Data Administration
Data Administration is the Settings tab where admins bulk-import records into Mria CRM and export them for use outside it.
Importing data
Import records in bulk from .XLSX or .CSV files. Every entity takes both formats; the size limit differs for Contacts:
Entity | File size limit | Formats | Guide |
|---|---|---|---|
Leads |
| .XLSX, .CSV | |
Deals |
| .XLSX, .CSV | |
Contacts |
| .XLSX, .CSV | |
Companies |
| .XLSX, .CSV | |
Products |
| .XLSX, .CSV |
Data Administration carries a Deals tab, so deal imports and exports have the same history — file name, row count, who ran it, status and date — as every other entity.
Exporting data (Export CSV)
Each entity in Data Administration has an Export CSV action that downloads its records as a .CSV file.
📌 Export from Data Administration uses default settings — it exports all records (no filters applied) with the default set of columns. For example, exporting Leads here downloads every Lead, with the default columns selected.
To customize an export, open the entity's page directly (for example, Leads), set up your Filters and Customize table view, then use the Export CSV button there — the export respects your applied filters and visible columns.