Data management: import, merge, recycle bin

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.

Ohana Inspector and the Object Explorer#

The magnifier button on the right edge of the screen opens Ohana Inspector (permission: Ohana Inspector, Setup > Permission Sets). It has three tools:

• Object Explorer: lists every object you are licensed for and allowed to read (standard, industry and custom objects, plus emails and Chatter posts), grouped by app. Pick an object to see raw data with all columns on the Records tab and the field catalog on the Fields tab (API name, label, type, source: standard / custom / in records / system, picklist values, fill rate). Click a row to open the record's full data, copy it as JSON or open the record. Open in Query carries the object into the Query Editor.
• Data Export (Query Editor): write SELECT / FROM / WHERE / ORDER BY / LIMIT queries; FROM accepts every object you can see, SELECT * returns all fields and suggestions list fields and picklist values. Copy results to Excel or download them (permission: Data Export).
• Data Import: bulk insert and update from Excel / CSV (see Data Import).