Import & Export Data

Import Wizard: Getting Started

• Import Introduction
• Import Wizard Overview
• Step 1: Build an Import File
• Step 2: Import Data
• Step 3: View Import History

Import Wizard: Walkthroughs

• Save Field Mappings
• Walkthrough: Import New Subscriptions
• Walkthrough: Import Updated Subscription Pricing & Remove Charge
• Walkthrough: Import Customers & Contacts
• Walkthrough: Import Contacts
• Walkthrough: Import Usage

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Import Wizard: Object Documentation

• Import Requirements: Invoices
• Import Requirements: Credits
• Import Requirements: Quotes
• Import Requirements: Customers
• Import Requirements: Contacts
• Import Requirements: Usage

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Traditional Import Tool

• Overview
• Walkthrough: Traditional Import
• Best Practices

Export Data

• Export Data Parameters
• Export Data with Multiple Child Objects
• Walkthrough: Export Data