# Import and export data

> Upload customers, contacts and metrics from a CSV file, or download your data.

## Import from a CSV file

Open **Settings › Data import** (organization admins and customer success managers).

1. Pick the **Upload Type**: **Metrics**, **Customers**, **Contacts** or **Customer Scores**.
2. Click **Download template** and fill it in. Each type has its own columns; keep them as they are.
3. Click **Upload CSV** and choose your file. Only CSV files are accepted.
4. Check the upload and click **Finalize import**.

You can download a template again after a short wait; the screen shows *"Next possible download"*.

## Export your data

Open **Settings › Data export** (organization admins).

1. Click **Export Data**.
2. Give it an **Export Name** and pick the **Export template**: **Activities**, **Customers** or **Contacts**.
3. Click **Generate export**.

Your exports are listed under **Exported Files**. Click one to download it as a CSV file. If an export didn't work, it shows *Export failed*.

Values that start with `=`, `+`, `-` or `@` get a `'` in front, so spreadsheet programs don't run them as formulas.