How to Export Customers to an Excel Table

Exporting customers allows you to save all your client data into a file. Here’s how you can do it.

Written by Владислав Пономарь

Updated 4 days ago

If you need to perform additional tasks — for example, export a specific customer segment — the export feature in KeyCRM will come in handy.

Note: If the file isn’t downloading, first check if your browser has granted permission for the site to download files automatically (check your browser settings).

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:

Check individual customers manually;
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:

Full name;
First three phone numbers;
First three email addresses;
Additional custom fields.

Note: If the selected list is short, the file will download immediately to your computer. If there are many customers, the export will run in the background and a download link will be sent to your email.

Tags: export, download, export customers, export to Excel, customer table, download client list, export file, customer data, exporting contacts

Did this answer your question?