Exporting Data

Overview

Your Junari system has built-in data export capabilities.

Notes

• You may be limited to exporting 5,000 records at a time.  This is to prevent any specific system from overloading one of our servers, and can be overcome by filtering your list to show subsets of records and running multiple exports.

• Your system may look different to the one shown here.  This will likely be because (1) we've customised your system, (2) you're using an industry-specific product that we've developed, or (3) you're using Junari's legacy system which was built prior to 01/01/2019.

How to export data from your system

1. Go to the list of data you wish to export

e.g. Address Book or Customer Service

2. Filter the list using the Search box

So that only the data you wish to export is shown

NOTE: if you want to export a large number of records, make sure they are all shown, by clicking the record pager (highlighted in Blue in the screenshot above), and changing the record limit so that all records are listed.

3. Select the records to be exported

Using the checkbox in the top-left of the list (next to the first column heading) to select all records

4. Select Actions -> Export

5. Choose Export Options

• If you want to use the export to update data in your system using the export (e.g. quickly update a set of phone numbers), select the "I want to update data" checkbox

• Select the Export Format - XLSX (Microsoft Excel File) is normally best, to avoid e.g. issues with leading zeros on phone numbers going missing!

• Select the fields to export. You can optionally use the "Template" drop-down in the top-right to select an existing Export Template, or create a new one.

• Finally click the Export button to download the data