Query and export your data

The workflow starts by pulling the records you want into a spreadsheet.

Build a query

Open Sales Data → Search CRM:

1. Pick an object — Account, Opportunity, Contact, Lead, or any custom object you have access to.
2. Choose fields by ticking them. You can pull in related fields from parent records too — Account.Industry on an Opportunity, Owner.Email, and so on — with no joins to write.
3. Add filters with the operators you’d expect (equals, contains, greater than, in list).
4. Click Run to preview the results.

Prefer to write it yourself? Toggle the Advanced SOQL editor and edit the query directly.

Export

Once you’re happy with the results, choose Export:

• Excel (.xlsx) — restricted picklist fields become real Excel data-validation dropdowns, so whoever edits the file can only pick valid values. No more Closed Won vs closed won clean-up later.
• CSV — a plain export when you don’t need the dropdowns.

The exported file carries a hidden [Upcells] metadata sheet describing the field types, so Upcells can read your edits back accurately.

Saved queries

Save any query you run regularly. You can export saved queries as a JSON file and share them with your team — they import them into their own Upcells and the same workflow runs on their org.

What’s next

Edit the file, then push your changes back with a diff preview.