Automation

Export to CSV

Export data from Kommo to CSV format for analysis and reporting

Features

Export of leads, 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 choose which users can export data. By default, everyone can do this.

To export leads or contacts, go to the required list.

Then click ... (three dots) and select the "Export .csv" button.
Important. The "Export .csv" button is available only in the "List" view.

Configure the table fields as needed, and when exporting to CSV, the selected fields will be included in the file automatically.