Overview:
This article explains how to export End User records from Xvantage for Associates (X4A) CRM as a Static Excel Worksheet. A static worksheet provides a snapshot of the selected data at the time of export. Unlike a dynamic worksheet, the exported data does not update automatically when records in CRM change.
Process:
Go to My Apps and open Okta.
In Okta search for X4A and open it.
Tip: You can also open Xvantage for Associates directly from My Apps.
Within X4A hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Customers > End Users.
By default, the page opens in the Active End Users view in Focused View unless a different default view has been selected.
If you are in Focused View, click Read Only Grid to switch to the grid view.
On the command bar, click the arrow next to Export to Excel.
If Export to Excel is not visible, click the ellipsis (⋮) menu and select it from the available options.
Select Static Worksheet.
A static Excel worksheet containing the End User records from the current view is downloaded to your device. The exported file represents the data as it existed at the time of export and will not automatically reflect future updates made in CRM.