Exporting all CRM data

Admin

Do you want to be on the safe side and backup your CRM data with important information on your customers, opportunities, tasks, cases as well as contact history? Export all data into CSV files and download in a ZIP archive with just one mouse click! See further instructions below.

Bare Bones Instructions

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

1. Enter your portal using your login details.
2. Click the CRM link on the start page.
3. Click the Settings option at the left-side panel then choose Common settings section.
4. Click the Download all data in one ZIP archive button within the 'Export of All Data' section.

You will have to wait several minutes depending on the amount of your data till a ZIP archive is generated. After that a link to the created ZIP archive will be displayed under the progress bar. You will also receive an email notification containing a link for you to download the created ZIP archive.

Helpful Hints

What will I find in the generated ZIP archive?

During the export operation, the CRM data are transferred into CSV files. The data from each section (e.g. opportunities, contacts, tasks, etc.) are saved to a separate CSV file. After that all the created CSV files are packed into a ZIP archive to compress them. After downloading and unpacking the archive using unzip software, you'll get five CSV files - cases.csv, tasks.csv, deals.csv, history.csv, contacts.csv.

What is the 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.

Can I export opportunities or tasks only?

Yes, you can export contacts, tasks, opportunities, or cases separately depending on your needs. To do that, please proceed through the following steps:

1. Open the CRM module.
2. At the left-side panel, click the option you need - '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'll be able to edit the file using the online Spreadsheet Editor or download it to your computer hard disk drive.