How to Export Contacts to Excel in CRM

Overview:

This article provides a step-by-step process on how to export contact records to Excel.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

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

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Customers and select Contacts.

6. Select the contact view you want to export.

7. If needed, you can also select specific contacts by ticking the radio button next to each contact’s name.

8. Click the ellipsis icon (⋮) located on the command bar, then select Export to Excel.

9. A notification will appear indicating that the export is in progress.

10. Once complete, the download will begin automatically, and the Excel file will be saved in your Downloads folder.