How to Export Vendor List to Excel in CRM

Overview:

This article explains how to export vendor records from Xvantage for Associates (X4A) CRM to a Microsoft Excel file.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also access Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM navigation menu, go to Sales > Vendors.

6. The Active Vendors view opens by default.

7. Locate the vendor records you want to export using either:

   • Filter By on the column headers, or

   • Quick Find.

8. Select the checkbox next to each vendor record that you want to include in the export.

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

10. The Excel file is generated and downloaded automatically.

11. The selected vendor records are exported to an Excel file, allowing you to review, analyze, or share vendor information outside of CRM.