Published at: 2026-09-17

How to process batch data

Use the data batch processing tool to import, export, and delete large volumes of data.

Overview

The data batch processing tool is designed for large-scale data operations. It has no limits on data volume or frequency, and it bypasses front-end business logic validation to make data migration and system initialization more efficient.

Before you begin

[!IMPORTANT] - Permission requirements: You need CRM administrator permissions with access to Data Maintenance Tools in the Admin Console. - Prerequisites: Prepare a properly formatted CSV file before importing. - File size: A single import file cannot exceed 100 MB. - Impact: The batch processing tool does not perform deduplication or trigger workflows and approval flows. Imported data shows as “System” in modification records.

Access

Go to Admin Console > CRM Management > Data Maintenance Tools > Data Batch Processing.
Data batch processing entry

Batch import data

Batch import is used for data initialization before system launch, historical data migration, and similar scenarios. Compared with front-end import, batch import has no limits on data volume or frequency and only performs metadata-level validation (no front-end business logic).

Upload a file

  1. On the Data Batch Processing page, select the import object.
  2. Select the import method: Create Data or Update Existing Data.
Select import object and method
[!NOTE] When selecting “Update Existing Data”, you can configure whether to continue updating when import fields are empty. When updating related team member objects, the system only considers all related team import columns empty when every column is empty; otherwise, it overwrites with the new values.
  1. Select the identification method for data import: Unique ID, Object Primary Attribute, or Any Field on the Object.
Select data identification method
[!TIP] Before importing, review the standard format description for each field. Fill in each field according to the standard format to avoid import failures.
View field standard format
  1. Upload a CSV file according to the template requirements.
Upload CSV file
[!WARNING] Because the data batch processing tool does not validate business logic, importing fields that violate business rules may cause errors in the object data within the system. Make sure all import fields comply with business logic.

Map fields

The system automatically maps file columns to CRM object fields. You can also adjust mappings manually.
  1. On the field mapping page, review the auto-matched field relationships.
Auto-matched fields 2. For unmatched fields, manually select the target CRM field. 3. For fields with unique attributes, determine uniqueness through primary attribute, ID, or custom unique rules.
Determine uniqueness by primary attribute or ID
[!TIP] Custom unique rules let you map file headers to system form headers even when the names differ, reducing reliance on the standard import template.
Custom unique rule mapping
  1. Click Confirm Import and wait for the task to complete.

View import results

After import completes, check the status and success count of the import task on the Data Batch Processing home page.
View import task status
  • If a task fails, you can download the failure file to view the failure reason.
  • Failed tasks support restart.

Batch export data

Batch export is used for data backup, data analysis, and similar scenarios. It supports export to local storage, Alibaba Cloud OSS, or FTP, and supports scheduled automatic export.
Export feature entry

Export all objects

Exports data from all business objects in the CRM system. Suitable for full data backup.
Select full-object or per-object export
  1. On the Data Batch Processing page, select Export All Objects.
  2. Select the export method and fill in required fields.
  3. Choose whether to simultaneously export voided data.
  4. Select export timing: Export Now or Scheduled Export.
Set export method and timing
[!NOTE] Scheduled export supports setting the frequency (once, daily, weekly, monthly) and execution time.
Set scheduled export frequency

Export by object

Exports data for a specific object with configurable export conditions and field scope.
  1. On the Data Batch Processing page, select Export by Object.
  2. Select the target object (only one object can be selected).
  3. Choose whether to simultaneously export related objects.
  4. Select the export method: Local, Alibaba Cloud OSS, or FTP.
  5. Set data export options: whether to export voided data and whether to export data IDs.
  6. Select export timing: Export Now or Scheduled Export.
  7. In Export Conditions, set the fields to export.
  8. Set filter conditions: All Data or Filter by Conditions.
Set export fields and filter conditions

Batch delete data

Batch delete is used for cleaning up test data, obsolete data, and similar scenarios.
[!CAUTION] Data deleted through this method is permanently unrecoverable. Confirm the scope before executing deletion.
  1. On the Data Batch Processing page, select Delete Object.
  2. Select the target object (only one object can be selected).
  3. Select the delete scope: Delete All or Delete by Filter Conditions.
  4. Select delete timing: Delete Now or Scheduled Delete.
Set delete scope and timing
  1. Enter your login password for verification.
Login password verification
  1. Confirm the deletion.
[!NOTE] For data security, deletion requires login password verification.

Expected results

  • Import: The target object list shows the batch-imported data. Data modification records show “System” as the operator.
  • Export: The export file is generated at the specified location (local download, OSS bucket, or FTP directory).
  • Delete: The target object list no longer shows the deleted data.

FAQ

Is batch processing faster than standard import?

Yes. Data batch processing does not execute front-end business logic or flow validation, so it is faster. Standard import processes 50 records per batch in approximately 1 second; batch processing is significantly faster. In public cloud environments, you can configure a dedicated database to further improve speed.

What are the file size limits for standard import and batch processing?

Feature Data volume limit File size
Standard import (no workflow or approval flow) Up to 300,000 records Up to 50 MB
Standard import (triggers workflow only) Up to 1,000 records Up to 2 MB
Standard import (triggers both workflow and approval flow) Up to 500 records Up to 2 MB
Data batch processing Unlimited Up to 100 MB

Does batch processing support permission control?

Currently, import, export, and delete buttons cannot be controlled through feature permissions. This feature is planned.

Does export support file server integration?

Export supports integration with Alibaba Cloud OSS or self-hosted FTP. Import does not currently support direct file server integration.

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