Export all your contacts, accounts, opportunities, or custom apps' records on a single file (one file per app) or customize the information that the CSV file will include. It is especially important to do so if you are making use of custom fields and you wish to add them to the export CSV.
In this tutorial we will cover the following topics:
- User Permissions
- Simple Export
- Export data based on Filters
- Export data based on List Configuration
- Export data based on Search
User Permissions
This feature is available to all users in FreeAgent CRM. However, additional restrictions could be in place based on the assigned role of each user. If you need to but you are unable to export data, please contact your team's administrator.
Simple Export
To do a simple export that will include the default information (enabled columns in the List View) for any app, just click the 3 dots icon to display the available options and then click Export CSV.
The download will start as soon as you confirm that you wish to continue with the download, as it could take a few seconds.
Note: If you are unable to export data, review the Privacy & Security settings of your browser. Under the 'Cookies and other site data' section make sure that third-party cookies are allowed.
There are two options when it comes to modifying the information available on the export CSV: filters and list configurations.
Export Data Based on Filters
Filters are available on all the different views in FreeAgent CRM: Rolodex, List, Board. Apply filters to refine the data to export.
You will need to apply the filters each time you add or remove a filtering condition. It is possible to see which filters are active thanks to the filter pills.
Once you are done selecting the filters, click on the 3 dots to display the available options, and then click on 'Export CSV'. The download will start as soon as you confirm that you wish to continue with the download, as it could take a few seconds.
Your CSV file will only include the information available on the view after applying the filters.
Export Data Based on List Configuration
With this option, you can include or hide columns in the 'List View' and rearrange them, and they will be included in the CSV file. Click on the gear icon between 'Save View' and the 3 dots icon to display the 'List Configuration'.
Here you can select additional columns for your view and rearrange them by dragging and dropping them on the desired position. Only the selected columns will be included in the CSV file.
It is also possible to combine filters and list configuration, as described above, to further refine the information contained in the CSV export file.
Note: Save your View once you are done applying filters and changing the list configuration to avoid having to go through all this process again in order to Export another CSV file.
To learn more about Saved views, visit the following tutorial:
Saved Views.
Export Data Based on Search
If you are looking to export data based on a quick search within your apps, just type in the search box the keyword(s) and wait for the results to show on the screen.
Once the results are there, click on the 3 dots on the top right corner to display the available options and then click on 'Export CSV'. Your file will include only the records that matched the search criteria.