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Product Guides

Data Import & Export

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

EntityKey
Leadscrm.lead
Contactscrm.contact
Accountscrm.account
Dealscrm.deal
Activitiescrm.activity
Productsinventory.product
Stockinventory.stock
Invoicesbilling.invoice
Expensesexpense.expense

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

Importing

1

Upload

Choose an entity and upload a CSV or XLSX file. Files must contain data (empty files are rejected) and stay under the per-format size limit — 256MB for CSV, 50MB for XLSX. Only one import can be in progress at a time; start a new one once the current job finishes.

2

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.

If you import the same kind of file regularly, save the mapping as a template (“Save as template”) so you can load it on a future import instead of remapping columns every time. Saved templates are managed at Settings → Data → Import → Manage templates, where you can rename, set a default per entity, or delete one. One template per entity can be marked default.

3

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)
4

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.

5

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

Import history

Every import job — successful or not — is listed at Settings → Data → Import → View import history, with the date, file name, row counts (created / updated / skipped / errors), and status. Jobs with row-level errors have a one-click download for the error report.

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.

Past exports are listed below the export form with their date, entity, format, and row count. Succeeded exports can be re-downloaded from this list without re-running the export, as long as the result file hasn’t expired.