Exporting data
Inperium enables you to export your most valueble business assets: companies, contacts, and deals. For example, if you want to keep a backup and use your sales data outside Inperium.
- Navigate the assets you want to export, e.g., to Contacts.
- Check the filter that is active now. You can control what records to export, all or just a few. For example, to export all records, select All contacts view.
- Select Export on top.
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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.
The export will take a while to complete. You will receive an email with a download link.
Information about attachments, deals, and quotes can’t be exported. Activity (tasks, emails, calls, etc.) aren’t exported either.