Import and Export

HARi makes it easy to bring your existing data in and get your CRM data out. Import from CSV, export to CSV, and use smart matching to avoid duplicates.

CSV import

Getting started

1. Go to any entity list (Contacts, Companies, Leads, etc.)
2. Click Import in the toolbar
3. Upload your CSV file
4. Map your CSV columns to HARi fields
5. Review the preview and click Import

Column mapping

HARi automatically matches CSV column headers to entity fields by name. For example, “First Name” maps to the first name field, “Email” maps to the email field.

For columns that are not automatically matched, use the dropdown to select the correct field or skip the column entirely.

Smart lookup resolution

When importing records with relations (e.g., contacts linked to companies), HARi resolves references by name:

• CSV contains Company: "Wiresk" — HARi finds the company named “Wiresk” and links the contact
• If no match is found, HARi can optionally create the related record automatically

This means you do not need to know internal IDs. Just use names.

Update or create

Choose how to handle records that already exist:

• Create only: skip rows that match an existing record (matched by email, name, or a field you choose)
• Update only: update existing records, skip new ones
• Update or create: update if a match is found, create if not

The match field is configurable. For contacts, email is the default. For companies, name is the default.

Import preview

Before running the import, HARi shows a preview of the first 10 rows with:

• Fields that will be created or updated
• Lookup matches that were resolved
• Rows that will be skipped (duplicates or errors)
• Validation errors (wrong data types, missing required fields)

Fix issues in your CSV and re-upload, or proceed with the valid rows.

CSV export

Export any entity list to CSV:

1. Apply filters if you want a subset (e.g., only active contacts in Hong Kong)
2. Click Export in the toolbar
3. Choose which fields to include
4. Download the CSV file

Exports respect your current view filters and sort order. Column headers use field labels, not internal names.

Template download

Click Download Template to get a blank CSV with the correct column headers for an entity. Fill it in with your data, then import it. The template includes all required and optional fields with example values.

Bulk operations

After import, you can use bulk actions on the imported records:

• Assign to a user
• Update a field value
• Trigger AI enrichment
• Add to a workflow

Limits

• Maximum file size: 10 MB
• Maximum rows per import: 10,000
• Supported encoding: UTF-8 (recommended), Latin-1

For larger imports, split your file and import in batches.

Full workspace export

Need a complete copy of everything in your workspace — not just one entity? Use the workspace export to get a single ZIP archive containing every record, attachment, audit log entry, and email in your account.

Step 1 — Open the export card

Go to Settings → Data Privacy. The first card on the page is Export workspace data.

Step 2 — Request the export

Click Request export. The button disables and a confirmation banner appears under the card showing the email address that will receive the download link.

The archive is generated in the background; you’ll get a download link by email within about 15 minutes. Only one export can be in flight per workspace at a time — if you click again before the first one finishes, the page tells you an export is already in progress.

Unlike CSV export (which is per-entity and runs from the entity list view), the workspace export is a complete snapshot of the whole workspace in one file.

Common use cases:

• GDPR or PDPO subject-access requests
• Legal or compliance backups
• Migrating between plans or to another system