Export¶
EspoCRM has the ability to export records to XLSX (Excel) and CSV formats.
How to export¶
Step 1¶
On the list view make a search with needed filters and then click Select All Results (from the dropdown, see the screenshot below).
Step 2¶
Click the Actions dropdown, then click Export.
Step 3¶
The modal window will show up where you can specify export parameters.
You can select specific fields to be exported or check to export all available fields.
Step 4¶
After clicking Export button the export file will be downloaded.
Access control¶
Administrator can disable export function for all non-admin users at Administration > Settings > Disable Export.
Also it's possible to control an access to export function via ACL Roles with Export Permission parameter.
CSV delimiter¶
Users can specify the delimiter for CSV export at Preferences.
The default delimiter for the system can be changed manually in data/config.php, parameter exportDelimiter.