Usage Requirements
To use the CSV Export Module, the plugin must be properly installed and activated within the vtenext environment.
At the end of the installation process, it is essential to verify that no errors occurred and that the plugin appears as active in the Installed Modules section. An incomplete installation or a disabled plugin will prevent the export process from functioning correctly.
It is also necessary to ensure that the folder storage/CSVExporter/ has the appropriate write permissions. Otherwise, the system will not be able to generate or save the exported CSV files.
Finally, some basic user knowledge is required, particularly in the following four areas:
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CRM module knowledge: understanding the structure of the modules to be exported, the types of fields used, relationships between entities, and business logic.
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CSV format basics : familiarity with field separators (
;,,), text delimiters ("), line endings, and compatibility with software such as Excel, LibreOffice, or Google Sheets. -
Character encoding management: using UTF-8 encoding to ensure correct display of accents, symbols, and special characters in exported files.
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File organization: managing folder structures, applying consistent file naming, and implementing backup strategies to maintain order and data security.