download Companies into spreadsheet

  • 22 February 2022
  • 1 reply

Userlevel 1

How do I download Companies list into a spreadsheet?

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1 reply

Userlevel 3

Hello @brianhaenni,

You can export all Company records by navigating in the web app to:

  1. Settings
  2. Manage Your Data
  3. Export Data
  4. Export Companies

When you click “Export Companies” it will begin the process and once the system has finished the export it will email you an Excel file. The email will look like this:

Please let me know if you run into any issues or need any further details.

Thank you,

Natalie Stambro