Exporting Views to CSV / Excel Files
Instructions
To export data from Dynamic or Static Views in Companies, Contacts, Candidates or Jobs, please follow these steps:
- Open the Dynamic or Static View you want to export
- You have 3 options on what to export from the view. You can: 1) Export All Items in the Current View, 2) Just the searched items, or 3) Just the selected items.
- Click the ‘Export to CSV icon’
- A new window will pop up allowing you to specify a File Name & location to save the file
- Click ‘Save’
- Navigate to the location on your PC where the file was saved
- Open the File