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Export Client

on 9/29/14, 12:14 PM 2,794 views



I need to export my list of client to create a CSV for complete it with my other client from another CRM

How can i do ?

Thx for reply


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On 9/29/14, 2:21 PM

Hello seabstien,

Perform following steps to export client into CSV file :

    - Just open the Client list and select all clients.

    - Now click on "More", shown above the list of Client.

    - Click on "Export".

    - Now you will see a nice window from which you will able to export client list.

Tell me if you have any doubts.

On 9/30/14, 6:09 AM

Thx for feedback, i'ts work perfectly,

I'm trying to import my clients DB from Microsoft CRM 2013 dynamics ....

Do you have any constraints ?



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Asked: 9/29/14, 12:14 PM
Seen: 2794 times
Last updated: 5/17/17, 10:23 AM