Exporting data

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.

  1. Navigate the objects you want to export, e.g., to Contacts.
  2. 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.
  3. Click next to a filter name and select Export.
  4. 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.
Information about attachments, deals, and quotes can’t be exported. Activity (tasks, emails, calls, etc.) aren’t exported either.