{"id":21513,"date":"2019-11-29T09:29:31","date_gmt":"2019-11-29T08:29:31","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=21513"},"modified":"2025-11-18T09:52:56","modified_gmt":"2025-11-18T08:52:56","slug":"export-de-date","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/export-de-date\/","title":{"rendered":"Export de date"},"content":{"rendered":"

Folosind aceast\u0103 op\u021biune, po\u021bi exporta date din MiniCRM.<\/p>\n

Po\u021bi opta pentru a exporta datele de pe cardul de oportunitate, sau doar datele de contact.<\/p>\n

Pentru a exporta date din MiniCRM ai nevoie de drepturi de administrator.<\/div>\n

Export de date<\/h3>\n

Pentru a exporta date este nevoie s\u0103 creezi un filtru. Po\u021bi consulta pagina dedicat\u0103<\/a> acestui subiect dac\u0103 ai nevoie de ajutor. Dup\u0103 ce ai pus toate condi\u021biile de care ai nevoie, salveaz\u0103 filtrul \u0219i apoi d\u0103 click pe butonul Export\u0103,<\/em> select\u00e2nd op\u021biunea Excel<\/em>. \u021ai se va genera un fi\u0219ier care va con\u021bine toate cardurile afi\u0219ate \u00een filtru.<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

Dac\u0103 ai nevoie s\u0103 expor\u021bi doar anumite date, apas\u0103 pe\u00a0Vederea tabelar\u0103\u00a0<\/em>\u0219i selecteaz\u0103 c\u00e2mpurile pe care dore\u0219ti s\u0103 le expor\u021bi. Po\u021bi ad\u0103uga c\u00e2mpuri prin click pe butonul\u00a0Adaug\u0103 c\u00e2mp\u00a0<\/em>sau po\u021bi elimina c\u00e2mpuri prin click pe X. \u00cen sistem vei putea ad\u0103uga maximul 6 c\u00e2mpuri \u00eens\u0103 dac\u0103 adaugi mai multe, acestea vor fi vizibile doar \u00een fi\u0219ierul exportat.<\/p>\n

Aten\u021bie: \u00een cazul unui export cu peste 10.000 de r\u00e2nduri, fi\u0219ierul desc\u0103rcat o s\u0103 fie \u00een format .CSV, \u00een loc .XLS<\/div>\n

Cum po\u021bi p\u0103stra formatul fi\u0219ierul .XLS<\/p>\n

    \n
  1. Po\u021bi exporta fi\u0219iere multiple care au sub 1000 de r\u00e2nduri<\/li>\n
  2. Dac\u0103 deschizi fi\u0219ierul .CSV \u00een Google Sheets se va afi\u0219a ca unul .XLS \u0219i po\u021bi s\u0103 \u00eel descarci din nou de acolo, \u00een ce format dore\u0219ti<\/li>\n
  3. \u00cen Excel, click pe op\u021biunea \u201dData\u201d din meniul de sus. Selecteaz\u0103 “New Query”, apoi “From File” \u0219i apoi “From CSV.” Alege fi\u0219ierul dorit \u0219i alege din meniul “File Origin” op\u021biunea “Unicode (UTF-8)”<\/li>\n<\/ol>\n

    Sincronizarea cu Google Sheets (Foile de calcul Google)<\/h3>\n

    Sistemul \u00ee\u021bi permite s\u0103 expor\u021bi datele dintr-un filtru \u00eentr-un fi\u0219ier Google Sheets. Odat\u0103 exportate, datele se vor actualiza automat la fiecare or\u0103.<\/p>\n

    Pentru mai multe detalii legate de exportul datelor precum \u0219i utilizarea acestora \u00een Google Sheets, consult\u0103 pagina dedicat\u0103<\/a> acestui subiect.<\/p>\n

    Export de contacte<\/h3>\n

    Dac\u0103 dore\u0219ti s\u0103 expor\u021bi doar datele de contact, dup\u0103 ce ai creat \u0219i salvat filtrul, alege op\u021biunea\u00a0Contacte\u00a0<\/em>– Excel<\/em>. Se va genera un fi\u0219ier care va con\u021bine doar datele de contact ale persoanelor\/companiilor de pe cardurile din filtru.<\/p>\n

    \"\"<\/p>\n

    \n","protected":false},"excerpt":{"rendered":"

    Folosind aceast\u0103 op\u021biune, po\u021bi exporta date din MiniCRM. Po\u021bi opta pentru a exporta datele de pe cardul de oportunitate, sau doar datele de contact. Pentru a exporta date din MiniCRM ai nevoie de drepturi de administrator. Export de date Pentru a exporta date este nevoie s\u0103 creezi un filtru. Po\u021bi consulta pagina dedicat\u0103 acestui subiect […]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2527,2521],"tags":[1377,1263,1281],"class_list":["post-21513","post","type-post","status-publish","format-standard","hentry","category-export-salvare-date","category-introducere-si-descarcare-de-date","tag-export-ro","tag-filter-ro","tag-project-ro"],"yoast_head":"\nExport de date - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Folosind aceast\u0103 op\u021biune, po\u021bi exporta date din MiniCRM. 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