Data

How to use Import/Export Templates in Customer Flow

Download the template so columns match the engine. Homemade headers fail.

Where to find it: Left menu → Data Management → Import/Export Templates

Data import, validation, and migration in Customer Flow — Watch the video on the Data import and migration page — A still from the Data import and migration video. Play it on the Data import and migration watch page, then follow the steps below in your workspace.

Every step

Step 1
Open the screen
Left menu → Data Management → Import/Export Templates. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Do the work
Download the template for the entity (partners, items, accounts). Fill rows. Keep column names.
Step 3
Check it saved
Bulk import should accept the file. Renamed columns should fail loudly.

Questions people ask

Do I need to log in to use Import/Export Templates?

Yes. Import/Export Templates is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.

I cannot see Import/Export Templates in the menu. Why?

The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.

Can I add extra columns?

Only if the template allows them. Extra mystery columns are usually ignored or rejected.

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How to use Import/Export Templates in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related

How to use Import/Export Templates in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related