Exporting Records

You can export SuiteCRM records in .csv format. When you exports records from the CRM, you will be provided with the .csv file to download when the export has finished executing. You can save and open this file in applications such as Libre Office Calc or Microsoft Office Excel.
The .csv file displays in a tabular format with columns and rows. When data is exported from the CRM, the record ID is included with all other fields that are specified in the export list for that module. You can then use the record ID as a reference for performing a ‘Create new records and update existing records’ import.
Note: When exporting values from drop-down lists, SuiteCRM exports the ID associated with each option and not the display labels. For example, if a drop down list has options labelled High, Medium and Low with an ID of 1, 2 and 3 – the .csv file will show the drop down options as 1, 2 or 3.

Steps to Export Records

1. Select the records from the List View on the module’s home page.
2. Select Export from the Actions drop-down menu in the List View.
3. To export all records listed on the page, click Select located above the item list and select one of the following options:
4. This Page. To export all the records listed on the page, select this option.
5. All Records. To export all records on the list (if it is more than a page long), select this option.
6. This displays an Opening.csv dialog box.
7. Select Open to open the export file in .csv format or select Save to Disk to save the .csv file to your local machine.
8. Click OK to execute the operation. If you chose to open the file, the csv file opens in Microsoft Excel.
9. The file contains all the fields in the module from which you are exporting the data.