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  • David Sheiles 55 posts 268 karma points
    4 days ago
    David Sheiles
    0

    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?

  • Theo Paraskevopoulos 32 posts 121 karma points
    4 days ago
    Theo Paraskevopoulos
    1

    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

  • David Sheiles 55 posts 268 karma points
    1 day ago
    David Sheiles
    0

    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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