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Top Rated Workflow Management Software with Data Import/Export in 2026

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Data import/export enables smooth data transfer between various tools and formats, automates report generation, supports collaboration, and facilitates data manipulation. This functionality simplifies data sharing, enhances productivity, and aids in efficient project management. Our reviewers in workflow management software rated this feature as highly important.

8 Best Workflow Management Software with Data Import/Export

Product
User rating
Starting price
Lucidchart logo
4.6
(2.2K)
9
flat rate/per month
Visio logo
4.5
(3.2K)
5
per user/per month
Zoho CRM logo
4.3
(6.9K)
14
per user/per month
Jira logo
4.4
(15.3K)
7.91
per user/per month
Jotform logo
4.7
(2.7K)
39
flat rate/per month
Zapier logo
4.7
(3K)
29.99
usage based/per month
monday.com logo
4.6
(5.7K)
9
per user/per month
Google Cloud logo
4.7
(2.2K)
Empty state illustration for "No pricing info"

No pricing info

See other top Workflow Management products with data import/export

How we picked the 8 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the Workflow Management software category. They also needed to have sufficient reviews about data import/export, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for data import/export, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 8 best products

Lucidchart logo
Reviews Sentiment
 
 
 
1-2(24)
3-4(838)
5(1,384)
Key Features
Progress Tracking
Task Management

User insights about the data import/export feature

Reviewers highlight Lucidchart's flexible data import/export capabilities, noting the ease of importing from Visio, Excel, and CSV files. They appreciate the ability to export diagrams in multiple formats like PDF, PNG, and JPEG. Users find it valuable for creating and sharing visualizations, with smooth integration for importing process diagrams and exporting to various platforms.
Verified reviewer profile picture

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“Once I have created any business process model, I usually take export the diagram into PDF or PNG format to share it across with business stakeholders for further discussions or approvals. This feature is extremely critical and useful for my role as a Product owner. You can also import files from your local system storage (laptop).”
Verified reviewer profile picture

Shivani S.

Product Owner

“You can easily import charts from other apps and export charts you have made with Lucid Charts into formats such as png, jpg, pdf, csv and even visio formats.”
RR

Rouf R.

Digital Account Manager

Starting price
9flat rate /
per month
Pros and Cons based on 2,246 verified reviews
Verified reviewer profile picture

Efficient workflow design

Versatile flow diagramming

Real-time team collaboration

Comprehensive project management

Intuitive flowchart creation

Slow performance speed

Inconsistent issue management

Challenging line connections

Expensive and restrictive plans

Limited file management

See pros and cons details
Visio logo
Reviews Sentiment
 
 
 
1-2(20)
3-4(1,293)
5(1,966)
Key Features
Progress Tracking
Task Management4.4

User insights about the data import/export feature

Reviewers value Visio's data import/export capabilities for their ease and functionality. They highlight the ability to import data from Excel and other Microsoft applications, and export diagrams in formats like PDF and JPEG. Users appreciate the seamless integration with other tools, which saves time and enhances productivity.

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“Data can be extracted easily from a diagram in visio which creates export of quantities or information in form of report. Similarly connecting with data sources allows easy import of simple data into interactive flows.”
NL

Nandita L.

Senior Analyst

“The integration with Excel permitted me to import sheets of data and directly turn them into diagrams. Also, I could easily import diagrams made by other members of my team or export diagrams to send to team members.”
AS

Adam S.

Founder

Starting price
5per user /
per month
Pros and Cons based on 3,279 verified reviews

Efficient flowchart creation

Streamlined workflow design

Professional presentation creation

Versatile diagramming capabilities

Detailed visualizations

High licensing costs

Challenging connector management

Version compatibility issues

Frequent crashes and bugs

Limited document management

See pros and cons details
Zoho CRM logo
Reviews Sentiment
 
 
 
1-2(252)
3-4(3,152)
5(3,560)
Key Features
Progress Tracking4.3
Task Management4.4

User insights about the data import/export feature

Reviewers appreciate Zoho CRM's data import/export capabilities for their ease of use and flexibility. They highlight the ability to import and export data from various sources like Google Sheets and Excel, and the seamless integration with other tools. Users find it valuable for data migration, analysis, and maintaining accurate records, despite occasional issues with data duplication.
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“Both data import and export are essential features in Zoho CRM, as they enable you to maintain accurate records, migrate data from other systems, and analyze your CRM data in external tools. These capabilities contribute to efficient CRM management and effective decision-making within your organization.”
Verified reviewer profile picture

Mohammed M.

