Relations Import and Export

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Import and export of Relation and associated relation contact information is available in the Relations  module.  You must have the Agiblocks permission to Export Master data to Excel and Import Master data from Excel to use this functionality.

 

Import_export_MD

 

Users with these permissions will see the Export and Import buttons on the App bar of the Relations  screen.

 

import_export_relations

The import and export rules follow those of Master data.  For more general information about Relation Master data import and export, please refer to the Master data Import and Export section.