Export Vtiger CRM Data to Excel in a Few Clicks
Export selected records or complete list view results from Vtiger CRM directly to an XLS file. Choose the columns you need, work with standard or custom modules and analyze CRM data in Excel without manually copying rows or converting CSV files.
All Access starts from €4 now| Organization | Country | Assigned To | Revenue |
|---|---|---|---|
| Acme Systems | Germany | Sarah | €84,500 |
| Northwind | Netherlands | Martin | €61,200 |
| Blue Peak | Austria | Sarah | €43,900 |
| Vector Labs | Slovakia | Peter | €37,600 |
Stop copying Vtiger data into spreadsheets manually
CRM users often need Excel for management reviews, finance checks, customer lists, sales analysis or further data processing. The problem begins when getting clean data out of Vtiger takes more time than working with it.
Manual copy and paste
Copying rows from the browser into Excel is slow, formatting can break and users may accidentally omit important records or columns.
Unnecessary CSV conversion
CSV files may require delimiter, encoding or column format adjustments before business users can work with the data comfortably in Excel.
Technical export requests
A routine business export should not require a database query, a custom script or developer access every time a user needs current CRM data.
What is XLS Export for Vtiger CRM?
XLS Export is an extension that lets users export Vtiger CRM list view data directly into an XLS file. It works with standard and supported custom modules in Vtiger 7.x and 8.x.
Users can export selected records or all records available in the current list view and choose either all module fields or only the columns displayed in that view. The downloaded file can then be opened and processed in Excel or another compatible spreadsheet application.
Export the right Vtiger data in a format your team can use
XLS Export keeps the process inside the Vtiger list view and gives users practical control over which records and columns are included in the spreadsheet.
From a Vtiger list view to an Excel file in four steps
The extension adds a direct export action to the list view, so users can prepare a spreadsheet without leaving the module or setting up a custom report first.
Open a module list view
Open Organizations, Contacts, Products, Invoices or another supported standard or custom module.
Select the records
Select specific records or prepare the current list view containing the complete set of records you want to export.
Choose export content
Decide whether to export selected or all list view records and whether to include all fields or current view columns.
Download the XLS file
Run the Export to XLS action and open the generated spreadsheet for analysis, sharing or further processing.
XLS Export for Vtiger CRM
IT Solutions4You XLS Export is designed for teams that regularly need to move list view data from Vtiger into an Excel compatible file without building custom exports.
- Supports standard and supported custom modules
- Exports selected records or all current list view data
- Exports all fields or only current view columns
- Supports Vtiger 7.x and Vtiger 8.x
- Included in All Access, which starts from €4 now
When XLS Export is more practical than manual spreadsheet work
The best method depends on whether the export is a one time technical task or a repeated business process handled by ordinary CRM users.
| Export method | Typical result | Main limitation | Best use |
|---|---|---|---|
| Manual copy and paste | Visible browser data copied into a spreadsheet | Slow, inconsistent and easy to repeat incorrectly | Very small one time selections |
| Standard CSV export | Text based data file | May require delimiter, encoding or formatting adjustments | Technical processing and system exchange |
| Custom database query | Highly specific data extraction | Requires database access and technical knowledge | Complex one time data requirements |
| XLS Export | Excel compatible file created from the Vtiger list view | Initial extension installation and license required | Repeated exports by sales, finance, operations and management users |
Teams that benefit from direct Vtiger Excel exports
The same export action can support different departments whenever CRM data needs to be reviewed, shared or processed outside Vtiger.
Sales analysis
Export leads, opportunities or organizations for pipeline review, territory analysis and management meetings.
Finance checks
Export invoices, sales orders or other supported records for reconciliation, review and additional spreadsheet calculations.
Customer lists
Prepare selected contact or organization data for controlled internal review, segmentation or approved business processing.
Custom processes
Export data from supported custom modules created for installations, service work, contracts or industry specific records.
Get XLS Export in All Access from €4 now
XLS Export is included in the All Access package, which starts from €4 now. The package combines XLS Export with the complete collection of IT Solutions4You Vtiger extensions under one subscription.
Use the online demo to test the XLS export workflow before choosing the package. You can also open the XLS Export product page to see other available pricing options and complete extension details.
FAQ about exporting Vtiger CRM data to Excel
Clear answers for Vtiger Open Source users comparing Excel export options and deciding whether XLS Export fits their workflow.
Can Vtiger CRM export data to Excel?
Yes. With the XLS Export extension, users can export data from supported Vtiger list views directly into an XLS file that can be opened in Excel or another compatible spreadsheet application.
Does XLS Export create an XLS or CSV file?
XLS Export creates an XLS file. This avoids the extra CSV conversion and delimiter adjustments that business users may otherwise need before working with the data in Excel.
Which Vtiger modules can be exported?
XLS Export supports standard Vtiger modules and supported custom modules. This allows the same export workflow to be used across different CRM areas.
Can I export only selected Vtiger records?
Yes. You can select specific records in the module list view and export only those records instead of exporting the complete list view result.
Can I export all records from the current list view?
Yes. The export options allow you to export all data available in the current list view, which is useful after preparing the list view you need.
Can I choose which columns are exported?
Yes. You can export all available fields or only the columns currently displayed in the Vtiger list view.
Can product information from invoices be exported?
Yes, but at least one product information field must be selected for export when you want to include product data from an inventory record such as an Invoice.
Does exporting change any CRM records?
No. Exporting creates a spreadsheet file from the selected CRM data and does not update the original Vtiger records.
Can edited Excel data be imported back into Vtiger?
XLS Export does not import data. For a controlled Excel import workflow, use the separate XLS Import extension and review field mapping and duplicate settings before updating CRM data.
Which Vtiger versions are supported?
XLS Export is prepared for Vtiger CRM 7.x and Vtiger CRM 8.x. Check the current product information before installing it on a customized production system.
Is XLS Export available in All Access?
Yes. XLS Export is included in the All Access package, which starts from €4 now. Other available pricing options are listed on the XLS Export product page.
Can I try XLS Export in an online demo?
Yes. Open the IT Solutions4You demo to see and test XLS Export in a prepared Vtiger CRM environment.
Make Vtiger data easier to use in Excel
If your team repeatedly copies CRM records, converts CSV files or asks a developer for basic exports, XLS Export can shorten the process. Open the right list view, choose the records and columns and download an Excel compatible file directly from Vtiger CRM.
Explore more Vtiger data solutions
Combine XLS Export with XLS Import for spreadsheet based data updates or use Reports 4 You when your team needs advanced reports, charts and scheduled report delivery.