Export Companies to a CSV File
About Exporting Companies
Exporting companies to a CSV file allows you to download and work with your company records outside of the CRM. This is useful for backing up data, performing detailed analysis in spreadsheet software, or sharing information with team members or external partners in a standardized format.
Benefits of Exporting Companies
Exporting your company data offers several advantages for managing and utilizing your business information effectively:
- Bulk Export: Download multiple company records simultaneously instead of handling them individually.
- Universal Format: CSV files are compatible with most spreadsheet and data analysis tools, making them easy to open and use.
- Offline Access: Review and analyze company data without needing an internet connection.
- Flexible Selection: Choose to export either specific companies or your entire company list based on your needs.
Export Options
You can export companies in two ways, depending on whether you need a subset of records or the complete dataset:
- Selected Companies: Choose specific companies from the list and export only those records.
- All Companies: Export every company in your CRM without any selection.
Export Progress
When you initiate an export, a progress window appears to show the status of the file generation. This display includes the number of records processed and the overall percentage completed, helping you track the export until it is ready for download.
CSV File Details
The exported file is in CSV (Comma-Separated Values) format, with each company record organized into columns. All standard and custom fields associated with your company records are included as columns in the file, allowing for comprehensive data review and manipulation in spreadsheet applications.
How to Export Companies
Export Selected Companies
- Navigate to Contacts → Companies.
- Optional: Use search or filters to find specific companies.
- Select one or more companies by checking the boxes next to their names.
- Click Export in the action bar.
- Wait for the progress window to complete, then download the CSV file.
Export All Companies
- Go to Contacts → Companies.
- Click the three-dot menu (⋮) in the top-right corner and select Export.
- Wait for the progress window to finish, then download the generated CSV file.
Frequently Asked Questions
Can I export only certain companies?
Yes. Use the checkboxes to select specific companies, then choose the export option from the action bar.
Are custom fields included in the export?
Yes. All custom fields associated with your company records are included as columns in the CSV file.
What file format is used for the export?
The export is provided as a CSV file.
Why can't a team member see the export option?
User permissions may restrict export capabilities. Check their role settings to ensure they have access to company data exports.