Exporting Data

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Exporting CRM Data

The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s).

In addition to the advanced export to Excel options, the Krypton Power CRM offers the ability to export data to MS Excel Online directly from a CRM View. Users can click on the 'Export to Excel' button and the downloaded file becomes available on your desktop. No more popup windows asking you to select the file format!

The default portal data export and data import format is now .xlsx. The exported file is automatically converted to an Excel table which can be open and modified by any software supporting Excel files.

Data can be exported within specific files such as; date, status, introducer or partner leads.

This is a fantastic enhancement that is included in the Krypton Power CRM designed to help businesses minimise administration costs and will save time for portal users working with data on a daily basis.

Call to Action - For more information about data and exporting using the Krypton Power CRM, get in touch with us today

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