If this is an one-off just export straight from the database. Otherwise, you need to extend Pipeline.
First write a surface controller that calls the ContactService.GetAll() method and returns whatever columns you need in a CSV. See here for more info on using the Services.
Second, add a link to call the surface controller in the back-office - possibly to the menu on the Contacts grid view?(/AppPlugins/PipelineCRM/views/gridcontacts.html)
Give that a go and let me know how it goes. Bonus point: do it the source code and submit a Pull Request so that others will benefit!
Export Client details as a CSV
I'm looking to be able to export the customer list as a CSV file.
Does Pipeline support this or can you suggest the best way to approach extending Pipeline to do so?
Hi David
If this is an one-off just export straight from the database. Otherwise, you need to extend Pipeline.
First write a surface controller that calls the ContactService.GetAll() method and returns whatever columns you need in a CSV. See here for more info on using the Services.
Second, add a link to call the surface controller in the back-office - possibly to the menu on the Contacts grid view?(/AppPlugins/PipelineCRM/views/gridcontacts.html)
Give that a go and let me know how it goes. Bonus point: do it the source code and submit a Pull Request so that others will benefit!
Cheers
Theo
Fantastic, thanks Theo. You've done the hard work for me. Sorry, I hadn't seen that there were docs, so that's a great help.
If the project goes ahead, there will be a pull request coming your way!
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