Documentation Index

Fetch the complete documentation index at: https://help.loopiq.com/llms.txt

Use this file to discover all available pages before exploring further.

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Import and Export Data

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What this does

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Before you begin

• you know which records you are importing or exporting
• your file format matches the expected structure
• you are in the correct team or organization context

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Steps

1. Open the Import and Export area.
2. Choose whether you want to import or export data.
3. For imports:
   • select the record type
   • upload the file
   • map fields if prompted
   • review validation results
   • start the import
4. For exports:
   • choose the record type
   • apply filters
   • select the output format if available
   • start the export
5. Review status messages, notifications, or generated files.
6. Validate a small sample of imported or exported records.

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What happens next

1. review the imported records
2. correct any failed rows
3. share or archive exported files as needed

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Tips

• Import a small sample first before loading a large dataset.
• Use filters before exporting so the file contains only what is needed.
• If import results look incomplete, review validation errors and team context.