Important

You are browsing the documentation for version 3.1 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.0 (the latest LTS version) of the Oro documentation to get the updated information.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Available in OroCRM

Export Accounts

To export account details in a .csv file:

  1. Navigate to Customers > Accounts in the main menu.

  2. To export information on all accounts, click Export on the top right.

  3. Once export is complete, you will receive an email to download the .csv file.

    Example of exported accounts

Note

Keep in mind that by clicking Export you download all account records regardless of the filters applied to the grid. To export only the list of filtered records, use the Export Grid functionality.

Highlight the export grid button