You can export a full or partial list of various entries in mattero to a CSV spreadsheet, such as a list of all Matters or all Contacts in your organisation.
This spreadsheet will contain different information depending on which section of mattero it has been exported from, and will only export the columns displayed on your mattero screen at the time of export.
These exports can be used to import data into a third-party system, or provide a record of your activity in mattero.
To export a list from mattero:
- To export all items, select Bulk Actions, then select Export All.
Alternatively, to export only selected items, select two or more items from the list (use CTRL/Shift + Click to multi-select), then select Bulk Actions and Export Selected.
- A confirmation window will appear with the total number of items to be exported; select Export to export.
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