> ## Documentation Index
> Fetch the complete documentation index at: https://docs.centipidbilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Search, imports, and exports

> Find records across the workspace and move data using scoped, auditable workflows.

# Find the record before changing it

Global search can group results from active sessions, subscribers, leads, tickets, packages, routers, payments, invoices, expenses, vouchers, SMS, equipment, and campaigns. It also offers context actions for the page being viewed.

## Search well

Prefer stable identifiers:

* subscriber username/account number/phone/email;
* MAC or framed IP for network incidents;
* receipt/reference/invoice number for money;
* router identity;
* ticket ID/subject;
* voucher code;
* equipment serial number.

Verify the ISP and the record before using a result action. Short/common names can return several valid matches.

## Page-specific import/export

Subscribers, payments, leads, tickets, vouchers, analytics, and other workspaces expose purpose-built export or import/export pages. Use them instead of reconstructing data from screenshots.

### Export procedure

1. Apply scope filters.
2. Choose only needed columns.
3. Review expected count/date range.
4. Export once.
5. Reconcile a sample and totals.
6. Store with controlled access and remove temporary copies.

### Import procedure

1. Download the current template where offered.
2. Preserve headers and required formats.
3. Normalize identifiers as text.
4. Preview/parse before writing.
5. Test a small representative batch.
6. Keep the result summary and avoid blind re-upload.

## Spreadsheet safety

Treat imported formulas, leading `=`, macros, hidden columns, and altered phone/account number formatting as risks. Use CSV/plain values where the workflow expects them and inspect files from external parties before upload.

## Data minimization

Exports may include personal, financial, message, network, or support data. Share the minimum scope with authorized recipients and follow retention/deletion policy.