How to export contacts from OnePageCRM
The are different reasons you may need to export your data from OnePageCRM - you might need to further analyze and report on a specific segment of contacts or you may require a full backup of your contacts.
In OnePageCRM you have the option to export your contacts in a .CSV or Excel file, and you can also filter the contacts you require and export only these. Take a look below at the steps for exporting your contacts.
If you're looking to export your Deals, see here.
Export all contacts or Export by filter
- Export Contacts or Export Contacts (Inc. notes, calls etc.)
- Export by Tag, Status, Country, Filter, Lead source, Alphanumeric or Owner.
On completion, your contacts are downloaded to your computer and saved as onepagecrm_contacts.csv or onepagecrm_contacts.xls.
Quick Export for selected contacts
On completion, your contacts are downloaded to your computer and saved as
onepagecrm_contacts.csv.
When to export contacts?
- Greater visibility for further analysis: Export contacts in order to get an overview and see the history of interactions made with your contacts.
- To backup or share: You can export contacts if you would like to have a backup or maybe you need to share with other team members.
Export to Excel ensures the file formatting is not lost irrespective of the language selected in your operating system.
NOTES
- You can't download contacts to an Excel file from Quick Export.
- Emails and attachments stored in the CRM cannot be exported.