Export data to Excel

In some cases, it may be necessary to use data from the Organization in Excel format. To do this, you can use the ‘Export’ function.

1. In the Organization tree, go to the location where you want to do the export.
2. In the toolbar, click on ‘Export’.
3. You will now see a new screen. Several object types that can be exported are displayed in the toolbar. Click on the object type of which you want to make an export (e.g. Person).
4. Choose the format in which you want to export the data. The available options are:
   • XLSX
   • XLS
   • ODS
   • CSV
   • Jpeg (to export photos)
5. Select an export set if relevant.
6. You can also export parent objects (companies). This is especially useful when exporting contact persons of companies.
7. You can also export underlying objects. This is especially useful when exporting companies with underlying persons.
8. Click ‘Export’.

The file will now be exported to you local computer.