Import/Export Data

Import and Export Data

Import data

You can import People and Companies data into Funnelmink from other apps using a .csv, .xslx, or .xsl file. In the Companies or People page, click on Options and then on Import.

Upload your file, match the columns, check your data and import it.

Match Columns

Export data

To export data from an object:

  1. Visit the object index.
  2. Choose the view for data export.
  3. Access the Options menu.
  4. Click on Export.
  5. Select the save location for the CSV data. Note that exporting may take time with a large record count.