Data Management

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The Data Management section provides options to manage data import, export and Mass Operations (actions on records in batches).

Import Data
Import data from a file to accounts, contacts, and other objects
Export Data
Export data from the AgileApps Cloud platform to a file
Mass Update Data
Use filtered views to change field data for groups of records
Mass Ownership Change
Use filtered views to change record owners for groups of records
Mass Delete Data
Use filtered views to delete groups of records

Learn more: Data Management Best Practices