Find the right workspace screen, fill in its sample CSV and review the upload before confirming.
Export from the source app#
Sign in, select the right workspace and open the app that owns the records. Choose Export current page CSV where offered to download the displayed rows and columns. A dedicated app export can cover a wider authorised set. Check the scope shown beside the export.
Use a fresh sample CSV from the import screen when preparing an upload. A report or register export can have different columns from an import template.
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.