CSV and Excel Export from IZI CRM
CSV and Excel Export from IZI CRM
Section titled “CSV and Excel Export from IZI CRM”Export lets you download any CRM table as a file for further work: accounting, pivot tables, external analytics, investor reports.
What It Is and Why It Matters
Section titled “What It Is and Why It Matters”The export button generates a CSV file with all data from the current section for the selected period. CSV opens in Excel, Google Sheets, accounting software, and any other spreadsheet tool.
This is useful when CRM data is sufficient for operational decisions, but deeper analysis — pivot tables, charts, comparisons with other sources — requires a file.
Where It Appears
Section titled “Where It Appears”- Transactions — all financial operations for the period
- Clients — client base with key fields
- Analytics — individual widgets may have a download button for chart data
- Shift history — list of shifts with key metrics
- Warehouse — product movement for the period
How to Use It
Section titled “How to Use It”- Open the target section (e.g. “Transactions”)
- Set the period and filters — only this slice will be exported
- Find the “Export”, “Download” button or down-arrow icon above the table
- Click — the browser downloads the file automatically. The filename usually contains the section name and dates
- Open in Excel or Google Sheets. If encoding issues appear — use “Data → From Text/CSV” import with explicit UTF-8 setting
Business Value
Section titled “Business Value”Regular transaction exports are the foundation of financial control: hand the file to your accountant, they reconcile with the register. Exporting the client base once a month is insurance: even if something happens to the account, you have the data.
Analytics exports are used in investor reports: numbers from CRM go into Google Sheets → charts are built → sent to partners.
Related Patterns
Section titled “Related Patterns”- Date Picker — select the range before exporting
- Table Filters — narrow the dataset before downloading
- Table Sorting — row order in export matches the current table sort order
Limitations
Section titled “Limitations”- Export is not available in sections with aggregated widgets (pie charts in Analytics) — only in table views
- Images and attachments are not included
- Very long periods (a year+ of active transactions) may take time to generate — split into parts
- Format is always CSV (comma delimiter). Direct .xlsx export is not available — open CSV in Excel and save as .xlsx
Frequently asked questions
The file opens with garbled characters — how do I fix it?
CSV is exported in UTF-8 encoding. In Excel: when opening the file choose 'Data → From Text/CSV', set encoding to UTF-8 and delimiter to comma. Or save the file as .xlsx through Notepad → Save As → UTF-8.
Does export include only visible rows or all data for the period?
Export includes all data for the selected period, including rows not visible on the current pagination page. If filters are active — only the filtered set is exported.
How do I export the entire client base?
Open the Clients section, remove all filters, select the maximum date range, click Export. The file will contain all clients with available fields.
Is there a row limit for exports?
There's no hard limit, but very large queries (50,000+ rows) may take several minutes to generate. For regular exports we recommend exporting month by month.
Can I choose which columns to include in the export?
No, the column set is fixed per section. You can remove unwanted columns in Excel after opening the file.