Export Data

You can perform an export of the data via CSV, XLS, XLSX file for the following resources:

  • Deals
  • Contacts
  • Companies
  • Products
  • Activities

The export feature for all the supported resources is located when viewing the index page, for example, table contacts.

  • Navigate to the resource list view.
  • Click the ellipsis button located on the top right side.
  • Click Export.
  • From the modal select the type of the export file.
  • Select date range (based on creation date).

If you have applied filter rules to the table, you will be able to export the data based on the applied rules.