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.

  1. Navigate the assets you want to export, e.g., to Contacts.
  2. 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.
  3. Select Export on top.
  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.

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.