Create a data export

Managers or users with specific access are able to export data from your CDS database as required.


Step 1. Log into your CRM database (refer to Logging On for further information).


Step 2. Go to the list view of the required module e.g. Contacts



Step 3.  Perform a search if required to limit the number of records.


Step 4. Click the Select dropdown

Select items


Step 5.  To export all records, select the All Records option.

All records are selected.

Selected records


Step 6.  Click the Export button

A csv file is downloaded to your computer which contains all the data in the selected module.

CSV File example


If you require exports from a sub-module (e.g. Contact Person) you will need to repeat the process at the sub-panel level.


Step 7.  Select a module record (e.g. Contact)

Selected contact


Step 8. Scroll to the required sub-module (e.g. Contact Person)

The list of items for the selected record is displayed.

Contact person


Step 9. Click List next to the Sub-Panel title

The full list of items is returned.

Contact Person List


Repeat steps 3-6 to export the sub-panel records.


Further information

For further information, refer to the following articles:

Updated on May 16, 2018

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