Exporting CRM Data

Exporting CRM Data

Exporting CRM Data

Nonprofit Vertical CRM allows you to export and take a backup of all your CRM data in a few simple steps. The different export options available are:

 

 Export Module Data

The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s).

Note:

  • Module refers to the different tabs. For example, Leads, Contacts, Accounts, etc.

Availability

Profile Permission Required: Users with the Export [Module] permission in profile can access this feature.


To export data from the modules
(through Data Administration Tools)

  1. Go to Setup > Data Administration > Export.
  2. In the Export Data page, select the module from which you want to export data from the Select Export Module list.
  3. Click Export.
    The records will be exported and saved in .CSV format in your local disk.

    To get a complete backup of the records in your Nonprofit Vertical CRM account, submit a support ticket.

Note

  • Nonprofit Vertical CRM does not, in any way, include any kind of harmful information or data into your exported files. However, as a precautionary measure to safeguard yourself from unknown security threats, it is recommended that you look for warnings about executable operations when opening an exported file in MS Excel. Please refrain from updating any commands in the CSV file exported from Nonprofit Vertical CRM.
FAQ

1. Can I export certain selected records from Nonprofit Vertical CRM?

No. Currently we do not have the option to export certain selected records. However, you can create a report based on criteria (your requirement) and export the report. See Also Generating Reports 

2. How can I share data only with certain selected users?

You can provide access rights to selected users belonging to other roles and groups by creating your own Data Sharing Rules. This feature helps you to create rules to provide access or restrict users from viewing your data in various modules. See Also Setting Up Data Sharing Rules 

3. How can I export notes?

The Export Notes feature allows you to export the notes from Nonprofit Vertical CRM in CSV format. You can export a maximum of 3000 notes at a time.



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