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Bobby Suite

Import & Export

Import

Section titled “Import”

For a detailed walkthrough of the import process, see Importing Contacts.

Quick summary:

  1. Go to Import in the sidebar
  2. Choose Contacts or Companies
  3. Upload a CSV file
  4. Map columns to CRM fields (auto-detected where possible)
  5. Preview and confirm
  6. View results (created, skipped, errors)

Export

Section titled “Export”

You can export any list view to CSV:

  1. Navigate to the list page (Contacts, Companies, or Deals)
  2. Apply any filters you want (the export respects your current filters)
  3. Click Export CSV
  4. The file downloads immediately

What’s included in the export:

  • All visible columns including custom fields
  • Data matching your current filters and view
  • Tags as comma-separated values

Maximum export: 50,000 rows per export.

Audit log export

Section titled “Audit log export”

Admins can also export the audit log to CSV. See Audit Log for details.