WARNING You're browsing the documentation for an old version of Concord CRM. Consider upgrading your installation to Concord v1.1.

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.