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- Getting Started
- Pinning Activities
- Bulk update
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
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.
Troubleshooting
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.