Exporting Records from Coperniq
Last updated
Last updated
How to access the exporting of records in Coperniq
What record types you can export
What export methods you can use
When exporting by a date range, how to set
What format you’ll get the data in
What a sample file looks like (can be used with G-sheets, Excel, etc)
Reading time: 3 minutes
Coperniq provides you with an easy way to export your records for additional reporting tasks and data use outside of Coperniq
Let's go ahead and unpack how to use Coperniq Support
1) How to access the exporting of records in Coperniq
On the left taskbar click on the down arrow next to your companies name:
Then, click on “Export Records”:
You will then see the Export Records tool:
2) Options for exporting records:
Record Type:
Accounts (Aka Clients)
Deals
Projects
Export method:
Date Range
Smart View (created smart views)
If Smart view is chosen you must choose an available smart view:
If date range is chosen you must choose a date range:
Hit “EXPORT” after you’ve chosen your parameters:
3) What you will receive in your export:
You will receive a .csv file that will save to your desktop or wherever you choose to save
You can also choose to name this file when saving
From here you can use this file in G-sheets, Excel or any program that accepts .csv files
Sample of what it will look like in G-sheets:
What did we learn today?
How to access exporting records in Coperniq
What format type do Coperniq exports use
What are the types of exports you can perform
How to finalize the export and extract
What a sample file looks like and where you can access
