Export data to XML

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • 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 (Additional actions menu.).
      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