---
title: "Import and export data"
slug: "import-and-export-data"
description: "Import data into a worksheet from a CSV file, and export worksheet data to a CSV file."
updated: 2024-10-07T11:40:53Z
published: 2024-10-07T11:40:53Z
canonical: "docs.zilliant.com/import-and-export-data"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import and export data

Follow the procedures in this topic to:

- Import data from a comma-separated values (CSV) file into a worksheet.
- Export worksheet data to a CSV file. This allows you to share data or work with it in another application.

          Note

          

- By default, import and export functions for a workbook are enabled. If they have been disabled, you can [re-enable them](/v1/docs/import-and-export-data#enable-import-and-export).
- To ensure the proper recognition of thousands and decimal separators, make sure regional settings in Windows and Salesforce match each other.

## Import data

1. Open a worksheet and select Import.
2. Select an import type, then select **Next.**
  - **Insert**—Inserts new records.
  - **Upsert**—Inserts new records and updates existing records.
  - **Replace**—Inserts new records and deletes existing records.

          Note

          

To prevent destructive changes to existing data, the **Replace** option may be disabled. Learn how to [enable the **Replace** option](/v1/docs/import-and-export-data#enable-the-replace-option).

1. Select a CSV file to upload.
2. In the **Settings** area, select a column separator, then select **Next**.
3. On the mapping page, review **Column from Worksheet** mappings and make desired changes.
  - Mapping is automatic if:
    - The CSV column name exactly matches a worksheet column name.
    - The CSV column name doesn't match a worksheet column name, but does match an underlying system name for a field in the worksheet's data source.
  - If neither automatic mapping condition is met, you can manually map the CSV column to a worksheet column name.
  - Unmapped columns are not imported.
4. Select **Finalize**.

## Export data

To export a worksheet as a CSV file:

1. Open a worksheet and select Export.
2. Enter a name for the exported CSV file.
3. Optionally select a column separator.
4. Select **Save**.
5. When export completes, click the link in the status message to download the file.

## Enable import and export

1. Open a workbook and select Properties.
2. Select the **Enable import** and **Enable export** options.
3. Select **Save**.

## Enable the Replace option

1. Open a worksheet and select Properties.
2. Make sure the **Enable import** option is selected. (You can't show the **Replace** option if the **Enable import** option is not selected.)
3. Select the **Show Replace** option.

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/upload_60.png?sv=2026-02-06&spr=https&st=2026-11-04T20%3A10%3A27Z&se=2026-11-04T21%3A10%3A27Z&sr=c&sp=r&sig=%2FcgA4VLNXgmtL3SysstjHQNCHVCv47v7FkN7HuE31OU%3D)

Import

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/download_60.png?sv=2026-02-06&spr=https&st=2026-11-04T20%3A10%3A27Z&se=2026-11-04T21%3A10%3A27Z&sr=c&sp=r&sig=%2FcgA4VLNXgmtL3SysstjHQNCHVCv47v7FkN7HuE31OU%3D)

Export

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/settings_60.png?sv=2026-02-06&spr=https&st=2026-11-04T20%3A10%3A27Z&se=2026-11-04T21%3A10%3A27Z&sr=c&sp=r&sig=%2FcgA4VLNXgmtL3SysstjHQNCHVCv47v7FkN7HuE31OU%3D)

Properties