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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.

Exporting deals from Weblium CRM
To begin, open your Weblium CRM:

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

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.
Done! Your CSV file is downloaded:


Export contacts from Weblium CRM
To begin, open your Weblium CRM.
Select the tab with Customers and click Export:

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.
The CSV file is downloaded:
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