Within Teamwork CRM, you can export custom activities information or details of all activities on your site via CSV.
To export a custom selection of activities, select Activities from the main navigation bar.
Your custom export will be based on any of the following:
- Columns currently selected
- Current filter in place (including custom filters)
Click the options button (three dots) in the top right-hand corner and select Export data from the dropdown menu.
You will be taken to the export history area of the site settings. An alert will be displayed in the bottom right hand corner to let you know you export has started.
Once your export is complete, it will be listed within the history section along with the details of the export.
Click Download to download a CSV export. Details of the export include:
- The item exported
- Filter name (if applicable at the time of the export)
- Sort option in place
To refresh the export history, use the refresh button in the top right hand corner.
Exporting all activities
The site level export is based on default columns which are not customizable.
Note: Deleted activities will not be included in the export.
To export all activities on your site, click Settings from your profile dropdown menu.
Select the Export tab from the left navigation menu.
In the Export area, you will see an Activities panel. Click the Export button to download a CSV of all activities on your site.
For more information, see: Viewing Your Import History