#Import & Export

Bulk import and export records using CSV files.

#Exporting Records

#Single Export

1. Go to any table (e.g., Services, Requests)
2. Click the Export button in the header
3. Choose your format (CSV)
4. Download the file

#Bulk Export

1. Select multiple records using the checkboxes
2. Click Bulk Actions → Export
3. Download the file

Exports include all visible columns and can be used for:

• Backups
• Reporting
• Transferring data to other systems

#Importing Records

1. Go to the resource you want to import (e.g., Services)

2. Click Import in the header

3. Upload your CSV file

   

4. Map columns to fields

   

5. Review and confirm

   

#Import Tips

• Use an export as a template for your import file
• Ensure required fields are filled
• Check for duplicate records before importing
• Review the preview before confirming

#Supported Imports

Currently available for:

• Services
• (More coming soon)