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?
Can I export records as an Excel file?
How do I export users to my local computer?
How can I export all contacts from a list?
What are Google Sheets?
What are the benefits of Export to Google Sheets feature?
What are the prerequisites to export data to Google Sheets?
How to export CRM records to Google Sheets?
Can I export or import Whitelist domains from the Add-on publisher?
Is printing a list of contacts or clients from a particular location possible?
Can I export large number of records from Vtiger CRM?
What is Export to Google Sheets feature in Vtiger CRM?
What are the limitations in exporting data to Google Sheets?
How do I install Google Spreadsheets?

How do I export CRM List View records to Google Spreadsheets?

 

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