Important

You are browsing upcoming documentation for version 5.1 of OroCommerce, OroCRM, and OroPlatform, scheduled for release in March 2023. Read version 5.0 (the latest LTS version) of the Oro documentation to get up-to-date 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 the 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