The “Export” button is in the “Contacts”, “Orders” and “Inquiries” lists. It downloads the whole list of the current filters, search and sort — every page, not only the one you see.
Who can export
The owner and admins — always. A manager — only when “Can export data” is switched on for them in “Members” (see Members and roles). A viewer — never. Without the right there is no button.
How to export
- Set the filters and the search in the list.
- Click “Export”. The window shows “Rows to export”.
- Choose the “Format” and click “Download”.
One export takes at most 50,000 rows — if there are more, narrow the filters.
Formats
- Excel (XLSX) — the default. Opens as is in Excel, Google Sheets and Numbers; amounts are numbers.
- CSV (UTF-8) — a plain text file for other programs. Fields are separated by “;” for the Russian and Armenian interface (as Excel expects there) and by “,” for English.
Column headers and values (statuses, outcomes) are in your language; dates and times are in the account's time zone.
What goes into the file
- Customers: name, phone, email, country and its code, project, language of communication, “Do not contact”, orders, repeat, first seen, last contact, notes.
- Orders: number, date, customer, phone, project, recipient, occasion, status, amount and currency, payment method, delivery (date, time, city, address), items, card text, notes.
- Inquiries: date, customer, phone, project, what they wanted, answered, outcome, why lost, wanted delivery, city, address, notes.
- Plus the active custom fields.
The log and safety
Every export is recorded in the audit log: who, what, which format, how many rows and which filters were on (without the search values). The file is not stored on the server — it goes straight to you. Remember that it contains customers' personal data: do not pass it on without need.