Exporting Data

Did you know that you can easily extract your valuable data from Membrain?

Unlocking the full potential of Membrain involves not only seamless import capabilities but also effortless export functionality. Whether you require in-depth analysis beyond the Membrain platform, seek to leverage your data in alternative environments, or are transitioning away from Membrain and wish to retain your pertinent information, rest assured that we don't withhold any of your data. Exporting data from Membrain is a straightforward process, ensuring your data remains accessible and adaptable to your evolving needs.

What types of data can be exported?

All data created within Membrain can be exported from the system. This includes a comprehensive range of information, ensuring that you have the flexibility to manage and utilize your data outside the Membrain platform.

CRM

• Companies
• Contacts
• Activities (including Appointments, Tasks, Notes, Calls and Emails saved in Membrain)

Projects

• Prospects
• Sales Projects
• Account Growth Projects
• Tickets

Products

• Products

Other

• Dashboards
• Processes

Documents and images that were created externally and subsequently uploaded to Membrain must be downloaded individually from either your Document List or the specific location where they were initially uploaded. Ensuring you have a local copy of each file provides continued accessibility and control over your valuable content.

Where is the Export function?

You will find an Export option in any list view in Membrain where your data is stored. From the Company list to your Dashboards. Simply go to the location of the items you want to export, click on the Actions button and choose Export (if you don't have Administration permission, the Export option might be visible in select locations).

If you want to export Companies - click on the Actions button from your CRM - Companies list view and choose Export. If you want to export Contacts - click on the Actions button from your CRM - Contacts list view and choose Export, etc.

How to Export from Membrain

When you Export from Membrain you will choose what fields to include in the Export in the Export dialogue, but make sure you filter your list view (or remove any filtering depending on your requirements) before you go to Export.

When you applied or removed any necessary filtering, go to Actions and click Export.

Here is a tutorial video demonstrating the process of exporting companies from Membrain

You can also follow the comprehensive step-by-step guide provided below:

1. When you applied or removed any necessary filtering to the list you want to Export go to Actions and click Export.
2. Choose what fields you want to include. For example the Company Name, Account Manager, Email Address, Phone, External Identifier etc.
   
3. You can Clear your list if you want to start the selection over or Select All if you want to do a complete export of all available fields
            
4. Your Export can be Sorted By and Grouped By (grouping is not generally recommended if you need to further process your data spreadsheet after the Export)
            
5. Once you have fine-tuned your Filtering, Selected Fields, Sorting, and Grouping options to your satisfaction, you can save these preferences as an Export Configuration. This is highly beneficial if you plan on conducting similar Exports regularly, as it eliminates the need to recreate the Export configuration manually each time. If multiple team members are involved in this Export Configuration, ensure to set the Visibility of that to accommodate anyone who might need to utilize it. This way, the Configured Export settings are readily accessible to the relevant team members.
   
6. If you've previously saved an Export Configuration, simply navigate to the 'Load Configuration' option, where you can choose from a list of your saved and available configurations.
   
7. If you need to Edit your Export Configuration, just click on Load Configuration and the Pen symbol to the right of the Configuration you want to edit.
   
8. When you are ready to Export just hit the Export button.
   
9. Let Membrain generate your Export file.
   
10. Click on the generated Export to start the Download to your computer.
    
11. You will find your Exported document in your system Download folder.
    

Exporting Dashboards and Processes

The procedure to export Dashboard Graphs and Processes is a little different from the List Exports but no more complicated.

Exporting Dashboards

There are two ways to Export your Dashboards - to Export Data to Excel or Export to PDF.

If you pick Export Data to Excel you get all your graphs in that Dashboard as separate sheets in an .xlsx file. All graph types will be transformed into lists of data. This data can then off course be remade into and viewed as Graphs inside your spreadsheet program. If you want to Export your Dashboards keeping your graphs the way you configured them inside Membrain you can Export to PDF instead. The PDF-file will show your graphs as images inside the document. Any details about the graphs will not be shown, such as related Company, Project, Owner and so forth unless they are visible in the individual graph legends. Read more about Dashboards here.

You can also share your Dashboards outside Membrain without having to Export them by creating a Live Dashboard. Read more about this feature here.

Exporting Processes

To ensure that you can manage your workflows with ease, exporting processes is streamlined within Membrain. Whether you're looking to backup your processes, share workflows with colleagues, or transfer configurations to another environment, the process is straightforward.

Here's how to export a process:

1. Navigate to System Setup and select the process you wish to export from the process editor.
2. Once inside the process editor, click on More in the top right corner and select Export.
3. This action will prompt your computer to download the file. Simply click Save to proceed with the download.
4. Should you need to import this process at a later time, return to System Setup. Below all of your listed processes, you will find the option to Import, allowing you to seamlessly integrate the process back into Membrain.