Sugar Express User Guide Version 5.5.0 Beta 2

Exporting Data

You can export Sugar item records in .csv format to your local machine. You can use Microsoft Excel, Notepad, or other text editors to open .csv files. You can export selected records, all records on the page, or the entire list.

A sample portion of a .csv file, exported from the Accounts module and viewed in Excel, is shown in below. The .csv file displays column titles, including the Record ID (a long string of letters and numbers used as a unique reference to each account record) and all the other fields in the module.

Note:

When exporting values for drop-down list options, Sugar exports the ID associated with each option (that is, item name) and not the display labels.

To export data from Sugar

1.	To export specific records, select them from the List View on the module’s home page and click Export. To export all records listed on the page, or all existing records in the module, click Select located above the item list and select one of the following options:

This Page. To export all the records listed on the page, select this option.

All Records. To export all records on the list (if it is more than a page long), select this option.

The system displays an Opening .csv dialog box.

2.	Select Open to open the export file in .csv format or select Save to Disk to save the .csv file to your local machine.

3.	Click OK to execute the operation. If you chose to open the file, the csv file opens in Microsoft Excel.

The .csv file contains all the fields in the module from which you are exporting the data.