What this feature does & when to use it?
This feature allows you to export data from Recruit CRM into CSV or Excel files directly from list pages or reports, preserving your selected fields and filters for easy use outside the platform.
Use this feature when you want to:
Analyse data in Excel or Google Sheets.
Create backups of your records.
Please Note:
Only the Account Owner, Admins, and users on the Custom Roles with access to export can export data. Users on the Team Member role and Restricted Team Member roles cannot use export.
How to export records from the list pages?
You can use the same export process for candidates, contacts, jobs, companies, and deals.
Navigate to the list page of your desired entity. For example, go to the Candidates entity page.
Select the number of records that you want to export.
Click on the Export button from the top header bar under the More tab.
In the export pop-up, choose the fields that you want to have in the exported sheet.
Hit the Export button to download the file (CSV or Excel, as available).
When exporting Jobs, the "Updated By" column shows the user's full name (e.g., Ryan Cooper), just like other user-reference columns in the export.
How to export data from Reports?
Navigate to the Reports section.
Select a report you wish to generate.
Select the parameters, i.e., timeframe, teammates, etc, and generate the report.
Once the report is generated, click on the Export Report to CSV button to download the tabular data of the report.
Note: Click the Export As PNG/JPG/SVG options next to the bar graph to export an image of the chart itself.
Additionally, each bar on the chart is also clickable and will direct you to the detailed list of data. You can also export this data by clicking the Export to CSV button located on the header bar.
Troubleshooting
Problem: The Export option is not visible on the list page.
Problem: The Export option is not visible on the list page.
Likely cause: The user does not have the required permissions.
What to check: Confirm whether you are logged in as the account owner or an admin or a user with the custom role and necessary permission.
Resolution: Log in with an account that has account owner or admin rights, or ask the Account Owner to perform the export.
Problem: The exported file is missing some fields you expected.
Problem: The exported file is missing some fields you expected.
Likely cause: The fields were not selected in the export pop-up.
What to check: Review which fields you selected before exporting.
Resolution: Repeat the export process and, in the export pop-up, select all the fields you need before clicking Export.
Problem: The detailed data for a chart bar is not exporting.
Problem: The detailed data for a chart bar is not exporting.
Likely cause: The detailed list view was not opened before exporting.
What to check: Confirm that you clicked on the specific bar in the chart and are viewing the detailed list of records.
Resolution: Click the desired bar on the chart to open the detailed list, then use the Export to CSV button at the top of that list.
FAQs
Q1: Who can export data from Recruit CRM?
Q1: Who can export data from Recruit CRM?
Only the account owner and admins can export data and users with the custom role with the necessary permissions.
Q2: Which record types can I export from list pages?
Q2: Which record types can I export from list pages?
You can export candidate, contact, job, company, and deal records from their respective list pages.
Q3: Can I choose which fields are included in the export file?
Q3: Can I choose which fields are included in the export file?
Yes. When the export pop-up box appears, you can select the relevant and necessary fields you wish to export before clicking the Export button.
Conclusion:
Exporting data to CSV or Excel from Recruit CRM helps you analyse, share, and back up your records across candidates, contacts, jobs, companies, deals, and reports.