In Crelate, you'll have the ability to export Contact, Company or Opportunity data up to 15,000 records. If you're looking for an Entire Database Backup, check out the article for more information.

  • In your Contacts view, select the Export button (Pictured) in the top right hand corner of the screen.

There is a limit of 15,000 records that can be exported at one time from the Contacts tab. You may export up to 10,000 from the Search option in Crelate.

1. Current View - This will export only whats in the current view. Helpful if you're exporting a list or returned search.

2. All Records, All Columns - This will export all of the records in the list, and all of the columns associated with the contact card.

3. Selected Records, All Columns - This will export only the contacts you have selected, and all of the columns associated with their contact card.

4. Selected Records, Current View - This will export only the contacts you have selected, and the columns that are currently on your view.

5. Break out address fields into separate columns - This will make separate columns for City, State, Zip Code, etc... in your export.

6. Include a link URL with each record - This will include a column in your export that has a link to the contact card in Crelate.

7. Start Export: Begin your export

What's Next?

Need a full database export? Or, looking for other areas to export? Check out our content below!

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