Choose the exact data objects you wish to export, from contacts and accounts to tasks and notes, opportunities, tickets, and more.
3.Filter out unnecessary data
Before you download your CSV, opt to apply filters to narrow down what you will get in your final file, and decide exactly what columns are included.
4.Download a file to take anywhere
No matter the app you download from, every file you get with CSV Loader is in a well-formatted CSV, that you can import to another app or open and view in any spreadsheet or text editor.