CRM Import & Export Governance

Formula Safe

Enterprise CSV/JSON batch data pipelines with sanitization against spreadsheet formula injection (=, +, -, @) and automated PII redaction.

Overview Leads Contacts Deals & Pipeline Activities Data Sources Import & Export

Batch Data Ingestion

Target Entity

Format

Duplicate Strategy

Payload Content

Formula injection sanitization active: cells starting with =, +, -, @ are escaped with leading single-quote.

Permission-Aware Data Export

Export records for audit, backup, or reporting. Exports strictly enforce Phase 12 RBAC permissions, organization tenancy filters, and automatic PII redaction according to user role clearance.

Target Object:LEAD

Export Format:CSV

PII Redaction:Active (Non-Owner View)

Audit Logging:Immutable Hash Recorded