FAQs in this section
What is exporting in Vtiger CRM?
How can I export records in CSV format?
How can I export records in PDF format?
What is the difference between exporting and printing?
How can I export all contacts from a list?

Can I export records as an Excel file?

No, you cannot export records as an Excel file. But you can export them in .csv format.

Follow these steps to export records in .csv format:
  1. Click the Menu icon.
  2. Select the module whose records you want to export. You will land on the module's List View.
  3. Click the radio button beside the left-most column name. This selects all records in the module.
  4. Click the Export icon from the toolbar on top of the column names.
  5. Select one of the following options:
    • Export selected records
    • Export data in the current page
    • Export all data
  6. Click Export.
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