How to Export Your Data as CSV

How to Export Your Data as CSV

HARi CRM lets you export any list of records as a CSV file that you can open in Excel, Google Sheets, or any spreadsheet application. This is useful for reporting, external analysis, or keeping a backup of your data.

Exporting Records

1. Navigate to the entity list you want to export (e.g., Contacts, Opportunities)
2. Apply filters if you only want a subset of records (e.g., only active deals, only contacts in Hong Kong)
3. Click the Export button in the toolbar
4. Select CSV as the format
5. Choose which columns to include:
   • All columns — Every field in the entity
   • Visible columns — Only the columns currently displayed in your list view
6. Click Export
7. The CSV file downloads to your computer

What the Export Includes

• One row per record — Each record in your filtered list becomes a row in the CSV
• Column headers — Human-readable field labels (not technical column names)
• Related records — Lookup fields show the display value (e.g., “Acme Ltd” instead of an ID)
• All pages — The export includes all matching records, not just the current page

Opening the CSV

• Excel — Double-click the file, or use File > Open and select the CSV
• Google Sheets — Upload the file to Google Drive, then open with Google Sheets
• Numbers (Mac) — Double-click the file

If special characters (accented letters, Chinese characters) look garbled, make sure your application is set to read UTF-8 encoding.

Tips

• Filter first — Export only what you need. A focused export is easier to work with than a full database dump.
• Use saved views — If you regularly export the same data, create a saved view with your filters and columns pre-set.
• Your data, your control — HARi never locks your data in. You can export everything at any time.

Next Steps

• Create a Saved View
• Import Contacts from Excel
• Add a Chart to Your Dashboard