Setup, access and export workflow
Export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.
How-to guide
Understand CSV Export Manager
Use an administrator-only utility that streams selected CRM data directly as CSV.
Open guide →How-to guideInstall and activate CSV Export Manager
Activate version 1.0.0 and expose the Utilities child menu to administrators.
Open guide →How-to guideOpen CSV Export Manager
Open the export form and select a supported feature and period.
Open guide →How-to guideGenerate a CSV export
Select type, date period and any custom dates, then submit the export form.
Open guide →