Automation

Export to CSV

Export data from Kommo to CSV format for analysis and reporting

Features

Export of transactions, contacts, companies
Selecting fields to export
Data filtering
Export templates
Automatic export

Installation and setup guide

Detailed guide for working with widget "Export to CSV"

CONTENTS

  1. Widget setup

Widget setup

In the settings you can select users who can export data; by default, everyone can do this

To export your deals, all you need to do is go to the deal funnel you are interested in.

After you have moved to the desired funnel, you must click on ... (three dots) and click on the "Export .csv" button
Important. The "Export .csv" button is only available when the funnel is displayed in the List format

Configure the table fields as you need and when uploading CSV, the selected fields will be inserted into the table automatically