Any data can be exported from a standard or custom Report for any data type. You can create a custom report to select those data records that you would like to export, then run the report and select which of the data records in the report you would like to export. Click the export button to download a .csv file containing the records you have selected for export. This file can be used for import into other programs such as Excel or for manual integration of your Salesboom data with other applications.
Mail merge your customer data into your documents for mailing or emailing
Salesboom Mail Merge is a simple way to perform a find/replace of specific portion of a document with the corresponding Salesboom field values for each record in a custom report. All Mail Merge implementations are compatible with Microsoft Word and WordPerfect documents as well as any OpenOffice.org compliant documents.
Create a new document with a file that defines a mail merge document. (like a mailout) and replaces tags with the field values of for each record to be merged. Perfect for sending out customized mailings to your leads, accounts, contacts and opportunities via email, direct mail or for mass creation of quotes, contracts, documents, etc.
To accomplish any of the mail merges – email or direct mail, you must first create a template that is written and formatted using Microsoft Word or any OpenOfice.org compatible document. Any piece of information in your document template can be replaced by the specific value of any Salesboom field so that the resulting Mail merge document or email blast is personalized to the recipient. All you need to do is backspace out the first name of the recipient with a tag <<first_name>> and repeat for any field you would like customized to the recipient’s data stored in Salesboom CRM. Salesboom provides a web based Mail Merge tag generator that can generate the tags you need replacing with dynamic content pulled from your real time company data. You can be pretty careless with your naming; for example << Field NAME>> and <<fIeld Name>>, etc. will all work.
Simply create a custom report on any object type and get exactly the object you are looking for. So if we had 50 records to mail merge, the document would be 50 pages Long. The result is a downloadable Micorsoft Word or OpenOffice.org compatible document that can be printed on letters, postcards, labels, stickers, etc.
Email Merge
To perform a mail merge, create a custom report and click "Send Mass E-Mail" button on report results page.
The e-mail merge works for Plain Text/HTML formatted e-mails.
Merge with Excel and Open Office
I successfully created a spreadsheet through Java in Open Office, formatting the text and setting up columns and formulas. ("First Step" chapter of the Developer's Guide) I am now working on documents and will do find/replace next (for my mail merge tags, I have a code snippet from the developer's guide that does this.) and learn more about adding to my document. (I will have to make n copies of the document inside of one single document to create a maill merge for n record.)