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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Export data to XML

Export data from a source instance to an XML file.

Before you begin

Role required: admin

Procedure

  1. Log in to the source instance (the instance that should send the data).

  2. Export a record or a list of records to XML.

OptionDescription
Export a record to XML
  1. Navigate to the record that you want to export.
  2. Select the Additional actions menu (
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    Additional actions menu.).</li>
  3. Select Export > XML This Record).
Export a list of records to XML
  1. Navigate to the list of records that you want to export.
  2. Select and hold (or right-click) any column header in the list.
  3. Select Export > XML.
  4. When the export completes, select Download.

What to do next

Import data from XML