How do I import and export my data?
Every way to bring data into Plya and take a copy out, by module.
Updated Oct 23, 20262 min read
- import
- export
- csv
- data
- download
Your work is yours. Take a copy any time, on any plan, including in an area that's over Basic's limit. Settings → Data links to each export.
Export
| What | Where | Format |
|---|---|---|
| Contacts and leads | Network → Contacts → Export. Exports the rows you see, so clear filters to get everyone | CSV: first and last name, email, phone, organization, title, status, tags, location, website, bio |
| Organizations | Network → Organizations → Export | CSV: name, email, phone, website, location, tags, people, about |
| Tasks | Tasks → ··· → Export visible tasks. Exports the view you're on | CSV: title, due, priority, status, linked to, notes |
| A note | The note's ··· → Download | Word (.docx), PDF or Markdown |
| A note's text | The note's ··· → Copy as plain text | Clipboard |
| An invoice | The invoice's menu → Download PDF | |
| A canvas selection | Right-click → Export | PNG or SVG |
| A file | The file's peek → Download | The original file |
Projects, pipelines, time entries and Ash conversations don't have an export yet. Ask Ash to list or summarize them, then copy the answer.
Import
| What | Where | Accepts |
|---|---|---|
| Contacts | Network → Contacts → Import | CSV, up to 2,000 rows. On Basic, an import stops at the contacts you have room for, and the preview offers Import the first N or Upgrade and import all. When it's done, the toast offers Add to a pipeline |
| A note | Notes → Import note | .txt, .md, .docx or .pdf |
| Files | Drop on a canvas, or upload in the Library | Any file up to 50 MB |
Related
Was this page helpful?
Need a person? or email support@plya.app.