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ExcelSmart is an Excel toolbar that makes it easy to load data from SmartCompany directly into Excel. You can load accounts, contacts, projects, opportunities and orders into Excel. Great for reporting and running mail merges.

Load SmartCompany data into Excel in 5 easy steps:

1. Choose the type of data to import:

Choose data type

2. Select criteria for your chosen data:

Choose data criteria

3. Choose the data fields you want:

Choose data fields

4. Choose the order of the fields:

Choose field order

5. Import into Excel!


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