> ## Documentation Index
> Fetch the complete documentation index at: https://docs.leapchange.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Import and export data

> Bulk import stakeholders and export your change management data

Leap Change supports bulk data operations to help you get started quickly and extract data when needed.

## Importing stakeholders

Bulk import stakeholders from a CSV file.

### Preparing your file

1. Download the CSV template from the import dialog
2. Fill in your stakeholder data following the column format:

| Column       | Required | Description                          |
| ------------ | -------- | ------------------------------------ |
| name         | Yes      | Full name                            |
| email        | Yes      | Email address                        |
| role         | No       | Job title                            |
| department   | No       | Department/team                      |
| phone        | No       | Phone number                         |
| location     | No       | Office location                      |
| influence    | No       | high/medium/low                      |
| support      | No       | champion/supporter/neutral/resistant |
| interest     | No       | high/medium/low                      |
| external\_id | No       | ID from external system              |

3. Save as UTF-8 encoded CSV

### Importing

1. Go to **Stakeholders**
2. Click **Import**
3. Upload your CSV file
4. Map columns if needed
5. Review the preview
6. Click **Import**

### Handling duplicates

During import, choose how to handle existing records:

* **Skip**: Ignore rows that match existing stakeholders
* **Update**: Overwrite existing data with imported values
* **Create duplicate**: Add as new record regardless

Matching is done by email address.

### Import validation

The system validates your data before import:

* Required fields present
* Email format valid
* Values match expected options (e.g., influence levels)

Errors are displayed for correction before proceeding.

## Exporting data

### Stakeholder export

1. Go to **Stakeholders**
2. Apply any filters (optional)
3. Click **Export**
4. Choose format (CSV)
5. Download the file

### Change impact export

1. Go to **Change impacts**
2. Apply filters as needed
3. Click **Export**
4. Download the CSV

### Survey results export

1. Open the survey
2. Click **View results**
3. Click **Export**
4. Download response data

### Report exports

Many reports can be exported:

1. Generate the report
2. Click **Export**
3. Choose format
4. Download

## Data formats

### CSV files

Comma-separated values files that can be opened in:

* Microsoft Excel
* Google Sheets
* Numbers
* Any text editor

<Tip>
  When opening CSVs in Excel, use **Data** > **From Text/CSV** for best results with special characters.
</Tip>

## Integration considerations

### External IDs

Use the `external_id` field to maintain links to your source systems:

* HR systems (employee IDs)
* CRM systems (contact IDs)
* Other change management tools

This enables you to:

* Update records via import using external ID as the key
* Maintain data lineage
* Support future integrations

### Data synchronization

For ongoing synchronization with external systems:

1. Export data periodically
2. Process in your integration tool
3. Re-import with updates

<Note>
  API access for automated integration may be available on enterprise plans. Contact support for details.
</Note>