Export data from Cirrus 2

With the Export Add-On, you can make custom exports from all lists in cirrus 2!

CustomerSuccessTeam avatar
Written by CustomerSuccessTeam
Updated over a week ago

Start by going to a list in Cirrus 2. In this example we will be exporting Activities.

All lists now have this icon visible in the top right corner, next to the funnel icon.

To begin the export, filter by the parameters you want exported and then click on the export icon.

Now you can choose which fields to export. Tick or untick the boxes of the data you would like to be included in the result. You can also choose whether to export the full search result or only the selected data.

When you are happy with your selection click 'Export' and a file will be created that you can download.

Tip!πŸ“Œ By selecting the History tab, you see an overview of historic exports. By clicking on them you see who generated the export, how many rows were exported and the file name. You can also download them. In the settings for Export you add which email is the default for export receipts. This ensures full security and control over how your data is managed.

As usual, you decide which of your users have access to the export feature in Settings -> Users -> Roles. 😊

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