With KLEKSI, you can export any list to a CSV or Excel file. You determine which columns are exported and in what order they appear in the export file.


Export a list

1. Go to Lists via the menu on the left.
2. Find the list you want to export.
3. Click on the three dots next to the name of the list.
4. Select Export List.

On the export page you see:

• The name of the list.
• The number of objects being exported.
• The configured columns for the export.

Setting up columns
You can decide which data is included in the export file.

By default, the columns you last set in the object overview are used. You can adjust these settings during export.

Add columns

1. Click on Add Column.
2. Find the field you want to include in the export.
3. Select one or more fields.
4. Confirm your selection.

The selected fields are added to the list of export columns.

Repeat these steps until all desired columns have been added.


Remove columns
Do you not want to export a column? You can easily remove it from the list of selected columns before starting the export.


Change column order
The order of the selected columns also determines the order of the columns in the export file.

To adjust the order:

1. Click on the drag icon (the six dots) next to a column name.
2. Hold down the mouse button.
3. Drag the column to the desired position.
4. Release the mouse button.

Repeat these steps until all columns are in the desired order.


Choose file type
KLEKSI supports the following export formats:

• Excel (.xlsx)
• CSV (.csv)

Select the desired format before starting the export.


When do you choose Excel?
Excel is suitable when you:

• want to analyze data.
• want to work with multiple tabs or formatting.
• You want to open the file directly in Microsoft Excel.

When do you choose CSV?
CSV is suitable when you:

• You want to import data into other systems.
• You want to process the export in databases or scripts.
• You need a compact and universal file format.

Email address for export
Enter the email address where you want to receive the export file.

By default, the email address you used to log in is filled in, but you can change this if desired.

Start export
Click on Export to start the export.

KLEKSI generates the file in the background and automatically sends it to the specified email address as soon as the export is ready.


Important
You do not have to wait until the export is complete. You can simply continue working in KLEKSI while the file is being generated. As soon as the export is ready, you will automatically receive an email with the export file.