Object Name

Export

Import

Important Information

Organizations

✅

✅

Existing organizations are checked by name for a match before importing a new record.

Customers

✅

✅

Existing customers are checked by email for a match before importing a new record.

Tickets

✅

✅

Messages

✅

✅

Notes

✅

✅

Attachments

✅

✅

Articles

❌

❌