How do I export CRM List View records to Google Spreadsheets?
Follow these steps to export CRM list View records to Google Spreadsheets:
- Log in to the CRM.
- Go to a module whose records you want to export. The List View opens.
- Select a record by clicking the checkbox that appears when you hover the mouse over a record. The Actions bar opens.
- Click More.
- Select Export to Google Spreadsheet. The Export to Google Spreadsheet window opens.
- Enter or select the following information in export options:
- Export records on the current page - Exports all the records available on the current page to a spreadsheet.
- Export all data (maximum 1000 records) - Exports 1000 records available for the module to a spreadsheet.
- Enter or select one of the following export options:
- Create sheet and add data - Click to create a new spreadsheet and add data to it. The Spreadsheet Name field pops up.
- Spreadsheet Name - Enter a name for the spreadsheet.
- Add Data to Existing Spreadsheet - Click to add data to an existing spreadsheet. The select an Option dropdown pops up.
- Select an Option - Select a spreadsheet to which you want to add data.
- Click Export. The success message is displayed.