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Export deals and customers from Weblium CRM

Export a CSV file with a list of requests you received from contact forms in Weblium CRM. It can be helpful if you want to process this information, for instance, add it into another CRM, analyze data, have an archive of deals, etc.


You can also upload all your clients' data from Weblium CRM, for example, to make a mailing list or call many clients, which is more convenient to do according to the list.


Tip: To know how to export replies from your contact form, check this article.


Exporting deals from Weblium CRM

  1. To begin, open your Weblium CRM:

Tip: You can find a detailed overview of Weblium CRM in the Weblium CRM overview article, and to get started with CRM, we recommend reading the Getting started with Weblium CRM article.
  1. Select the Deals tab and click Export:

  1. Select the format of the separator and click Download CSV file to download it:

Important: Different types of separators are for different applications. For Google Sheets, you should use a comma , separator, and for Excel and similar programs, use a semicolon ; separator. If you need to upload a semicolon ; file to Google Sheets, you can choose a custom separator in Google Sheets and enter a semicolon when importing the file.
  1. Done! Your CSV file is downloaded:


Important: During the export, all deals from all funnels available in Weblium CRM will be downloaded.


Export contacts from Weblium CRM

  1. To begin, open your Weblium CRM.
  2. Select the tab with Customers **and click **Export:

  1. Select the file format to download it:

Important: Different types of separators are for different applications. For Google Sheets, you should use a comma , separator, and for Excel and similar programs, use a semicolon ; separator. If you need to upload a semicolon ; file to Google Sheets, you can choose a custom separator and enter a semicolon when importing the file.
  1. Done! Your CSV file is downloaded:

Updated on: 01/26/2023

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