where can I find export tools?

Question

I would like to import some CSV data to CRM application. There is a suggestion

"Select the .CSV [1] file to import. If you need a sample importable file, you can use the export tool to generate one."

but I don't find any export tool ? Where should I look at?

[1] http://en.wikipedia.org/wiki/Comma-separated_values

Zura Tsiklauri · Accepted Answer

You should Create one document at least. After that go to the list view, check this file with checkbox, then the "more" button appears. Click on Export and you can choose the fields to export. Choose all fields and you can see how your import file should look like.

Nehal · Answer

Hi,

You can find the link for export data under More menu. You should select record/record(s) first, then More menu will be available to you. See the screenshot @ http://awesomescreenshot.com/02730hg7ad

Hope this may help you.

Post Terkait	Replies	Tampilan
Custom field-export crm export custom-field	2 Feb 25	1104
how to set value in "action" column of "crm.opportunity2phonecall" object crm python export	0 Mar 15	3673
Import/Export custom fields CRM crm export import customfield	2 Mei 24	2799
exporteren export	1 Jul 25	1513
CRM - Create autoresponse if new lead was created via Mail crm	2 Mei 25	1236

Pertanyaan ini telah diberikan tanda

Menikmati diskusi? Jangan hanya membaca, ikuti!