How to Export Data

How to Export Data

This article covers the steps to export data from CRM, this is bulk export action to capture data.

Steps to export data for any Entity remains the same

Prerequisites

  1. Permissions:  Any user with having Create permission on Data export and Read permission on Required Entity.
  2. Product Plans: Embark/Elevate
  3. Activities to be Completed: None

Steps

Step 1: Navigate to CRM Settings > Dashboard > Data Management



Step 2:  Click on Data Export option



Step 3: Select required Entity





Step 4: Select Smartlist based on your data export requirement. This will support system default list option as well as the custom list based on use case



Step 5: In case of specific export requirement, you can choose related filter from the drop down list to set exception rule & export 

 



Step 6: Once the status is updated from In progress to Completed you will be notified to download the file, click on the notification bell icon




Note:
Once the data export is completed, same can be downloaded either by searching it from Notification Bell Icon, Export UI or copy of the same is also shared on tenant email ID


    • Related Articles

    • How to Export Data with Notes

      This article covers the steps to export data from CRM, this is bulk export action to capture data. Steps to export data for any Entity remains the same Prerequisites Permissions: Any user having Create access on Data export, Read access on required ...

    • How to export records from Kylas?

      This article will walk you through the steps to export different types of Records available on CRM Records can be of different types, as listed below Lead Deal Contact Company Call Meeting Task Prerequisites Permission: Any user having Create ...

    • How to import Contacts in Bulk?

      This article covers the steps to import Contacts in bulk. What is a contact? What is the difference between a lead and a contact?. Prerequisites Permissions: Any user with permission to Create contact Product Plans: Embark/Elevate Activities to be ...

    • How to Import Deals in Bulk

      When the team receives a large number of deals, manually adding the deal one after another will be a tedious task. So, Kylas CRM provides the option to upload the deals in Bulk using an .CSV file. This article covers the steps for uploading deals in ...

    • How to import leads using an .CSV file?

      When the sales team receives a large number of leads, manually adding the leads one after another will be a tedious task. So, Kylas CRM provides the option to upload the leads in Bulk using an .CSV file. This article covers the steps for uploading ...