Sugar Community Edition User Guide Version 5.0

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 other fields which Sugar uses internally.

To export data from Sugar

1.	On the module’s home page, click the Export icon located above the item list.

2.	Select from the following Export options:

Selected Records. To export one or more records on the list, select the records from the list, and select this option.

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

Entire list. To export all records on the list (which could be more than a page long), select this option.

3.	In the File Download dialog box, select Open to open the export file in .csv format.

4.	Click Save to save it on your local machine; click Cancel to exit the dialog box without saving the file.