Export CRM Data

Zeevou lets you efficiently manage both individual and company guests, including downloading data, archiving, and unarchiving records.

Download Guest Data

• Click the Download icon to export guest data in XLSX or CSV format.

• This works for both individual and company guests.

Individual Guests

1. On the Individuals dashboard, click the three dots next to a guest to:

   • View their details

   • Archive the guest

• To unarchive an individual guest:

  • Click the arrow next to Individuals

  • Select Archived Individuals

  • Click the three dots next to the guest and choose View or Unarchive

• You can also use Inline Editing to update:

  • Name

  • Contact Info

  • Date of Birth

  • Other details

In order to export your previous guests' emails:

Step 1: Go to Guests ->Individuals.

Step 2: You can modify the grid  by the filters and the grid sign and choose the info you want to see.

Step 3: Click Export Grid.

Step 4: Choose the format of the file (CSV or XLSX).

Step 5: The file will be sent to your email address.

Company Guests

1. On the Companies dashboard, click the three dots next to a company to:

   • View their details

   • Archive the company

2. To unarchive a company guest:

   • Click the arrow next to Companies

   • Select Archived Companies

   • Click the three dots next to the company and choose View or Unarchive

This system ensures that your guest database stays organised while allowing easy access and updates when needed.