People (CRM)

How to Perform an Export from People (CRM)

This support article will show you how to perform an export from People (CRM).

To begin, go to People CRM >> View Everyone

 

If you want to export a specific group of users, click on Search/Filter >> select the all the fields that apply to the users you want to export >> click Run Filter

 

Next, select Batch Tools >> Export.

 

From here, you can choose to export the Current User Filter (1), or All Users (2). You also have the option to select addtional options from User Fields (3), Additional User Fields (4), and Custom User Fields (if applicable). 

 

 

When you've made your selections from above, click Run export to complete the process. You'll then have the option to download your export


Category > Section:Business Management >People (CRM)