Exporting Nonprofit Vertical CRM Data

Exporting Nonprofit Vertical CRM Data

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.


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

  1. Click Settings > 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.

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