Are you to export data from webCRM? Then you need to make an export from an Overview. In the below example we are doing an export of Organisations of the Type "Customer".
Go to the settings icon in the upper right corner and go to Utilities.
2. Press the blue "+" icon in the right side, to create an overview for this purpose.
3. Give the Overview a name, and choose the datatype Organisations. If it's contactpersons you wish to export, the datatype has to be Contactpersons.
4. After creating the Overview you can set up your filtering. If it's all Organisations in webCRM you wish to export, you don't have to set up any filters. In this example we only need the Organisations of the type Customer. Therefore in the datafield we need to choose the Type --> "Equal =" --> Customer.
5. Click on the blue Save button in the right side of the picture, and click hereafter on the white Report button to show the results of your report.
6. When you get the report shown, click on "Actions" to the right, and choose "Export".
7. You will now see a pop-up window where you can choose what to export and to what filetype. Furthermore you can choose if you want to keep the sorting in the exported file.
If you wish to export other entitites from webCRM, the same process can be done, by changing the type of the Overview to for example Orders or Activities.