Export
Export downloads a dataset from your company workspace as a file — quotations, customers, tracking sessions or email subscriptions — so you can open it in a spreadsheet or load it into another system.
Where to find it
Manager → Data → Export.
You can also reach it from the Export button in the toolbar of the Quotations page and of Subscriptions.
The page needs the manage → exports permission — see User settings.
How it works
The page is three choices and a button.
- Dataset (Dataset) — what you want.
- Date (Datum) — over which period. Only shown for datasets that have a date.
- Format (Formaat) — JSON or CSV.
- Click Export (Exporteren). The result appears below, where you can Copy (Kopiëren) it to your clipboard or Download (Downloaden) it as a file.
The line above the button always spells out what will happen ("Fetches all quotations and exports them as a CSV file"), so you can check your choices before you run it.
Datasets
| Dataset | Dutch | Contains |
|---|---|---|
| Quotations | Offertes | Every quotation of your company, including the ones where your company is the dealer, with the dealer name. Date filter available. |
| Customers | Klanten | The customers of this company only. |
| Tracking | Tracking | All configurator sessions — the raw data behind the Marketing dashboard. Date filter available. |
| Email subscriptions | E-mailabonnementen | Every subscriber, both confirmed and pending. See Subscriptions. |
Date range
For Quotations and Tracking a date picker appears; its window has the presets 7d, 30d, 90d, 1y (1jr) and All (Alles). All is selected by default. Pick a range or choose All — the export does not start until one of the two is set.
Customers and Email subscriptions are always exported in full.
Format
| Format | Best for |
|---|---|
| CSV | Spreadsheets — Excel, Numbers, Google Sheets — and most import tools. |
| JSON | Structured and readable; use it when another system reads the file, or when a record has nested data. |
Tips
- Exporting is read-only. Nothing in your workspace changes, so you can run it as often as you like.
- A large Tracking export can take a while. A status bar at the top of the manager shows how many rows have been fetched, with a Cancel (Annuleren) button. You can keep working on other pages; when the export is ready, Go to export (Ga naar export) brings you back to the result.
- For very large exports the preview on the page is shortened; Copy and Download always give the full export.
- Need one dealer's quotations instead of everything? The export has no dealer filter, but the quotation export does include the dealer name as a column, so you can filter on it in your spreadsheet. For per-dealer figures, see the Dealers view of Quotations.
- Tracking is only recorded for products where you switched it on. If the export is empty, see Enable tracking.
Further reading
- Marketing dashboard — the same tracking data, visualised
- Subscriptions — where the email subscriptions come from
- Submissions & outputs — what creates a quotation
- Quotes pipeline — working with quotations in the manager