Data Exporting

What is the difference between exporting or printing contacts options?
1. Admin Users or Key Account Holders have the ability to print a list of contacts from the Contacts screen and export out contacts into a .CSV Excel file. ...
Tue, 1 Dec, 2020 at 3:39 AM
If I export data does it remove the contacts completely from my CRM account?
No, exporting data is just taking a copy of the contacts database so your contacts are not removed they will still be in the system.
Tue, 1 Dec, 2020 at 3:39 AM
Can I export out contacts by postcode?
Yes this is possible - contact our support team for a quote to set this up in your account.t Please note at present if you search for contacts by postco...
Tue, 1 Dec, 2020 at 3:39 AM
Exported contacts data was updated and information that was incorrect was deleted, however when re-imported into the CRM the data deleted in the Excel file is still shown against the contacts, why?
This is because the information inside the spreadsheet was not over-written with new data - instead if was deleted.  So when re-imported into the system it ...
Tue, 1 Dec, 2020 at 3:40 AM
Can I export out contact(s) data history from the beginning as a one-off?
We can pull the data out simply in an XML format that can be opened in Excel.  There will be a cost to do this (depending on how many contacts).   This ...
Tue, 1 Dec, 2020 at 3:40 AM
What happens if I cancel my CRM account can I export out my data?
Yes you can export out your whole contacts database if you decide to cancel.  Please follow the steps below to do the export: 1. To export data click on...
Tue, 1 Dec, 2020 at 3:41 AM
What is the procedure to export out ALL data?
If you decide to cancel your CRM account and wish to export out the data you can do this via csv format.   Please note: this will only export out contac...
Tue, 1 Dec, 2020 at 3:42 AM
If a CRM user has a tag restriction can they export out only that tag group by default?
Yes.  If there is a tag restriction applied to a CRM user, so for instance that they can only see contacts tagged with their tag name, i.e. 'sam' th...
Thu, 13 May, 2021 at 9:34 PM