Exporting people

It's possible to export your people via YoungCRM. This can be done in various ways. You can export people in an Excel file, as zip archives or you can send zip files to an email.

To export one or more persons in YoungCRM, highlight them and click the [...] in the bottom. Then you have three options to choose from:

Export Excel file

If you choose to export as an Excel file, the export will start automatically which will be displayed by a pop-up window in the bottom right corner. When the export is finished, another pop-up window will show and you'll receive an email with the Excel file.

You have to options when you export your data. One includes all data and another one gives you the opportunity to segment and extract exactly and only the data you want.

Exporting all data on people 

If you wish to export all data, you just have to mark the people and here make sure to click "include all data about the person". This ensures that the export will extract alle datafields in the account. If any of the people have not filled out a datafield, the field will simply stay empty. 

Exporting segmented dataview 

If you wish to have a very specific extract of data, you simply have to filter the wanted data and also choose which field to be shown. This means that you via "Filter" and "Fields" in the right side right above the people will make an view wherefrom you will extract data. When you start the download, make sure to remove the check in "include all data about the person".

Export as zip archive

The export will start automatically if you choose to export as a zip archive which will be displayed by a pop-up window in the bottom right corner. When the export is finished, another pop-up window will show and you'll receive an email containing a zip archive where each person has its own folder.

Send as zip file

The third option is sending as a zip file. You should simply state which email the zip file should be sent to and then add a message to the receiver.

NOTE: The Excel file will contain links to files a person might have uploaded to YoungCRM. Therefore, it's important that you are signed in to YoungCRM when you click the link.

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