Assistant manager

“The Zoho CRM data importer/Export is self explanatory and works with various spreadsheet brands, e.g. Google sheets and Microsoft Excel.”
EM

Ephraim M.

Real Estate Agent

Starting price
14per user /
per month
Pros and Cons based on 6,964 verified reviews
Verified reviewer profile picture

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details
Jira logo
Reviews Sentiment
 
 
 
1-2(214)
3-4(6,630)
5(8,464)
Key Features
Progress Tracking4.5
Task Management4.6

User insights about the data import/export feature

Reviewers find Jira's data import/export capabilities versatile and user-friendly. They appreciate the ease of importing data from various formats like CSV and the ability to export data for sharing and reporting. Users mention the importance of these capabilities for project management, data migration, and collaboration across multiple platforms.

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“I like Jira's data import/export features for their versatility and ease of use. Importing data from various formats, like CSV, simplifies migrating projects, while exporting allows for easy sharing and reporting. ”
AA

Alan A.

Technical Lead

“Data import/export in Jira streamlines collaboration, supports migration, and maintains transparency across projects.”
MS

Mando S.

Chief Elder

Starting price
7.91per user /
per month
Pros and Cons based on 15,308 verified reviews

Comprehensive project tracking

Effective sprint management

Enhanced team collaboration

Extensive integration options

Support for agile development

Frequent performance issues

Complex navigation

Challenging issue management

Inefficient search and filter

Complicated setup configuration

See pros and cons details
Jotform logo
Reviews Sentiment
 
 
 
1-2(41)
3-4(700)
5(2,040)
Key Features
Progress Tracking5.0
Task Management4.5

User insights about the data import/export feature

Reviewers appreciate Jotform's data import/export capabilities for their simplicity and efficiency. They highlight the ease of importing data from sources like Google Sheets and CSV files, and exporting data in various formats for analysis. Users find it helpful for managing form submissions and integrating with other systems, despite occasional delays with zip file downloads.

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“When transitioning between different survey platforms or updating existing datasets, Jotform's import feature streamlines the process of transferring data. This ensures continuity and accuracy in data management without manual re-entry.”
BB

Bridgette B.

Manager of Education

“I recently used Jotform to import and export data and am very pleased with its functionality. The platform is easy to use and offers great flexibility for importing data from different sources, including Google spreadsheets and CSV files. In addition, the export options are also robust and allow data to be downloaded in a variety of formats, making it easy to verify and analyze the data. The integration with Google accounts is also very convenient and allows quick and easy access to imported data. Overall, I am very happy with using Jotform for data import and export and highly recommend it.”
KG

Koffi G.

CEO

Starting price
39flat rate /
per month
Pros and Cons based on 2,781 verified reviews

Effortless form creation

Efficient survey development

Convenient diGital signatures

Restrictive usage limits

High cost for advanced features

See pros and cons details
Zapier logo
Reviews Sentiment
 
 
 
1-2(28)
3-4(826)
5(2,189)
Key Features
Progress Tracking
Task Management4.5

User insights about the data import/export feature

Reviewers appreciate Zapier's data import/export capabilities for their ease and reliability. They find it simple to import and export data across various apps, including Google Sheets and Docs. Users highlight the ability to move data in bulk and the seamless integration with other software. They also mention the new Bulk Data Import feature as particularly helpful.
Verified reviewer profile picture
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“Zapier allows for data import/export between connected apps, facilitating seamless data transfer. It supports various data formats and structures”
Verified reviewer profile picture

CHARLES B.

Software Engineer

“The New Bulk Data Import feature of Zapier is super amazing, It is helping me to get the retroactive data. I am super happy with this feature of Zapier.”
Verified reviewer profile picture

Mehandi I.

