Administration
Data Export & Import
Your data is yours. Bring data into BOS easily, and export your records, audit logs, and reports whenever you need them.
Importing data
Get up and running quickly by importing existing data — for example, a CSV of leads into the CRM. BOS validates each row so problems are caught before anything is saved.
- Map your columns to BOS fields.
- Review a preview before confirming.
- See a summary of what imported and what needs attention.
Exporting data
You can export from BOS for backups, reporting, or moving data elsewhere:
- Records — export module data such as contacts, invoices, or tasks.
- Audit logs — export the audit trail for reviews and compliance.
- Reports — export summaries and analytics.
Built for compliance
Easy export supports data-portability rights under regulations like India's DPDP Act. See Security & Compliance for more.
Who can import and export
These are sensitive operations, so they're limited to roles with the right permissions. Every import and export is itself recorded in the audit trail.
Handle exports carefully
Exported files can contain sensitive information. Store them securely, share them only with authorized people, and delete copies you no longer need.