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Import and Export Data

Move client and asset records into InstaRenewal and export operational data for audits, handoffs, and reporting.

5 minUpdated 2026-06-28

Use imports when moving from spreadsheets, and use exports when you need a clean operational handoff or audit trail.

Prepare source data

Imports work best when the spreadsheet already separates clients from assets. Clean up duplicate client names, normalize dates, and remove passwords or secret values before uploading anything.

  1. Create one row per asset renewal.
  2. Use consistent client names.
  3. Remove passwords, API keys, and private notes that should not be stored.

Import into the workspace

Open Import and follow the mapping flow. After import, review a sample of records before relying on dashboard reminders.

  1. Open Import.
  2. Upload the prepared file.
  3. Review imported clients and assets from the dashboard.
Import data

Export for audits and handoffs

Exports are useful for client offboarding, internal audits, and backup reviews. Keep exported files in your own secure storage process.

Export assetsExport clientsClient offboarding checklist

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