Export Deals and Customers from SiteCliq CRM

Export Deals and Customers from SiteCliq CRM


Export a CSV file with a list of requests you received from contact forms in SiteCliq 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 SiteCliq 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 SiteCliq CRM

1. To begin, open your SiteCliq CRM:


Tip: You can find a detailed overview of SiteCliq CRM in the SiteCliq CRM overview article, and to get started with CRM, we recommend reading the Getting started with SiteCliq CRM article.

2. Select the Deals tab and click Export:


3. 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.

4. Done! Your CSV file is downloaded:


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

Export contacts from SiteCliq CRM

1. To begin, open your SiteCliq CRM.

2. Select the tab with Customers and click Export:


3. 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.

4. Done! Your CSV file is downloaded:




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