You can export your customers data from Atlas CRM. The export contains all information that is filled out in the template of the companies or contacts. An example of what this data could look like:
You have the option to export all companies / contacts, or you can choose to export a selection. Companies and contacts are exported separately, each in their own file. Linked companies or contacts are added by their ID, so you can link them together in software such as Microsoft Excel.
To export all companies or all contacts:
Navigate to the companies or contacts overview.
Click on the ... button at the top of the page on the right side.
You will find export options in the menu.
Your download will start automatically.
Here are a couple of examples on how to import this data in popular apps.
To import your data into Microsoft Excel:
Click on File and then Open
Select your file
Microsoft Excel will now automatically open the data.
If the data does not look like it should, you can use the import wizard. To use the import, change the file name extension from .csv to .txt before you open it.
Open a new spreadsheet
Click on File and then Import
Click on Import and select your file
For Separator character choose Comma