The Data Exports Module in MokoCRM enables users to extract structured data from various modules (CRM, Accounting, Projects, etc.) into formats like CSV, Excel, or PDF. It allows filtered exports, field selection, and formatted output for analysis, reporting, backups, or integration with external systems.
The Data Exports Module in MokoCRM enables users to extract structured data from various modules (CRM, Accounting, Projects, etc.) into formats like CSV, Excel, or PDF. It allows filtered exports, field selection, and formatted output for analysis, reporting, backups, or integration with external systems.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Exports - Click Activate
- Access export tools via Tools → Exports or from each module’s list view
📤 Supported Export Modules
- Third Parties (Customers, Vendors)
- Contacts
- Products and Services
- Invoices, Orders, Proposals
- Projects and Tasks
- Bank and Accounting Transactions
- Users, Members, Donations, Salaries
📄 Export Process
- Go to Tools → Exports or select Export from the module list view
- Select the target module
- Choose desired fields to include in export
- Apply filters (e.g., date range, customer name, status)
- Select output format: CSV, XLS, or PDF
- Click Download to export the file
📋 Field Customization and Filters
- Select specific fields instead of exporting all data
- Apply advanced filters before exporting to narrow data sets
- Save field selections for recurring export templates
🔗 Integration and Use Cases
- Export invoices for accounting software
- Export project and task logs for client reporting
- Backup customer and vendor directories
- Extract financial data for audits or board reports
📌 Best Practices
- Use date filters to avoid large, slow exports
- Export to CSV for compatibility with most systems
- Label and archive exports for audit trails
- Use saved export templates for recurring operations
- Review field mappings and totals before sharing externally