Exporting all CRM data

Exporting CRM data

To export your CRM data, please follow the steps below:

1. Sign in to your portal.
2. Click CRM on the start page.
3. Click Settings in the left-side panel, then select Common settings.
4. Click Download all data in one ZIP archive in the Export of All Data section.

Depending on the amount of data, the ZIP archive may take several minutes to generate. Once complete, a link to the ZIP archive will be displayed below the progress bar. You will also receive an email notification containing a link for you to download the created ZIP archive.

Additional Information

Contents of the generated ZIP archive

During the export operation, the CRM data is transferred into CSV files. The data from each section (such as opportunities, contacts, tasks, etc.) are saved to a separate CSV file. All CSV files are then compressed into a ZIP archive. After downloading and extracting the archive, you will find five CSV files: cases.csv, tasks.csv, deals.csv, history.csv, contacts.csv.

CSV format

CSV (comma-separated values) represents a simple file format that is widely supported by various applications, e.g., text editors. Such files store tabular data in the plain-text form. The CSV format is frequently used to transfer information from a database program to a spreadsheet. Despite the format name, not only the comma can separate fields in such a file, other delimiters can also be used for this purpose.

Exporting individual data categories

Yes, you can export contacts, tasks, opportunities, or cases separately depending on your needs. To do so, follow these steps:

1. Open the CRM module.
2. In the left-side panel, click the relevant option: Contacts, Tasks, Opportunities, or Cases.
3. Click the icon and select the Export current list to CSV file option.

The exported .csv file will be automatically saved in the My Documents folder of the Documents module. You can edit the file using the onlinen Spreadsheet Editor or download it to your computer.