Extract and export your business data efficiently with SysRI CRM's Data Export Wizard. This comprehensive three-step wizard provides flexible data selection, advanced filtering, and multiple export formats to deliver exactly the data you need in your preferred format with real-time progress tracking.
The Data Export Wizard provides a structured, three-step process for exporting data:
- Entity Selection: Choose the data type to export (Contacts, Companies, Leads, etc.)
- Format Selection: Choose between CSV and Excel export formats
- Advanced Options: Configure filters, field selection, and date ranges
- Settings Review: Verify all export configuration
- Record Estimation: Preview estimated record count
- Export Execution: Start the export process
- Progress Monitoring: Track export progress in real-time
- File Download: Download completed export file
- Export Summary: Review export details and statistics
Comprehensive data entity support for all major CRM components:
- Contact Information: Names, emails, phones, addresses
- Company Details: Associated company information
- Custom Fields: User-defined contact properties
- Tags and Categories: Contact classification data
- Company Profiles: Company names, industries, sizes
- Contact Information: Company addresses and phone numbers
- Financial Data: Revenue, employee count, industry
- Relationship Data: Associated contacts and deals
- Lead Information: Lead sources, status, priority
- Qualification Data: Lead scores and qualification criteria
- Contact Details: Associated contact information
- Pipeline Data: Lead stage and progression information
- Deal Information: Deal names, values, stages
- Sales Data: Revenue, close dates, probability
- Contact Associations: Associated contacts and companies
- Pipeline Information: Deal stage and progression
- Customer Profiles: Customer information and details
- Service History: Customer service interactions
- Contract Data: Service contracts and agreements
- Billing Information: Customer billing and payment data
- Transaction Records: Sales transactions and orders
- Revenue Data: Sales revenue and financial metrics
- Product Information: Products sold and quantities
- Performance Metrics: Sales performance and analytics
- Product Catalog: Product names, descriptions, categories
- Pricing Information: Product prices and pricing tiers
- Inventory Data: Stock levels and availability
- Variant Information: Product variants and options
Flexible export format options to meet different requirements:
- Universal Compatibility: Works with all spreadsheet applications
- Lightweight: Smaller file sizes for large datasets
- Fast Processing: Quick export and download times
- Text-based: Easy to read and manipulate programmatically
- Comma Separation: Standard comma-delimited format
- Header Row: Column headers for easy identification
- UTF-8 Encoding: Support for international characters
- Custom Delimiters: Configurable field separators
- Format Preservation: Maintains data formatting and types
- Multiple Sheets: Support for complex data structures
- Rich Features: Formulas, charts, and advanced formatting
- Professional Presentation: Ready for reporting and analysis
- Modern Format: XLSX format with full Excel compatibility
- Data Types: Preserves date, number, and text formatting
- Column Widths: Automatic column sizing for readability
- Conditional Formatting: Support for data visualization
- Large Datasets: Exporting thousands of records
- Simple Data: Basic data without complex formatting
- External Systems: Importing to other applications
- Quick Analysis: Simple data analysis and reporting
- Complex Data: Data requiring formatting and structure
- Reporting: Creating professional reports and presentations
- Multiple Views: Need for multiple sheets or views
- Data Analysis: Advanced analysis with formulas and charts
Comprehensive configuration options for precise data export:
- From Date: Start date for data inclusion
- To Date: End date for data inclusion
- Flexible Ranges: Any combination of start/end dates
- Real-time Validation: Immediate date range validation
- Time-based Analysis: Export data for specific periods
- Regular Reports: Monthly, quarterly, or yearly exports
- Data Cleanup: Export data before system cleanup
- Compliance: Export data for regulatory requirements
- All Fields: Export complete record data
- Custom Selection: Choose specific fields to include
- Bulk Selection: Select/deselect all fields at once
- Field Preview: See available fields before selection
- Basic Information: Essential record fields
- Contact Details: Contact-specific information
- Custom Fields: User-defined custom properties
- System Fields: System-generated metadata
- Minimal Export: Export only essential fields
- Complete Export: Include all available fields
- Custom Reports: Select fields for specific reports
- Data Analysis: Choose fields for analysis purposes
- Equals: Exact match filtering
- Not Equals: Exclude specific values
- Greater Than: Numeric and date comparisons
- Less Than: Numeric and date comparisons
- Contains: Text-based partial matching
- Field Selection: Choose field to filter on
- Operator Selection: Select comparison operator
- Value Input: Enter filter value
- Multiple Filters: Combine multiple filter conditions
- Status Filtering: Export only active records
- Date Filtering: Export records from last 30 days
- Value Filtering: Export deals above certain value
- Text Filtering: Export contacts with specific names
Real-time monitoring of export progress with detailed status updates:
- Progress Bar: Visual representation of export progress
- Percentage Display: Exact progress percentage
- Status Messages: Current operation description
- Time Estimates: Estimated time to completion
- Real-time Updates: Live progress updates
- Status Changes: Clear status transition indicators
- Error Reporting: Immediate error notification
- Completion Confirmation: Success confirmation messages
- Pending: Export job queued for processing
- Processing: Active data export in progress
- Validating: Data validation and quality checks
- Completing: Final export steps and cleanup
- Completed: Successful export completion
- Failed: Export failure with error details
- Partially Completed: Partial success with error summary
- Cancelled: User-cancelled export operation
