Import and export data without manual retyping
Download data to a familiar file, upload it back or transfer it between companies without manual retyping.
Import / Export makes supported data transfers safer. Files are checked before writing and synchronization does not delete target records.
CSV, XLS and XLSX exports
Data can be downloaded in standard formats for further processing, review or archiving.
Controlled imports
Uploaded files are processed in the background. The portal verifies permissions, company scope and protected record references and records the result.
Company-to-company synchronization
A selected dictionary can be safely added or updated across companies without deleting target records.
Simple data transfer without manual retyping
Each supported application defines which data can be transferred and how it is validated, while users keep the same familiar workflow.
Easy data transfer when you need it
Download data, edit it in a familiar spreadsheet and upload it again. Protected references ensure changes apply only to the correct records in the correct company.
Need another data format or integration?
Import and export definitions can be extended for custom dictionaries, workflows or recurring data exchange.