Export Entities and Their Relationships

Exporting entities and their relationships will generate two CSV files:

  1. Open the required source entity.

  2. Select the Overflow tab > Select Bulk load.

  3. Use the checkboxes and drop-downs to select types of files you want to export.

  4. Select Browse to find and select a location for the exported file.

  5. Select the checkboxes beside the files you want included in the export.

    Select a file to preview it in the Image/Document area.

  6. Select Create to start the bulk import process > Select Yes to confirm you want to proceed.

    When complete, the file list area shows the results of the file import for each file.

    For more details, see Load Bulk Entities from File.