Admin Tip
Want to be on the safe side and backup your CRM data with important information on your customers, opportunities, tasks, cases as well as contact history? Export all data into CSV files and download in a ZIP archive with just one mouse click! See further instructions below.
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Bare Bones Instructions
To export your CRM data, please follow the easy steps below:
- Enter your TeamLab portal using your login details.
- Click the CRM link in the middle of the page or at the very top.
- Switch to the Settings tab and you will see the common CRM settings.
- Click the Download all data in one ZIP archive button within the 'Export of All Data' section.
You will have to wait several minutes depending on the amount of your data till a ZIP archive is generated. After that you will receive an email notification containing a link for you to download the created ZIP archive.
Helpful Hints
What will I find in the generated ZIP archive?
During the export operation, the CRM data are transferred into CSV files. The data from each section (e.g. opportunities, contacts, tasks, etc.) are saved to a separate CSV file.
After that all the created CSV files are packed into a ZIP archive to compress them. After downloading and unpacking the archive using unzip software, you'll get five CSV files - cases.csv, tasks.csv, deals.csv, history.csv, contacts.csv.
What is the CSV format?
CSV (comma-separated values) represents a simple file format that is widely supported by various applications, e.g. text editors. Such files store tabular data in the plain-text form.
The CSV format is frequently used to transfer information from a database program to a spreadsheet. Despite the format name, not only the comma can separate fields in such a file, other delimiters can also be used for this purpose.