¶ Export to Excel”
The plugin allows you to download orders from CRM to the spreadsheet. Plugin connection link https://excel-export.plugins.lvrtx.com/
You can assign the plugin a unique name and add several versions of the plugin
It allows to use the same plugin for different purposes.
Click on the “edit” button (pencil icon) to configure the plugin. The tuning of the plugin is intuitive. For each point of settings, tips are added under the button in the form of a question sign.
In the “column” field, you need to list all fields from which the data will be downloaded to the Excel file. If there are not enough fields in the settings, then you can add them in Management mode-order fields.
You can change the order of columns
Click on the corresponding button and pull the columns
In order to download the file, go to the Work mode. Using filters and sorting select orders that you want to export to Excel.
Under the table with orders there is an export button (N). The brackets indicate how many orders will be unloaded.
Wait till export is complete then use the link for downloading the file.