Exporting partner records to Excel

You can export partner records from all list pages to Excel. You can export a maximum of 10,000 records. 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. The processing is handled in the background through a dedicated service.

  1. From the menu, select Basics > Partners.
  2. Select the record to export. You can also click Multi-Select to select multiple partner records.
  3. Right-click the partner record, then select Export to Excel > Selected.
  4. Optionally, right-click a partner record, then select Export to Excel > All to export all partner records in the grid.
    See Export to Excel.
  5. Optionally, click Task Monitor to check the progress of the export process.
    After the export task is completed, the Excel file is automatically downloaded.