All Collections
Customer Relationship Management (CRM)
How to Export Data Spreadsheets From Your System (for CRM)
How to Export Data Spreadsheets From Your System (for CRM)
Easily download contact, inventory, task, or deal-related data in spreadsheet form directly from your system in just a few steps.
Updated over a week ago

We’ll begin this tutorial from wherever in your dealer system where you would like to export information—whether that is a Deals panel, Inventory, CRM, or elsewhere.

Heads up, to avoid confusion:

For the example of this tutorial, we will be accessing the Deals Panel. That being said, this also works with any data sets within your system—from Inventory, Work Orders, Lead Activity, Tasks, Contacts, Prospects, etc.

1. Before you can begin exporting data, make sure that the panel is set to "List view," which can be done by selecting the List view button.

2. Then select the "Actions" button.

3. From the Actions button drop-down, select "Export." And that should download the specified panel of information via your web browser.

4. After selecting the "Export" button, you should find the exported data as a ".xlsx" spreadsheet file in your designated downloads folder.


And it's just that simple!

If you have any questions about the features in this video, feel free to consult our expansive Help Center. You can also reach out to us using the chat box dialog in the lower right corner or our Contact page.

Did this answer your question?