Importing and exporting administrative data

While much administrative data is entered directly into ContactManager, there are times when it is useful to transfer this information in bulk.

The Export Data and Import Data screens available on the Administration tab provide a convenient way of moving administrative data and role definitions to and from XML files.

Additionally, you can export the security dictionary as either HTML or XML.

You can also import or export other types of data, in either XML or CSV format, by using an API. Also, you can use a command on the command line to import files in either format, but not to export them.

Method Import Export File Formats
user interface admin.xml admin.xml, roles.xml, securitydictionarynumber.zip XML, XML or HTML in compressed ZIP
command line any no XML, CSV
API any any XML, CSV

See also