Export records

How to export records from your system

Support avatar
Written by Support
Updated over a week ago

You can export your existing data from your account into a CSV spreadsheet format in the Individual / Organisation or Deal groups.

An example of an exported list of contacts in .csv format is below:

To export Individuals or Organisations.

Select Contacts.


Select Organisation or Individuals and the group that you want.

To configure table columns that are exported - Click the Drop Down arrow and select "Configure table columns.."

Note: Only columns that are showing in the configured view will be exported to CSV.

To choose which columns you want to include in your export select "add column" then drag and drop to position them in the order you would like.

Once you are happy click save.

Download as CSV.

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