Exporting Accounts

An account in SharpSpring is just like a folder in a digital filing cabinet. Accounts are where you can store all similar contacts and opportunities to one single location. An account can be used to group multiple contacts together under one large company folder and will show all opportunities that are associated with that account, providing you with one location to see all similar sales information. This article will detail how to export your accounts as a .CSV file. Article Contents Exporting Accounts Accessing the Export Manager	Available with:
	Marketing Automation	✓
	CRM Ultimate	✓
	CRM PRO	✓
	CRM Free	✓

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers
	Sales Managers	✓
	Salespersons	✓
	Jr. Salespersons	✓

You can export accounts as necessary. To export account information, do the following: Click Sales > Accounts in SharpSpring's left toolbar. Click Options > Export Accounts. Click the check box next to any desired account fields you would like to show in the report. Click Export. Click the Export Manager link that appears at the top of the screen. Click the name of the desired account export.		Click to enlarge.

		Note: You can export only 25,000 accounts at a time.

		Note: Saved .CSV files will download to your Internet browser's default download folder.

You can access the Export Manager at any time.

To access the Export Manager, do the following:

Once in the Export Manager, click previously exported files to download them to your computer.

Click to enlarge.

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