Use the Exports and Imports areas in Settings

Settings now has dedicated Exports and Imports areas that give you a central place to find export tools and re-download recent exports.

Where to find Exports and Imports

Open Settings and select Exports or Imports from the sidebar.

Start an export or re-download a recent one

The Exports hub shows export cards for the data you have access to, and a Recent Exports section where you can re-download completed files.

1. In Settings, open Exports.

2. To start a new export, choose the relevant export card and follow the prompts.

3. To retrieve a completed export, scroll to Recent Exports and click the download link for the file you need.

Completed exports are only available for re-download during the retention period. The Recent Exports section shows files from the last 24 hours.

Find import tools

The Imports hub is a single place to find import tools and sync options you have access to.

1. In Settings, open Imports.

2. Select the import or sync card you need and follow the prompts.

If you have the Manager role (or higher) for the Site module, the hub includes an Import Users & Personnel card for creating organisation users from a CSV or Excel spreadsheet, with optional personnel records. Open it with Open User Import, then follow the wizard. For the full step-by-step flow, see Import users from a spreadsheet.

If you have the Manager role (or higher) for the Premises module, the hub includes an Import Manufacturers card for creating your vendor list from a CSV or Excel spreadsheet. Open it with Open Manufacturer Import, then follow the wizard. For the full step-by-step flow, see Import manufacturers from a spreadsheet.

If you do not see Exports or Imports

If you open Settings and do not see Exports or Imports, you do not have the required role for those tools. Contact your site administrator to update your access.

What to do next

For module-specific export steps, see Viewing and Exporting Form Submissions.