Sales & Marketing Automation Expert

Starting price
29.99usage based /
per month
Pros and Cons based on 3,043 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

Automating repetitive tasks

Significant time savings

Enhancing client integration

Streamlining workflows

Boosting business productivity

Restrictive usage limits

Challenging issue resolution

High costs for features

Zaps maintenance difficulties

Limited triggers and actions

See pros and cons details
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Progress Tracking4.6
Task Management4.6

User insights about the data import/export feature

Reviewers appreciate monday.com's data import/export capabilities for their ease and efficiency. They highlight the ability to import data from spreadsheets and other tools, and export data for reporting and analysis. Users find it helpful for integrating with other systems and managing projects, despite some limitations with automatic data integration.
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“Data import/export is a critical feature for any work management tool, as it allows users to easily move data in and out of the system. monday.com offers a variety of data import and export options, which makes it easy to integrate with other systems”
MM

Mir M.

Safety Analyst

“It is super helpful to export data to manipulate in Google Sheets/excel. Or import lists from other tools such as LinkedIn sales navigator.”
Verified reviewer profile picture

Peter W.

Recruitment Consultant

Starting price
9per user /
per month
Pros and Cons based on 5,720 verified reviews
Verified reviewer profile picture

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details
Google Cloud logo
Reviews Sentiment
 
 
 
1-2(11)
3-4(626)
5(1,622)
Key Features
Progress Tracking
Task Management4.6

User insights about the data import/export feature

Reviewers appreciate Google Cloud's data import/export capabilities for their ease and security. They highlight the ability to import and export data in various formats, and the seamless integration with BigQuery. Users find it convenient for uploading and downloading files, and appreciate the consistent quality of files during the process.
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“It is also one of the best feature of Google Cloud Platform which helps to connects the data to BigQuery directly by importing and can be exported through wrtiting queries. This is a hassle free and easy to understand process. It also gives direct source option to choose which is "Google Cloud Platform". Throgh Data Import we can directly import the data just by clicking the file.”
Verified reviewer profile picture

Ishaan P.

Software Development Engineer Intern

“GCP allows data to be imported or exported in various formats which some of the cloud service providers fail to do and that makes the job easier for the user to just upload any format just by a click of a button.”
HR

Hrudvi R.

Analyst

Starting price
Empty state illustration for "No pricing info"

No pricing info

Pros and Cons based on 2,259 verified reviews
Verified reviewer profile picture

Flexible scalability options

Extensive API offerings

Robust data storage solutions

Efficient document sharing

Seamless integrations

Dependence on internet speed

Inadequate customer support

Frequent software issues

Complex and costly pricing

See pros and cons details

Other Top Rated Workflow Management Software with Data Import/Export in 2026

Trello logo

Visual collaboration tool for shared project perspectives

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Read more about Trello

Users also considered
Jira logo

Project management and work tracking software

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Read more about Jira

Users also considered
Asana logo

Project tracking and workflow management platform

Asana is a workflow management platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

Read more about Asana

Users also considered
Connecteam logo

Enhance employee management with the only all-in-one app

Connecteam workflow management software is a way to easily streamline operational tasks & increase productivity with a single tool.

Read more about Connecteam

Users also considered
monday.com logo

Project management software

Build your ideal workflow with the help of monday.com Work OS. Automate all mundane, repetitive tasks so you and your team can focus on essential work, assign clear ownership in projects, collaborate effectively in real-time, and easily coordinate work across your team.

Read more about monday.com

Users also considered
ClickUp logo

Productivity platform for marketing agencies

ClickUp is the tailored workflow app loved by teams across all industries. Customize your workflow with statuses to fit each individual project. Use preselected statuses or create your own. Team-wide workflow templates let you quickly re-use your favorite custom statuses in any Project or Space.

Read more about ClickUp

Users also considered
TaxDome logo

Tax practice management software for bookkeepers and CPAs

TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

Read more about TaxDome

Users also considered
Zapier logo

Zapier makes you happier

Zapier connects the web apps SMBs use every day so you can save time, automate tedious tasks, and focus on what matters most. In just a few minutes, you can set up automated workflows using 6,000+ of the most popular web apps—no code required.

Read more about Zapier

Users also considered
Notion logo

Project and task management tool

Notion is a project and workflow management solution that helps businesses streamline operations related to goal setting, status tracking, lead management, and more on a centralized platform. It enables users to utilize the drag-and-drop interface to organize, rearrange, and develop ideas or plans.

Read more about Notion

Users also considered
Zoho CRM logo

Customer relationship management solution

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Read more about Zoho CRM

Users also considered
Jotform logo

Cloud-based form builder tool for digital forms.

