Import/Export Data

In this article, learn the procedures for importing and exporting data.

Import Data

You can import People and Companies data into Orion from other apps using a .csv, .xlsx, or .xls file.

1. Navigate to the Companies or People page.
2. Click on Options.
3. Then click on Import.
4. Upload your file.
5. Match the columns.
6. Check your data and import it.

Export Data

To export data from an object:

1. Visit the object index (e.g., Companies, People).
2. Choose the view for data export.
3. Access the Options menu.
4. Click on Export.
5. Select the save location for the CSV data.

TIP

Note that exporting may take time with a large record count.