Import and Export Lead Data
Plan a controlled lead-data transfer with consistent columns, ownership and verification of the resulting records.
Define the direction and purpose
An import creates or updates records, while an export produces a copy for an authorised purpose. Establish the source, destination, owner and fields needed before moving data. Use the sample format and import controls actually exposed in your workspace; do not assume an export file can be re-imported unchanged.
Review the data before transfer
Check required fields, character encoding, dates, ownership and duplicate identities. Keep source and status values consistent with the CRM configuration. Start with a small representative batch and review rejected rows individually. If the installed lead workflow does not offer the import operation you need, agree a supported migration method instead of uploading the file to an unrelated module.
Verify and protect the result
Compare the accepted records with the intended source, including ownership and classification. For exports, confirm the included columns and permitted audience before sharing the file. CSV files are copies outside the CRM permission model, so store and dispose of them under your organisation’s approved data-handling process.
Checks before you finish
- Confirm the supported import format and the purpose of the export.
- Review duplicate handling and required classifications with a small batch.
- Reconcile accepted and rejected rows before proceeding with more data.