Chris Jones explains how you can import data to, and export data from, the Pulse platform.

Transcript: 

Chris: There is a quick and easy way to add workspace, license, and user information into your Pulse organisation. And this can be done through the data import export functionality. To enable this, speak to one of your client share team, and they can help enable this for your Pulse organisation. Once it's been enabled, you'll need to be an admin or an owner to access the organisation settings, and then the data import export tab that you see on screen.

To start with, you will need to export the data from your Pulse organisation. To do this, select the export data option as seen on screen or at the top of the page. Once you've exported the data, This will send an email with a CSV file of all the workspace, account, and user information that currently exists within your organisation.

Once you have this document, you will then be able to add a workspace external ID and account external ID to all of the workspaces and licenses that currently sit within your organisation. Once you've done this, you will then be able to import this data back into the product. You can also add additional user information or additional licenses within this document.

And once you've imported it back into the product, this will reflect within your organisation. To import this data, select import data and select the document that you wish to import back into the product. Once you've imported this document, there'll be a list of all the instances you have imported data back into the product with a timestamp.

As mentioned, once you've imported this data, this will be reflected within your organisation of all the changes or retractions that you have made. Thanks for listening.

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