Export data to XML

task australia Updated Sep 10, 2026 1 min read export-xml-file.md
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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.

Option

Description

Export a record to XML

  1. Navigate to the record that you want to export.
  2. Select the Additional actions menu ([Omitted image "Form_MenuIcon.png"] Alt text: 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

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