Knowledge Base

Exporting Accounts to Excel

To export the list of accounts to Excel:

Go to the Accounts tab and generate a list of accounts by using a
search query or the filters on the left.
Click Export to Excel above the list of accounts.
Select which columns of the list you want to export:
- Current columns. The Excel file will contain the columns
  currently displayed in the list and columns that are added
  automatically based on the specified search parameters.
- All columns. The Excel file will contain all possible columns
  that can be displayed for an account.
If the export takes time, it will run in the background and you will
be able to download the file when it is ready. Otherwise, the file
will be downloaded immediately.