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Bulk Company Export

Bulk Company Export allows users to export selected company records or the entire company list into a CSV file for reporting, sharing, and offline analysis.

Who This Is For / When to Use

Use Bulk Company Export when you need to:

  • Download multiple company records at once

  • Share company data with external teams

  • Create offline reports

  • Back up company information

  • Export filtered or selected company lists

What’s New

The Companies module now supports bulk exporting directly from the Companies table.

Users can now:

  • Export multiple selected company records

  • Export all companies from the top-right menu

  • Track export progress in real time

  • Download exported data as a CSV file

  • Export all visible company fields

Export Selected Companies

You can export specific company records directly from the Companies table.

To export selected companies:

  1. Navigate to Contacts β†’ Companies

  2. Select one or more companies using the checkboxes

  3. Click Export from the top action bar

  4. Wait for the export process to complete

  5. Download the generated CSV file

Export All Companies

You can also export the full company list from the Companies page.

To export all companies:

  1. Navigate to Contacts β†’ Companies

  2. Click the 3-dot menu in the top-right corner

  3. Select Export

  4. Wait for the export process to finish

  5. Download the generated CSV file

Export Progress Tracking

During export, a progress modal appears to display export status in real time.

The modal includes:

  • Export percentage

  • Total records count

  • Processed records count

  • Export progress bar

Do not refresh or close the page while the export is in progress.

Downloaded CSV File

After the export completes, the CSV file is automatically downloaded to your device.

The exported file includes:

  • Company details

  • Contact information

  • Address information

  • Custom company fields

  • Created and updated timestamps

Common Issues and Fixes

Export Is Taking Too Long

Large exports may take additional time depending on the number of records.

To improve export speed:

  • Reduce the number of selected records

  • Avoid running multiple exports simultaneously

  • Wait for the export process to fully complete

CSV File Not Downloading

If the CSV file does not download:

  • Check browser download permissions

  • Disable popup blockers if enabled

  • Retry the export process

  • Verify the export completed successfully

Missing Fields in Export

Only visible and supported company fields are included in the export.

Verify:

  • Required fields contain data

  • Custom fields are configured properly

  • The correct company records were selected

FAQ

Can I export only selected companies?

Yes. You can select individual company records and export only those entries.

Can I export all companies at once?

Yes. Use the Export option from the top-right 3-dot menu to export the full company list.

What file format is used for export?

Company data is exported as a CSV file.

Can I track export progress?

Yes. A real-time export progress modal displays percentage completion and processed record counts.

What data is included in the export?

The export includes company details, contact information, address fields, timestamps, and supported custom fields.

Can I export large company datasets?

Yes. Bulk Company Export supports large datasets, though export time may vary depending on record volume.

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