Data Transfer
- How to export your company data as a ZIP file
- How to import data — including the ready-made example ZIPs from these docs
- What is and isn't included in a transfer
The Data Transfer page exports and imports your company's data. Use it to take backups, move data between companies, or install the ready-to-import example ZIPs from this documentation. Open it from the sidebar's Company group: Company > Data Transfer.
The page has two tabs: Export and Import. Both currently require the Export data capability (see Roles & Permissions) — importing is gated on the same capability as exporting. Owners always have it.
Exporting data
The Export tab lists your exportable collections with a live document count, grouped as:
| Group | Collections |
|---|---|
| Core Data | Contacts |
| Messaging | Channels, Conversations, Messages, Message Templates |
| Automation | Agents, Workflows, Workflow Executions |
| Other | Webhooks, Notifications |
Tick the collections you want (the checkbox on a group header selects the whole group) and click Export ZIP. Your browser downloads a file named autotalk-export-<company>-<date>.zip.
Inside the ZIP you'll find a manifest.json describing the export plus one JSON file per collection (for example contacts.json).
Exports contain only the selected data collections. Account and team records, billing data, secret variables, and logs are never included in an export.
Importing data
The Import tab is available to the company owner. It accepts two kinds of files:
- A single ZIP — an AutoTalk export, or one of the example ZIPs from the Examples section (which use the same format and can also carry custom-type definitions and their records).
- One or more JSON files — each named after a collection, such as
contacts.jsonorworkflows.json.
To import:
- Drop the file onto the upload area ("Drop ZIP file here or click to select"), or click it to pick a file. Don't mix ZIP and JSON files in one import.
- Review the File Preview card, which shows the collections and document counts found in the file.
- Click Import ZIP and confirm. The confirmation reminds you that this will create or update documents in your company and cannot be undone.
- When the import finishes, a results table shows the number of Created and Updated documents — and any Errors — per collection.
How documents are handled:
- A document whose ID already exists in your company is updated in place.
- Everything else is created as a new record with a new ID, and references between the imported documents (for example, a message pointing at its conversation) are remapped so they keep pointing at each other.
- The uploaded file is removed from your company storage once the import completes.
Imports are limited to 500 MB per file.
Every example in the Examples section ships as a downloadable ZIP built for this page — download it, then import it here to get a working agent, workflow, or seed data set in one step.
Next steps
- Examples — Ready-to-import agents, workflows, and seed data
- Storage Explorer — Browse and manage your company files
- Roles & Permissions — Grant the Export data capability