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Export data to Excel

As well as being able to import data into CRM, you can also quickly export data from CRM into an Excel Spreadsheet.

To do so, click on the Excel icon in the top right corner of CRM.

Excel button

Then select the Export To Excel option. Your download will commence automatically (if it doesn’t your browser may be blocking the download).

Exporting to Excel

Choose what to export

The columns and records you have in the current view are what will be exported. For example, in my current view in companies I have 5 columns and 75 records.

When I click the export button, the same 5 columns and 75 records are exported to Excel.

Note that you do not need to select records either individually or in-bulk to export them; everything in the current view will be exported.

If you want to refine the data you are exporting:

  • Use the column chooser to add more columns to your view.
  • Create or apply a Layout to show specific columns quickly.
  • Use searches or Filters to show only specific records.

Reimport data to update records in bulk

If you want to update record values in bulk, you can export the data to Excel and then reimport it into CRM. We have a guide on how to import your data here.

Note that for small batches of data you can use the bulk update tool.


If you can’t see the Excel button it could be because:

  • You do not have export permission – please contact your system administrator.
  • Export is not available in that area of CRM.

If your download doesn’t automatically start, it could be because your browser is blocking it.

In some instances only the ‘top-level’ of data can be exported. For example:

  • If I wanted to export a list of Sales Orders, I could export all the details about the quotes, but this would not include the items listed on the quote or any associated records like Activities, shipments or returns. 
  • If I exported a list of Opportunities, I could export the core details, but this would not include associated records like Quotes, Sales Orders, Invoices, Payments, Products, Activities etc. 
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