Inperium enables you to export companies, contacts, and deals. For example, if you want to keep a backup and just want to use your sales data outside Inperium.
- Navigate the objects you want to export, e.g., to Contacts.
- Check what filter is active now. You can control what records to export, all or just a few. For example, to export all records, select All contacts filter.
- Click … next to a filter name and select Export.
Choose export options:
- File format. Choose one of the following: CSV, XLS, XLSX, or PDF.
- Properties. Choose Include all properties to export records with all their properties including those that are only visible on individual cards. Choose Include all displayed properties to export a list as it’s shown on the screen.