How to Export Account Vendor Profile to Excel in CRM

Overview:

This article will provide a step-by-step process on how to export an account vendor profile to an Excel file from X4A CRM. 

Process:

1. Go to My Apps and open Okta.

2. In Okta search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the sidebar, navigate to Extensions and click Account Vendor Profiles.

6. Use Edit Filters by clicking the filter icon or the Filter by keyword search bar to locate for the account vendor profile(s) you wish to export.

7. Once you've found the desired profile(s), check the box next to each Vendor Account ID to select them. You can select multiple profiles at once.

8. From the command bar, select Export to Excel.

9. The export will begin automatically. Once the download is complete, open the file to view the Excel spreadsheet.