Sign in

Export list view data

An authorized user exports the current filtered/sorted list view to CSV or Excel.

When this happens: You click Export on any list view.

Step by step

  1. 1

    Apply desired filters and sorting to a list view (Contacts, Companies, Leads, etc.).

  2. 2

    Click Export button.

    EasyCRM shows export options: Format (CSV or Excel), Scope (Current page or All matching records).

  3. 3

    Select format and scope. Clicks Export.

    EasyCRM checks total record count ≤ 50,000. EasyCRM generates the file with the visible columns, including custom fields. Data is scoped to user's access level. For ≤ 5,000 rows: immediate download. For > 5,000 rows: processes in background (see ).

Other paths

Large export (background processing)

If record count > 5,000. EasyCRM shows: Your export is being prepared. You will be notified when it is ready for download EasyCRM processes export in background. On completion, sends in-app notification and email with download link (valid for 24 hours).

If something goes wrong

Export limit exceeded

If total records > 50,000. EasyCRM shows: Results exceed the export limit of 50,000 records. Please narrow your filters

Good to know

  • Export maximum is 50,000 rows.
  • Export respects access control — you can only export records they can see.
  • Custom field columns are included if visible in the list view.