Data Export — CSV & XLSX Downloads

Overview

KeenCRM lets you export data from various modules as CSV or XLSX (Excel) files for reporting, analysis, or backup.

How to Export

1. Navigate to any module (Contacts, Companies, Deals, Commissions, etc.)
2. Click the Export button (↓ icon) in the toolbar
3. Choose your format: CSV or XLSX
4. The file downloads to your browser automatically

Available Exports

You can export data from:

• Contacts: All contact records with their details and custom fields
• Companies: Company records with associated data
• Deals/Pipeline: Deal records with values, stages, and owners
• Leads: Lead records with status and conversion data
• Commissions: Commission records with amounts, statuses, and dates
• Invoices: Invoice records with line items and payment status
• Orders: Order records with fulfillment status
• Activities: Activity logs

What's Included

Exports include:

• All standard fields for the entity type
• Custom field values
• Related entity names (e.g., contact name on a deal)
• Status and date information
• Currency-formatted values

Tips

• Use XLSX format if you plan to work in Excel — it preserves formatting better
• CSV is universal and works with any spreadsheet application
• Large exports may take a few seconds to generate