Export Data to CSV/Excel with Selectable Fields in ATZ CRM

Created by shubham Kumar, Modified on Wed, 18 Jun at 9:14 PM by Armaan Malik

ATZ CRM offers the ability to export data to CSV or Excel, allowing users to customize their exports by selecting specific fields. This ensures flexibility and relevance in data analysis and reporting.

Steps to Export Data:

Step 1: Select the data or fields you want to export in ATZ CRM

Step 2: Initiate Export

Click on the export option on the top

Step 3: Confirm Columns

1. Clicking on Yes: It will export all the columns of the Entity ( Standard + Custom ) in the sheet.

2. Clicking on No: It will export only the visible Entity columns in the Table.

Step 4: Download Files

Your data will be downloaded in excel and csv format

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