Export
Export data and process it externally
Short answer
Exports and reports bring together the main export routes: member CSV, contact vCard, chronicle PDF and audit extracts.
Definition
intraOnline supports different export formats per module, for onward processing and documentation.
Member data can be imported and exported as CSV, contacts as vCard and chronicle posts as PDF.
Audit logs can also be filtered and exported for review or compliance purposes.
Without clear export paths
Data has to be copied by hand and loses structure and reliability when handed over.
With exports and reports in intraOnline
Each area uses the right format directly in its module and can process data cleanly onward.
How it works
CSV
Export data for Excel, BI tools or archiving.
Filtered exports
Use filters to export exactly the records you need.
Prepare automation
Feed exports into workflows or combine them with the REST API.
In practice: month-end and reporting
At month-end the administration exports member data as CSV for reconciliation, contacts as vCard for the CRM and a chronicle post as PDF for the record. For an internal review a filtered audit log extract is added. The result is a consistent set of data across several target systems.
Benefits
- The right export format for each use case
- A quick handover to third-party tools without manual preparation
- Better traceability in reporting and review
- Fewer transfer errors when passing data on
Frequently asked questions
Related topics
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