What is Data export/import
Data export/import is a tool designed to handle the mass export and import of data. It allows users to easily transfer data between different software applications or systems.
What data can you mass export / import?
You can export & import the following data objects:
- products
- contacts
- organizations
- tax rules
- orders
- quotes
- leads
Please note that this data does not include object associations to other objects: e.g product options to products or tax rules to products.
How to mass export data
Navigate to the data object you want to export data from
In this example, "Products"
Choose "Export" to export data from HeadQ. You will get a .csv file containing data exported data.
How to mass import data
Navigate to the data object you want to import data to.
In this example, "Products"
Choose "Import"
Please note: before importing data, make sure you .csv file has the correct structure.
How to ensure the data is formatted correctly:
1. If you have existing products: You can first download your existing data, update the fields you need, and then save and import it.
2. If you are uploading the products for the first time, when selecting "Import", the upload screen has a link to CSV template that you can use.
Select the file you want to import.
You will be notified about the amount of data that will be imported.
Click "Import data" to begin import.
Once the import is done, you will be notified of the changes.
⚠️ If you run into trouble with import, ensure you have the correct data formatting. You can do this by making sure you use the correct CSV template.