Export Data

    Concord CRM's export feature provides a seamless way to export your data into CSV, XLS, or XLSX formats, aiding in data analysis, reporting, or migration. However, due to technical constraints, not all resources are exportable. Below are the resources that support the export feature:

    • Deals
    • Contacts
    • Companies
    • Products
    • Activities

    You can access the export feature on the index page of each supported resource, for instance, on the contacts table.

    Performing an Export

    Follow the steps outlined below to export data from a particular resource:

    1. Navigate to the list view of the desired resource.
    2. Click on the ellipsis button situated at the top right corner.
    3. Select Export from the dropdown menu.
    4. In the modal, choose the file format for the export.
    5. Optionally, select a date range based on the creation date to filter the records to be exported.

    Non-admin users with the without export permission can only export records they are able to view. The export feature adheres to the access control, ensuring users can't export unauthorized records.

    Granting Export Permissions

    By default, non-admin users are restricted from using the export feature. To grant export capabilities to a user:

    1. Create a role with the necessary export permissions.
    2. Assign this role to the desired user, thereby authorizing them to export specified resources.

    Export Records on Specific Criteria

    There might be scenarios where you need to export data based on specific criteria, like exporting all contacts created within a month, to achieve this, you should apply filters to the index view before performing the export.

    1. Navigate to the Resource List View:

      • Go to the list view of the resource you want to export (e.g., Contacts, Deals, etc.).
    2. Apply Filters:

      • Click on the filters dropdown and then click "New Filter".
      • Select the criteria for filtering. You can often filter data based on various fields like creation date, status, assigned user, etc.
      • Apply the desired filters to narrow down the list of records to your specified criteria.
    3. Initiate Export:

      • Click on the ellipsis button situated at the top right corner.
      • Select Export from the dropdown menu.
      • In the export modal, tick the "Export records based on the applied filters" checkbox. This ensures that only the filtered records will be included in the export.

    Customizing Export Fields

    By default, Concord CRM exports all fields for a given resource. To customize the exported data:

    1. Open Export Modal: Click on the Select Fields option within the export modal.
    2. Select Fields: Tick the checkboxes next to the fields you wish to include in your export file.

    This process allows you to tailor the exported data to your specific needs.

    Choosing Export Date Range Field

    In Concord CRM, when exporting records, the default date field used for filtering is the "Created At" date. However, you have the flexibility to choose a different date field based on the type of data you are exporting. This includes any custom field of type "Date" or "DateTime".

    How to Select a Different Date Range Field:

    • Look for the dropdown menu adjacent to the "Date Range" label.
    • Select your preferred date field from this dropdown.

    Usage Example:

    • Suppose you want to export records based on a custom "Birthday" field. You can set the date range to include all records where the birthday falls within the current month.

    This feature executes a MySQL 'between' query, offering a tailored approach to export records based on specific date criteria.