Managing company information is a big part of running your business. Being able to quickly export multiple company records can save you time, help with reporting, and make sharing data effortless.

📌 Why This Matters

When you work with lots of company details, manually copying or exporting records one by one can be frustrating and time-consuming. Having a simple way to export multiple company records at once lets you spend less time on admin tasks and more time focusing on your business. Whether you need to share data with partners, review information offline, or create reports, this functionality keeps things straightforward and efficient.

✨ What’s New

• Export selected company records: Choose specific companies from your list and export their details in just a few clicks.
• Export all companies: With one option, export your entire list of companies quickly without having to select them manually.
• Real-time progress display: See the number of records and export completion percentage as your data is being prepared.
• CSV file download: Get your exported data in a simple, easy-to-use spreadsheet format with all the selected company fields included.

🛠️ How to Use It

1. Step 1: Go to your contacts list and open the Companies section.
2. Step 2: Select the companies you want to export by checking their boxes on the left.
3. Step 3: Click the Export option from the action bar that appears.
4. Step 4: Watch the progress indicator while your export is being prepared.
5. Step 5: When ready, download the CSV file containing your selected company data.

To export all companies:

• Navigate to Companies.
• Click the 3-dot menu at the top-right corner.
• Select Export from the menu.
• Wait for the export progress to finish.
• Download the CSV file that is automatically saved to your system.

💡 Pro Tip

Regularly exporting and reviewing your company data helps identify trends and opportunities that can lead to smarter decisions and better business growth.