User Tools

Site Tools



Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company


Export Data

User can export data into csv file format. Modules that can be exported into csv file format are -

  • Leads
  • Quotes
  • Orders
  • Invoice
  • Products
  • Users

Select one of the modules and click “Export” button to export data from selected module to csv format.

 Settings -> Export Data -> Export 

export_data.txt · Last modified: 2019/02/28 13:20 (external edit)