Data batch processing tool overview

Learn about the business purpose, core capabilities, and usage limits of the data batch processing tool.

Business value

During data migration or system initialization, enterprises need to import large volumes of business data into the CRM system, or batch-export and clean data from the system. The standard front-end import and export feature is limited by business logic validation and flow-triggering mechanisms, making it inefficient for large data volumes. The data batch processing tool is designed for these scenarios — it bypasses front-end business logic validation to move data in and out of the system more efficiently.

Core concepts

Concept	Definition	Related capabilities
Data batch processing tool	A data maintenance tool in the Admin Console that supports batch import, export, and delete operations	Data maintenance tools
Batch import	Imports CSV file data into a specified object in bulk, supporting both create and update modes	Field mapping, unique identification
Batch export	Exports data from a specified object to local storage or remote storage (Alibaba Cloud OSS, FTP)	Full-object export, per-object export, scheduled export
Batch delete	Deletes data from a specified object in bulk based on filter conditions	Filter-based deletion, password verification

Core capabilities

Batch import

• Supports create import and update import modes.
• No limits on data volume or frequency.
• Validates only at the metadata level — does not execute front-end business logic.
• Does not perform deduplication or trigger approval flows and workflows.
• Supports system field import and master-detail relationship joint import.

Batch export

• Supports export to local storage, Alibaba Cloud OSS, or FTP.
• Supports full-object export (all business objects in the CRM system) or selected-object export.
• Supports exporting voided data simultaneously.
• Supports scheduled export (once, daily, weekly, monthly).
• Supports master-detail relationship joint export.

Batch delete

• Supports filter-based deletion or delete all for a specified object.
• Supports immediate deletion or scheduled deletion.
• Requires login password verification before executing deletion.

Usage limits

WARNING

The following limits directly affect data processing results. Read them carefully before proceeding.

Limit	Description
No deduplication	Batch import does not perform deduplication, which may result in duplicate data.
File size limit	A single import file cannot exceed 100 MB.
No flow triggering	Does not trigger workflows, approval flows, pipelines, or other flow logic.
No business logic	Use with caution for operations that depend on business logic.
Data modification records	Data imported through batch processing shows as "System" in modification records, with no source tool attribution.

Differences from standard import and export

Comparison	Standard import and export	Data batch processing tool
Data volume limit	Limited (affected by workflow and approval flow)	Unlimited
Frequency limit	Limited	Unlimited
Business logic validation	Full front-end business logic	Metadata-level validation only
Flow triggering	Can trigger workflows and approval flows	Does not trigger any flows
Deduplication	Performs deduplication	Does not perform deduplication
System field import	Not supported	Supported
Master-detail joint operations	Not supported	Supported
Processing speed	Standard speed	Faster (no validation or flow execution)
Use case	Daily data maintenance	Data migration, system initialization, large-scale data backup

Applicable roles

Role	Primary operations
CRM administrator	Batch import initialization data, batch export backup, batch clean up obsolete data
Implementation engineer	Pre-launch data migration and initialization
Data operations engineer	Regular data backup export, filter-based data cleanup

Business scenario

During the initial CRM deployment, an enterprise needs to migrate customer, contact, and opportunity data from a legacy system in a single operation. The standard import feature is limited by file size and flow-triggering mechanisms, making it inefficient. With the data batch processing tool, implementation engineers can upload large CSV files, skip business logic validation, and complete data migration quickly.

Related topics

• How to process batch data
• Data migration tools
• Import and export overview