Setup, access and export workflow
Setup, access and export workflow: Export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.
5 guides
CSV Export Manager
Open guide →GuideUnderstand CSV Export Manager
Use an administrator-only utility that streams selected CRM data directly as CSV.
Open guide →GuideInstall and activate CSV Export Manager
Activate version 1.0.0 and expose the Utilities child menu to administrators.
Open guide →GuideOpen CSV Export Manager
Open the export form and select a supported feature and period.
Open guide →GuideGenerate a CSV export
Select type, date period and any custom dates, then submit the export form.
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