If you need to perform additional tasks — for example, export a specific customer segment — the export feature in keyCRM will come in handy.
How to Export Customers
Go to Sales → Customers.
You can apply filters to find customers that meet certain criteria.
Export is done for the selected customers in the list, and you can mark them in several ways:
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Check individual customers manually;
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Use the options on the left above the list: Select all on the page or Select all in a list to bulk select customers.
Once you’ve selected the needed entries, a button will appear — Selected: xxx. Click on it, then hover over Export to file. Choose the desired file format for your export.
Only the following fields are currently being uploaded to the file:
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Full name;
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First three phone numbers;
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First three email addresses;
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Additional custom fields.
