How can I export GoldMine opportunities?

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  4. How can I export GoldMine opportunities?
  1. Home
  2. Knowledge Base
  3. Excel
  4. How can I export GoldMine opportunities?
  1. Home
  2. Knowledge Base
  3. GoldMine
  4. How can I export GoldMine opportunities?

You can export GoldMine opportunities into CSV files in two ways:

1. Use Data2CRM service.

It allows you to export different modules or all the modules with saved relations between records. That means if you decide to transfer your data from CSV to another platform, it will have the same connections as it had in your GoldMine account.

2. Use the option GoldMine offers.

1. Press 'Go to' button at the main menu and click 'Opportunities':

[Migration from GoldMine] Opportunities export

2. Then, click the right mouse button right on opportunity record->Output to-> Excel:

Migration from GoldMine. Export opportunities data to excel

3. After that, just save opportunities data in CSV format and proceed with the further migration: go back to Data2CRM wizard and upload the files.

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