Import/Export

Deals and Contacts can be easily imported and exported.

Import

For example, let's say you want to import some contacts. Click on Contacts tab - in the upper right corner you will see a link Import.

import contacts.png

Select CSV file where you keep contacts for importing and click Next. An example of such file is shown below:

csv example.png

Adjust options for displaying data:

csv options.png

Last, but not least - map fields. It basically means you have to choose which data from your CSV will belong to which field in Redmine contacts.

csv fields map.png

After you're done, click Import. The contacts you have just imported will be visible in Contacts tab of your project.

Export

On the same page you will find options for exporting your data in different formats (for Deals it will be only .csv). Just scroll down to the bottom of the page and you will see below links:

export contacts.png

deals export.png

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