Exporting partner records to Excel

You can export partner records from all list pages to Excel. You can export a maximum of ten thousand records only. You can use the search, filters, or favorites to reduce the number of records that are displayed in the grid.

Application performance should not be affected while waiting for the Excel file to be generated, as the processing is handled in the background through a dedicated service.

Select Basics > Partners.
To export all records that are in the grid, right-click on the grid and select Export to Excel > All to export all records in the grid.
To export selected records, select records to export, then right-click and select Export to Excel > Selected.
If you chose to export all records, a background task is created. Click Task Monitor to view the status of the task.
Once the export task is completed, the Excel file is automatically downloaded.