Import/Export
Bulk data migration and export tools for contacts, accounts, and transactions
The Import/Export module in InvestGlass provides powerful tools for bulk data migration, allowing you to move large volumes of data in and out of the platform efficiently.
What Is Import/Export?
Import/Export enables you to upload data from external sources (CSV, Excel) into InvestGlass and export existing CRM data for external analysis, reporting, or backup purposes.
How to Access Import/Export
- Log in to your InvestGlass instance.
2. Navigate to Settings in the sidebar.
3. Click on Import/Export to access data migration tools.
Key Features
- CSV Import - Upload contacts, accounts, and transactions from CSV files
- Excel Support - Import directly from Excel spreadsheets
- Field Mapping - Map source columns to InvestGlass fields
- Duplicate Detection - Identify and handle duplicate records during import
- Bulk Export - Export large datasets with filters
- Scheduled Exports - Automate recurring data exports
- Template Downloads - Download import templates with correct headers
- Template Downloads - Download import templates with correct headers
- Scheduled Exports - Automate recurring data exports
- Bulk Export - Export large datasets with filters
- Duplicate Detection - Identify and handle duplicate records during import
- Field Mapping - Map source columns to InvestGlass fields
- Excel Support - Import directly from Excel spreadsheets
Best Practices
Always back up your data before performing large imports. Use the template files to ensure correct formatting. Test with a small sample before importing full datasets. Review duplicate detection settings to avoid creating redundant records.
Related Modules
Import/Export integrates with Contacts, Accounts, Custom Fields, and Reporting modules.
Updated about 2 hours ago