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Work with Records

With OroCRM, you can record, store, process, and analyze various customer-related data. This information may cover different areas, including personal and contact details, records of the customer activity, possible sales and arrangements, and many others. This can include any type of information necessary to monitor, manage, and understand specific customer-related activities.

In this article, we will review the ways that data is represented and managed in OroCRM. For each point that requires further explanation, you will find links to related documentation.


You can export records of some type (e.g. account details) in the .csv format following the Exporting Bulk Items guide. You can import the bulk details of updated or processed records in the .csv format following the steps described in the Importing Accounts guide.

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