SugarCRM Export from Modules

Export Your Data Out Of SugarCRM

SugarCRM ExportUnlike many other CRM systems, Sugar doesn’t lock your data into its system. Getting your data out of Sugar is even easier than getting it in. This article will show you how to export your data out of SugarCRM version 7 (exports on Sugar’s previous versions are done very similarly).

Sugar’s data is housed in modules. Out-of-the-box, users can export data out of the individual modules and push it into a CSV spreadsheet. To export out of Sugar, click on the name of the module you’d like to export on the module ribbon. For this example, we’re going to use contacts. Continue reading

SugarCRM Import Templates for Migration

Sugar ImportSugarCRM might not be your first CRM system. And if it is, you probably were using spreadsheets before to manage your contacts and accounts. Fortunately, it’s easy to migrate your old data using our SugarCRM import templates. You can download our Sugar import templates by clicking the button at the bottom of this article, but first let’s cover the best ways to get your data into Sugar. Continue reading