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Version: 2026.4.0

Exporting Data

Export templates are used to export CSV files.

Any 1 Contexts with all 2 their fields can be exported.

note

📖 → Information on the topics "Exporting Data" and "Creating Export Templates" can be found in the PDF CSV Export.

Footnotes​

  1. In the xRM, export templates can be created for the Contexts Company, Contact, Activity, Opportunity, Offer, Campaign, Campaign Stage, Event Date, Project Ticket, and Bulk Mail.
    In the ExportTemplate_Lib, the selection of Contexts can be extended through customizing. ↩

  2. In the ExportTemplate_Lib, individual EntityFields (e.g., IDs) can be excluded. ↩