Import and export

Bring your existing data into AgentOS from a file, and take any set of records out again. AI maps the columns of your file to the fields of your module, so you only check its work.

How do I start an import?

Importing files is open to admins. Start it in one of three ways:

• Drop the file onto the module's table.
• Click New above the table and choose Import data from a file.
• In an empty module, click Upload a file.

AgentOS reads .csv, .xls, .xlsx and .xml files.

What happens in each step?

Import data walks you through these steps. When you start inside a space, or drop the file, AgentOS fills in those steps for you and moves on.

Step	What you do
Data destination	Choose the space the records go to. Click Continue.
Source	Choose your file. Click Continue.
Map fields	Check how AI matched each column of your file to a field. Click a match to change it. Then click Continue.
Preview	Check the records before they go in. Click Continue.
Start import	Click it. The import runs in the background.

How do I check the mapping?

Map fields lists your fields by field group, each with the column it takes and a sample value.

• Unmapped source fields — will be created as new lists the columns that have no field yet. AgentOS adds them as new fields to the selected field group when you import.
• Show all target fields also lists the fields that take no column.
• Write a prompt for AI changes the mapping or the data in your own words, for example "Put the first and last name together in Name" or "Write prices without the currency sign". Then click Re-launch AI mapping.

How do I fix records before they go in?

Preview shows four figures:

Figure	What it counts
Records	The records to import.
Valid	The records ready to import.
Fields	The fields to connect, and the new ones.
Issues	The records to fix first.

Import validation errors lists what to fix. Correct the values right in the preview table: click Edit, change them, then click Update. To leave records out, select them and choose Bulk actions > Delete. You can also fix the file and import it again.

How do I avoid duplicates?

Set a key field on the space before you import, such as Email for contacts. A row whose key matches an existing record then updates that record instead of adding a second one. See Spaces.

Where do I follow the import?

Click your avatar and choose Incoming data. It shows Data import in progress while the records go in. A dot next to Incoming data means an import needs you, for example Incoming data pending. when its setup is unfinished. Open it there to carry on.

How do I export records?

1. Select the records you need, or all of them.
2. Click Bulk actions above the table and choose Download & print.
3. Under Export template, choose the format.
4. Choose the options for that format, then click Download & print.

Export template	Options
Export to XLSX List	Data to export: Visible fields or Full dataset. Then the Export language.
Export to CSV list	Data to export: Visible fields or Full dataset.
Export to XML	No options to set.

Visible fields exports the columns the table shows. Full dataset exports every field.

Can an agent bring the data in for me?

Yes. An agent with Read & write access to a module creates and updates its records, for example from an app it is connected to. Tell it where the data is and where it should go, such as "Copy the open deals from our CRM into Deals, and update the ones that changed." See Connections and security.

Next: Work with records, or ACT automations to keep imported data up to date on its own.