In CoManage it is possible to export your data to a CSV-file (comma separated values). A CSV file is a general file type that can be read by programs like Microsoft Office Excel.
You can also export invoices, credit notes and offers to PDF. They will be exported together in a ZIP-file.
So how do you export?
1) Navigate to the overview page of whatever it is you want to export (for example contacts overview page)
2) Select your data. You can specify which contact you want exported, by using filters. Attention: you will only export whatever you selected on your current page.
3) CoManage will inform you via email and via in-app notification when the export is done. Just click it and you'll download the export, ready to use!
Not a CoManage user yet but you want to export your contacts to an Excel file?
Create your free account here!