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Export contacts, accounts or deals to csv in FreshCRM

  • 6 February 2021
  • 12 replies
  • 3683 views
stevemc
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Userlevel 3
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I’m just learning FreshCRM and surprised there is no obvious way to export contacts, accounts or deals to a CSV file.  I expected an option in the contacts, accounts or deals list view to export but its not there.  I looked at Analytics but can’t seem to add columns to the table output.  

 

The reporting tool in analytics looks like its not extensible.

 

Is there any way for a sales manager to export a list of contacts, accounts, or deals.  Need to be able to filter to various lists and customize columns for the output.

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Best answer by Aishwarya Parthasarathi 9 February 2021, 06:12

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12 replies

Aishwarya Parthasarathi
Userlevel 4
Badge +8

Hello, 

Greetings from Freshworks CRM support. 

In order to export a list of Contacts/Accounts/Deals, you would have to create a report by applying the respective filters if any. Once the report is ready, click on the “Save” button on the top left corner and save the report. 

 

Once the report is saved, you can click on the export icon on the top right and the link to download the report will be sent as an email to your registered email address. 

stevemc
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Userlevel 3
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The above answer did help me arrive at a solution but I found it was missing some steps as described below to get to that point.

  1. Go to Analytics.  Click “New Report”.  Give report a name
  2. Drag in a Charge under the “New” tab on right panel
  3. Click pencil icon on the newly created chart and Save.
  4. Give name and pick the module you want to export (i.e. Deals) and submit
  5. Click Add metric and leave “Deals” “Total” selected as shown below.  Add filters or group by as needed.

     

  6. Click Apply and then go to “Underlying Data” in 2nd page of report to see the tabular data and edit columns using the gear icon at top right.

 

@Aishwarya Parthasarathi , I have one doubt.  My view does not look like yours.  I see “Number” at top (not “Tabular”) and I get the summary page.  What are the steps needed to get something more like your view?  I have tried many variations.  Is there a guide that clearly describes all the capabilities of the Analytics tab?  I can’t seem to find help articles that discuss creating tabular output.

 

Aishwarya Parthasarathi
Userlevel 4
Badge +8

Hello, 

In order to view the tabular data, you can click on the “Number” drop-down on the top to choose the format as “tabular” form. 

 

This will show the tabular form as shown in my previous response. I hope this helps. 

stevemc
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Userlevel 3
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I do not have such an option on my report.

 

Oindrila
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I do not have such an option on my report.

 

I’m facing the exact same problem. I followed through the process, but now I can’t see a tabular view. Is there any alternative? What is the simple and easy way to export contacts?

Srini :-)
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Userlevel 2
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@Oindrila 

You can click on “Underlying data” on the bottom of the report to view the information in Tabular Format.
 


 



I hope this helps.

SamBeg
Rank

Hello,

 

I’m new on Freshworks. I don’t have such interface.

I don’t know how to export my account, contacts, ….

 

 

Aishwarya Parthasarathi
Userlevel 4
Badge +8

Hello, 

Greetings from the Freshworks Community! 

To export your contacts, accounts, deals, you can create a analytics report and export the same. To create a report, navigate to the analytics section > click on the “Create report” option > choose the module > apply the relevant filters to segregate the required records alone. 

Kindly refer to this article on how to create a report - https://crmsupport.freshworks.com/en/support/solutions/articles/50000003034-introduction-to-analytics 

You can find the export option as shown in the screenshot below, 

I hope this helps. 

Please do have the same checked and let me know in case of any further queries, I’ll be happy to help out. 

Have a great day!

K.Bing
Rank

I am trying to do this with my contacts but I don’t see a First Name or Last Name field. Where can I find them?

WilliamKork
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Export contacts in FreshCRM can be achieved by following the steps: Admin Settings → ‘Account Settings’ section at the bottom of the page → Account → Click on the "Export Data" button in the right corner. Eventually, a zip file for all modules will be generated in CRM & the related records. Please keep in mind that bulk export can be done only once in 24 hours. By the way, you can extract email addresses from linkedin straight to your CRM. Also, a great option to enrich the database with potential clients.

 

stevemc
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Userlevel 3
Badge +6

Generating analytics report is tooooo cumbersome just to export some records.  Especially when its so easy to build the filter to define the set of records of interest in the contacts, accounts and deals view.

Segments offers a somewhat easier way but still too cumbersome.

@freshworks, this is a common user need.  Why not just add an export button on the view page for contacts, accounts and deals.  It seems like a no brainer feature add!! 

Outlands
Rank

Kinda annoying this has been marked solved. Support did not offer a solution here. I’m shocked there isn’t a way just to export filtered data. 

I also need to export a filtered list of my deals to a CSV. I need ALL of the data, not just the 10 columns Freshsales chooses to export. And even if it did export all of the data, yes, it’s still too cumbersome. I use two other CRMs that allow me to filter a list down however I want then export any combination of data that I want. 

There needs to be an export button. 

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