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Exporting Records from Skara CRM To export the records from Salesmate, please follow the below steps:
  • Navigate tothe Profile Icon on the top right corner
  • Click on the Set-Up
  • Head over to the Manage Data category
  • Click on Export Data
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  • Download the exported Zip Folder >> Go to the download folder, Right Click and click on Extract All.
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  • Now right-click on the excel file, click on Open With, and select Notepad.
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  • In Notepad, click on File on the top left >>Save As.
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  • In the File name, add a .csv extension and select UTF-8 in encoding.
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  • Save the file, Now go to the same file in the folder and open it with Excel.