Import and export of Counterparty and contact information is available in the Counterparties module. You must have the Agiblocks permission to Export Master data to Excel and Import Master data from Excel to use this functionality.
Users with these permissions will see the Export and Import buttons on the App bar of the Counterparties screen.
The import and export rules follow those of Master data. For more general information about Counterparty Master data import and export, please refer to the Master data Import and Export section.