Data Import & Export | Moyo Suite Developer Platform

The Data Import & Export wizard (Settings → Data → Import / Export) is how you move records in or out in bulk, instead of one at a time.

What you can import or export

Entity	Key
Leads	`crm.lead`
Contacts	`crm.contact`
Accounts	`crm.account`
Deals	`crm.deal`
Activities	`crm.activity`
Products	`inventory.product`
Stock	`inventory.stock`
Invoices	`billing.invoice`
Expenses	`expense.expense`

Only entities belonging to modules your organization has enabled are available — see Core Concepts.

Importing

Upload

Choose an entity and upload a CSV or XLSX file.

Map columns

Match your file’s columns to Moyo Suite’s fields. If your file came from Zoho, HubSpot, or Salesforce, a matching vendor preset pre-fills this mapping for you. Fields marked read-only (server-derived, like an invoice’s total) can’t be mapped to.

Choose a mode

Create only — every row becomes a new record; existing matches are left alone
Update only — only updates existing records; new-looking rows are skipped
Upsert — creates or updates based on a match key you choose (e.g. email for leads)

Review before committing

Before anything is written, the job enters awaiting approval and shows you a preview with any row-level errors called out. Nothing commits until you approve it.

Commit

Approved rows are written. The job finishes as succeeded, partially succeeded (some rows failed), or failed.

pending → queued → running → awaiting_approval → committing → succeeded
                                                              → partially_succeeded
                                                              → failed
                                                              → cancelled

Undoing an import

A completed import (succeeded, partially succeeded, or failed) can be undone — this removes only the records the import created, never records it updated or records that already existed:

succeeded / partially_succeeded / failed → undoing → undone

Exporting

Pick an entity and export it to CSV. Export jobs move through running → succeeded (or failed) and produce a downloadable file when done.

CRM, Billing & Invoicing, Inventory, Expense Management — for what each importable entity actually looks like once it’s in Moyo Suite