Jotform is a cloud-based form builder platform that helps businesses streamline form creation via ready-made templates, integrations with third-party applications, and design features that cater to organizations globally.

Read more about Jotform

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Google Cloud logo

Modular platform for computing, hosting, storage and more

Google Cloud Platform is a modular-based platform providing multiple build and scale services to businesses of any size within any industry. It offers tools for document storage, data warehousing, security key enforcement, app creation, API management, AI and machine learning, live chat, and more.

Read more about Google Cloud

Users also considered
Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is an AI-powered platform to design, automate, and scale workflows. Build custom apps, deploy AI agents, and eliminate manual work—so teams can move faster and operate with precision.

Read more about Airtable

Users also considered
Miro logo
Category Leaders

Miro is a visual workspace for innovation

Miro is the #1 collaborative whiteboard platform, trusted by over 100M users worldwide. Organize your workflow online – manage your screens and statuses on one single board. Easily collaborate and track your status.

Read more about Miro

Users also considered
Lucidchart logo

Visual diagramming tool for team collaboration

Lucidchart is a cloud-based diagram solution that enables users to create various types of flowcharts and visual documentation online. The platform supports multiple use cases including technical diagramming, process documentation, and team visualization, while offering AI-powered features that transform text prompts into polished diagrams. It integrates with popular workplace applications to facilitate seamless collaboration across teams.

Read more about Lucidchart

Users also considered
Wrike logo

AI powered workflow management platform

Automate recurring workflows. Wrike’s automation engine works in the background to sync related tasks, thereby reducing errors and tedious activities without requiring you to update other projects and tasks.

Read more about Wrike

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MaintainX logo

AI-driven maintenance & asset management platform

Modern workflow management for frontline teams. Enhance maintenance, safety, and operations in an intuitive, collaborative platform.

Read more about MaintainX

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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

PandaDoc gives sales teams the ability to quickly create, send, and track docs within an approval system that works for everyone. With brand-approved templates and optional content locking, you stay in control of the look, feel, and actions within every customer-facing document that goes out.

Read more about PandaDoc

Users also considered
Adobe Workfront logo

Online enterprise work management software

Leverage templates to standardize business processes, increase efficiency, and avoid recreating the wheel. With Adobe Workfront, you can also ensure compliance with automated workflows that constitute an audit trail, and customizable reports and dashboards that display progress for each workflow.

Read more about Adobe Workfront

Users also considered
Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

Automate and streamline your customer operations effectively with Bigin's array of automation features. Prioritize strategic tasks while ensuring routine operations run smoothly with features to automate follow-up emails, assign tasks, update deal stages, schedule calls and events and a lot more.

Read more about Bigin by Zoho CRM

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need to manage your workflow: proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

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Process Street logo
Category Leaders

AI-enabled compliance operations platform.

Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

Read more about Process Street

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Paycom logo

The only HR and payroll software built on a single database

Paycom is the most automated HCM platform and the only HR and payroll software built on a truly single, unique database that automates the entire employee life cycle.

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Teamwork.com logo
Category Leaders

Profit from every client demand.

Work and project management software that helps in-house teams and agencies improve collaboration, visibility, accountability, and ultimately results. The last project management tool you’ll ever use. Get started working together beautifully with Teamwork.com today for free or schedule a demo.

Read more about Teamwork.com

Users also considered

Key features for Workflow Management software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Progress Tracking: Users value real-time updates, visual boards, customizable filters, and detailed reports for monitoring task status, identifying bottlenecks, and making informed decisions. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Reviewers appreciate customizable task views, due dates, priorities, and the ability to assign tasks, enhancing organization, collaboration, and timely completion. 93% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers highlight the ability to set granular permissions, ensuring data security and tailored access based on roles, enhancing collaboration and protecting sensitive information. 87% of reviewers rated this feature as important or highly important.
  • Document Management: Users find value in organizing, storing, and sharing documents efficiently, with features like versioning, access controls, and integration with cloud storage solutions. 87% of reviewers rated this feature as important or highly important.
  • Mobile Access: Users benefit from staying connected and managing tasks on the go, appreciating real-time updates and the ability to collaborate from anywhere. 85% of reviewers rated this feature as important or highly important.
  • Third-Party Integrations: Reviewers emphasize the importance of seamless integration with various apps and services, enhancing automation, productivity, and workflow efficiency. 85% of reviewers rated this feature as important or highly important.