Imports, exports and data quality

Prepare data before import

• Use the current sample template when one is provided.
• Normalize phone numbers, dates, states, pincodes, SKUs and status values.
• Remove formulas and unexpected executable spreadsheet content.
• Back up the source and test with a small representative file.
• Preview validation errors and totals before committing the import.

Resolve identity carefully

Use the tenant’s supported duplicate-contact workflow to compare candidates before merging. Preserve the correct conversation, order, address, label and consent history rather than selecting a record only because it is newer.

Export only authorized data

Apply the correct tenant, role, date and record filters before exporting. Store exported customer files in an approved location, restrict access, and delete temporary copies according to your retention policy.