--- title: Import and export description: 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. url: https://salexhub.com/docs/data/import-export type: how-to area: data section: Data last_updated: 2026-11-14 prerequisites: - https://salexhub.com/docs/data/objects related: - https://salexhub.com/docs/data/objects - https://salexhub.com/docs/data/record-rules - https://salexhub.com/docs/control/roles - https://salexhub.com/docs/get-started/set-up - https://salexhub.com/platform/data-model tools: - import.csv - export.start - backup.start - package.export - package.import who: "Import: Owners, Admins, Managers and Members. Export: Owners and Admins. Export and import of the organization's objects: Organization settings." --- # 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](https://salexhub.com/docs/data/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](https://salexhub.com/docs/control/roles) 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 | --- The same page for people: https://salexhub.com/docs/data/import-export. Index of this site for agents: https://salexhub.com/llms.txt