Exporting Product Information

This article outlines how to export product information from the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Product information is usually imported from your Accounting System, but can be managed via the CRM. Sometimes, you may need to export the imported product information from the CRM for reviewing or editing purposes.


  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Navigate to Admin Portal

To export your product information, navigate to the Admin Portal here

Step 2: Select 'Export Data' 

Once within the Admin section, scroll down the menu until you reach the Data Management folder. Within here, click on the 'Export Data' option. 

Within the Record Type drop-down, all of the possible Export types will be listed, such as Product Items and Product Groups. Once you have selected the required Record Type, click 'Export'. 

The Export will then start processing your request, you can check on it's progress within the File Links section. 

Once completed, you will be able to click on the Download link for the selected product information file. 

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