatever column you match on. It is never imported twice.
Rows that only look like someone already here can be created and marked as possible duplicates, left out, or listed for you.
A file of companies, contacts and deals can carry all three in one row, with an activity on them.
A column of files is left out: files are uploaded on each record.

A file over ten rows imports in the background, and the bell tells you when it is done.

Undo an import#

In Settings > Data > Imports, choose Undo import on its row. Records the import added move to the recycle bin, and records it updated get their earlier values back. A record someone changed after the import is left as it is.

Ask the Agent#

Attach the file in the chat and ask. The Agent reads it first and shows a card with the row count and the columns; approving it runs the import. The Agent cannot add new options to a property: it maps each word to an option that exists, or asks you.

Export records#

Choose Export in a list's toolbar. Export this view takes the records with the filters and search you applied:

Format: CSV, which imports back as it is, or XLSX, which keeps dates and numbers as such.
Columns: Columns in this view, or All properties you can view.

Up to 10,000 records download at once. A larger export is prepared in the background, and you are told when it is ready. Properties you cannot view are left out, and the export names them.

Settings > Data > Exports lists your exported files, each downloadable again for 30 days.

Back up all data#

On the same page, Back up all data makes one ZIP: a CSV file for each record type you can export, a file of the links between records, and a note of what was left out. You confirm it is you first, and an email brings the link. It takes Organization settings and Export.

Copy your objects to another organization#

Settings > Organization > Export and import copies your objects, properties and views to another organization. Records, workflows, agents and permissions never travel in the file.

Download the file#

In the organization you copy from, choose Download a file.

Import it#

In the other organization, choose Import a file. A plan shows what will be created and what is skipped because that organization already has it; its own version wins.

Install#

Choose Install. What you imported is listed in Settings > Organization > Packs, where you can remove it.

Rights#

To	You need
Import records	Import, and the right to create the records the file fills
Create a new property during an import	Organization settings
Export records	Export
Back up all data	Organization settings and Export
Export and import your objects	Organization settings
See everyone's imports and exports	Audit log. Without it you see your own

By default Owners, Admins, Managers and Members hold Import; Owners and Admins hold Export. Roles and permissions lists the rest.

Limits#

What	Up to
Rows in one import of contacts, companies or deals	1,000,000
Rows in one import of any other type, or of a file with activities	5,000; split a longer file
Columns in one sheet of a workbook	1,000
An .xls file	32 MB; save a larger one as .xlsx
Records that download at once	10,000; more are prepared in the background
Exports running for one person	3
Exports in one organization	200 in 24 hours
Backups of all data	1 in 24 hours
Days an export file and an import's refused rows are kept	30