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How to Export your Contacts and Opportunities in .xls format from Apptivo?
Updated on May 12, 2019 11:55PM by Admin
The Export feature in the Apptivo Contacts and Opportunities App now supports XLS format. All Apptivo users can now easily download/backup their data in a spreadsheet.
Apptivo provides all its users with the following options to Export their data:
- Current View - This exports the fields in the current view alone.
- All Fields - This exports all the fields configured in the App.
For instance: Consider an admin, who would like to export all of the contact details for his official purpose. Let’s quickly see the steps to export the Contacts.
Steps to Export Contacts
- Log in and access Contacts App from your universal navigation menu bar.
- Click on "Show All” from the "Lists" drop-down in the left navigation panel.
- In the Show All page, bulk select the contacts you would like to export.
- Click on Bulk Actions -> Export -> .xls -> Current View to export the contacts with current viewing fields.
- You can view the result as shown in the image below:
- If you want to export the contacts with all fields, click on Bulk Actions -> Export -> .xls -> All fields.
- You can view the result as shown in the image below:
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