Bulk Import / Export · parity with Podium import/export.
Bulk CSV/Excel import & export (multi-entity)
Import and export not just contacts but many record types, with templates and validation.
Move your data in and out in bulk — safely, with a preview before anything changes.
What you can do
- Entities include clients, knowledge base, auto-replies, drop-rules, segments, templates, custom fields, and products; a downloadable template + field guide per entity; tenant-scoped export; validated import (upsert) with a dry-run preview and a row-level error report.
- Hard tenant isolation — the business is set from your login, never from the file.
How to use it
Import/Export hub tab (manager) — download a template, upload, preview, import.
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