¶ Error Handling
- Validation Errors: Data format or quality issues
- System Errors: Technical processing errors
- Permission Errors: Access control issues
- Resource Errors: System resource limitations
- Automatic Retry: Automatic retry for transient errors
- Manual Recovery: Manual intervention for persistent errors
- Partial Export: Continue with valid data despite errors
- Rollback Options: Revert changes on critical failures
Comprehensive file delivery and export management:
- Background Processing: Non-blocking file generation
- Progress Tracking: Real-time generation progress
- Quality Assurance: Data validation during generation
- File Optimization: Optimized file size and performance
- Direct Download: Immediate file download
- File Storage: Temporary file storage for later download
- Multiple Formats: Support for different file formats
- Batch Downloads: Multiple file download support
- File Information: File name, size, and format
- Record Count: Total number of exported records
- Export Date: Date and time of export completion
- Export Status: Final export status and result
- Total Records: Complete record count
- Filtered Records: Records after applying filters
- Exported Records: Successfully exported records
- Error Count: Number of records with errors
- Download Confirmation: Confirm successful download
- File Storage: Temporary storage for completed exports
- Export History: Track export history and results
- File Cleanup: Automatic cleanup of temporary files
- New Export: Start a new export with different settings
- Export Scheduling: Set up regular automated exports
- Export History: View and manage export history
- Data Analysis: Use exported data for analysis
Advanced export capabilities and automation features:
- Field Recognition: Automatic field identification
- Context Awareness: Understand data relationships
- Learning Capabilities: Improve field selection over time
- Custom Rules: User-defined export rules and preferences
- Data Validation: Validate data during export
- Format Standardization: Standardize data formats
- Quality Checks: Ensure data quality and completeness
- Error Detection: Identify and report data issues
¶ Large Dataset Handling
- Chunked Processing: Process large datasets in chunks
- Memory Optimization: Efficient memory usage for large exports
- Background Processing: Non-blocking export operations
- Resume Capability: Resume interrupted exports
- Parallel Processing: Multi-threaded data processing
- Database Optimization: Optimized database queries
- Caching Strategies: Intelligent data caching
- Resource Management: Efficient resource allocation
- REST API Access: Programmatic export capabilities
- Webhook Support: Real-time export notifications
- Third-party Integration: Connect with external systems
- Custom Workflows: Automated export workflows
- Incremental Exports: Export only changed data
- Scheduled Exports: Automated regular exports
- Data Synchronization: Keep external systems updated
- Audit Trails: Complete export audit logging
- Responsive Design: Works on desktop and mobile devices
- Dark Mode Support: Compatible with light and dark themes
- Accessibility: Full keyboard navigation and screen reader support
- Loading States: Visual feedback during all operations
- Data Encryption: Secure transmission and storage
- Access Control: Role-based export permissions
- Audit Logging: Complete export audit trails
- Data Retention: Configurable data retention policies
- Optimized Processing: Efficient handling of large datasets
- Background Operations: Non-blocking export processes
- Progress Tracking: Real-time progress monitoring
- Error Recovery: Graceful handling of operation failures
- API Access: Programmatic access to export functionality
- Webhook Support: Real-time notifications for export events
- Third-party Integration: Compatibility with external systems
- Custom Extensions: Extensible architecture for custom needs
- Field Selection: Choose only necessary fields to reduce file size and improve performance
- Filter Usage: Use filters to focus on specific data subsets and reduce export time
- Date Ranges: Use date ranges for large datasets to split exports into manageable chunks
- Format Choice: Use CSV for large datasets and Excel for formatted reports
- Regular Exports: Schedule regular exports for consistent data backup and reporting
- Export History: Keep track of export history for audit and compliance purposes
- Data Validation: Review exported data to ensure accuracy and completeness
- File Management: Organize downloaded files for easy access and reference
- Select "Contacts" as the entity type
- Choose CSV format for universal compatibility
- Enable advanced options for field selection
- Select specific fields (name, email, phone, company)
- Apply date range filter for recent contacts
- Review export settings and estimated record count
- Start export and monitor progress
- Download completed file and verify data
- Select "Sales" as the entity type
- Choose Excel format for professional presentation
- Select all relevant sales fields
- Apply date range for specific reporting period
- Add filters for specific sales representatives
- Review settings and start export
- Monitor progress and download file
- Use Excel features for additional analysis
- Select multiple entity types for comprehensive backup
- Choose CSV format for maximum compatibility
- Select all fields for complete data preservation
- Use date range to limit backup size
- Apply minimal filters to include all relevant data
- Review settings and start export process
- Monitor progress and download files
- Store backup files in secure location
- Set up scheduled exports for regular reporting
- Configure specific fields for each report type
- Apply consistent filters for data consistency
- Use date ranges for time-based reporting
- Choose appropriate format for each report
- Monitor export completion and download files
- Distribute reports to stakeholders
- Archive completed reports for future reference
By effectively leveraging the Data Export Wizard, you can ensure efficient, accurate, and flexible data extraction while maintaining data quality and meeting specific business requirements. The comprehensive filtering, formatting, and monitoring features provide the tools needed for successful data export operations.