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    Exporting Data from Nexudus
    • 30 Aug 2023
    • 1 Minute to read
    Contents

    Exporting Data from Nexudus

    • Updated on 30 Aug 2023
    • 1 Minute to read
    Article Summary

    You can easily export most of the data in your Nexudus account as XLS spreadsheets. You can then use this data any way you need and or keep it as a backup copy.

    You must be a full unrestricted admin to export data from Nexudus.

    You can export data from any list in Nexudus in a few clicks, including:

    • CRM boards, CRM stages, and opportunities
    • Custom fields
    • Proposals
    Want more specific instructions?

    Just search Exporting followed by the kind of data you want to export in the search bar above. For example, Exporting bookings or exporting help-desk messages.

    1. Log in to dashboard.nexudus.com if you aren't already.

    2. Go to the list that you want to export.

    3. Tick the checkbox next to any of the listed records.

    4. Click Export xx records in the Bulk actions menu. 

    Your download should only take a few seconds. You can find your export XLS file in the Downloads folder of your device.

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