Import existing data

Short answer

Open Settings → Data Migration. Full steps below.

Steps

1. Open Settings → Data Migration.
2. Upload the file — CSV, XLSX, JSON, PDF, DOCX or ZIP.
3. Check the column mapping against the sample rows and correct anything matched wrongly.
4. Run the import, starting with a small test file if the mapping is uncertain.

Import is inbound only. There is no automated export back out to another platform.

What this cannot do

• Export data back out to another platform automatically.

Still stuck?

If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.