Exporting entity data records

You can export records from the table on the Contacts workspace.

The export runs against either a single record, or against all of the search results in the data table, regardless of which record is selected.

To export data for a single entity:

• Click the entity record row, so that it is highlighted by an accent color line on the left
• Verify that the checkbox for the record is cleared.

The following image shows the accent color line.

To export data records for multiple entities:

• Filter the data table to contain only the records that you want to export.
• Click the More Actions button   in the data table toolbar
• Select Export, then select one of the following:
  
  • Current List - Exports all the records in the table to Microsoft Excel.
  • Current Entity Only - Exports the selected individual record to Microsoft Excel.

If you export more than 3000 entities, a message informs you when your CSV file is available for download.

Click Dismiss to close the message.

To retrieve it select the User Settings button  --> Files, and download the file.

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