Data management: import, merge, recycle bin

CSV import, duplicate merging, the recycle bin, exports and automatic backups.

Import

1. Open Setup > Import and choose the object.
2. Upload your CSV; map its columns to Ohana360 fields.
3. Check the preview and start the import.

• Import runs duplicate checks: rows matching existing records are not duplicated.
• For large lists, validate your field mapping with a small trial file first.

Duplicates and merging

• The system shows a duplicate warning on similar records (same e-mail, similar name).
• The Merge tool reduces two records to one: you choose which field values remain, and related records (tasks, files) move to the surviving record.

Recycle bin

Deleted records are not destroyed immediately; they move to the Recycle Bin and can be restored from there. It is the insurance against accidental deletes.

Export

• Every list can export CSV (with the active filters and columns).
• The compliance package's full data export downloads your org's entire data in one package (admin only).

Backups

The platform automatically backs up org data every night and keeps recent copies. On top of that, taking your own CSV export before critical bulk operations is good practice.