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Export Client management system Data
To export data from the modules (through Data Administration Tools) Click Setup > Data Administration > Export. In the Export Data page, select the module from which you want to export data from the Select Module list. Click Export. The records will ...
How can I export data from CRM?
You can export data individually from the modules and also from the reports. While exporting a report, you can get maximum of 20000 records in bulk. Note: Let's say a user has 100000 records. Each page displays 2000 records. When he exports data, he ...
How to export campaigns data to the external sources?
To Export the Campaigns data, please follow the steps below. Click Setup > Data Administration > Export Data. Select the Campaigns module and click Export.If you need only the mailing list of a Campaign, please create a Report following the steps ...
Import Data
To import data Click the [Module] tab. Module refers to the tabs like Leads, Clients, Accounts, etc. In the [Module] Home page, click Import [ Module ]. In the Import [Module] page do the following: Choose Import My [Records] or Import My ...
Import Data
Use the Import My [Records] feature to import the records owned by (assigned to) you. By default, the records' ownership is automatically assigned to the user who imports the records. Use Import My Organization [Module] feature to import all the ...