Help Center

Docs

Everything you need to know about using Laureo

Exporting Data

Export CRM data to CSV, JSON, or Excel — with column selection, filters, and background processing

Manager or Admin access required

Data export is restricted to users with the Manager or Admin role (or any custom role that carries the equivalent permission). If you do not see the Data Export option in the Admin menu, contact your administrator to request the appropriate permissions.

Accessing Data Export

Navigate to the export page from the Admin menu.

Open the Admin section

Open the Admin area from the sidebar and find Data Export in the admin navigation.

Pick an entity to export

On the left-hand builder panel, click any entity tile under Records, Sales, Service, or Configuration. The builder reveals format / column / filter controls only after you select an entity.

Entity Selector

Every record type that can be exported.

The entity grid is grouped into categories so you can find the record type quickly: Companies, People, Opportunities, Activities, Tasks, Projects, Tickets, Quotes, Invoices, Products, Campaigns, Campaign Emails, Surveys, Survey Responses, Tags, Workflows, Contact Groups, Territories, Goals, and Knowledge Base Articles. Tiles show the entity name and a short description; the currently selected tile is highlighted with a ring.

Format Selector

Choose the output format.

CSV — Best for spreadsheets. Comma-separated values, opens in Excel, Google Sheets, and Numbers. The first row is column headers; custom field values become additional columns at the right.
JSON — Best for developers. Structured array with one object per record. Easier for downstream pipelines and migrations than CSV.
Excel — Best for sharing. Native .xlsx file. Preserves multi-line cells and Unicode without escaping.

CSV exports can stream instantly

Small CSV exports (under 5,000 rows) stream directly to your browser as a download — no waiting, no email, no queue. JSON and Excel always run in the background regardless of size.

Column Picker

Choose which fields end up in the file.

Click Columns to expand the picker. Columns are grouped by purpose (e.g., Identity, Contact, Lifecycle, Custom). Each group has its own All / None toggle, and the global Select all / Deselect alllinks act on every group at once. The counter pill (e.g., “12 of 28”) shows how many columns are currently selected; you cannot start an export with zero columns. Custom fields configured for the selected entity are automatically appended to the file regardless of which columns you tick in this picker.

Filters

Narrow down the records in the export.

Click Filters to expand the filter form. The fields shown depend on the entity:

Archived — For entities with an archive flag, choose Active, Archived, or All.
Owner / Status / Category — Dropdown filters narrow records by assigned user, lifecycle status, or category.
Date range — Many entities expose a start/end date pair (created date, due date, close date).
Search — Free-text fields run a case-insensitive contains search against the relevant column.
Numeric thresholds — Filters like “value above” or “rating equals” accept whole numbers.

The active filter count is shown on the filter header and Clear all resets every filter for the current entity at once.

Instant vs. Background Exports

The 5,000-row threshold and how delivery works.

Instant export — CSV exports estimated at 5,000 rows or fewer stream directly to the browser. The download begins immediately and progresses as records are fetched in 5,000-row pages from the database.
Background export — Larger CSV exports, and every JSON / Excel export, are processed in the background. A row is created in the Export History panel with a Pending badge that flips to Processing once the queued worker picks it up, then to Ready when the file is ready to download.
Quota enforcement — Each export is checked against your plan's monthly export-row quota before the job starts. Hitting the cap returns a quota error with the upgrade CTA — the export is not consumed against an exhausted budget.
Concurrency limit — Each user can only have one export in progress at a time. Submitting a second while one is queued returns a 429 with a 60-second Retry-After window.

Export History

The right-hand panel tracking every export you have started.

The Export History panel on the right of the page lists your 50 most-recent exports. Each item shows:

Field	Description	Type
Entity	The exported record type, with the format badge (CSV, JSON, XLSX).	badge
Row count	Total rows in the file once processing completed.	number
File size	Final file size, formatted in B / KB / MB / GB.	number
Relative time	How long ago the export was started (e.g., 2m ago, 3h ago, 4d ago).	text
Status	Pending / Processing / Ready / Failed / Expired. Processing has an animated dot. Failed surfaces the error message inline.	badge
Expiry countdown	For Ready exports, shows "Expires in Nh" or "Expires in Nd". Files older than the retention window are auto-cleaned by a nightly cron.	text
Download / Retry button	Ready exports get a download button (opens a signed URL in a new tab). Failed exports get a retry button that re-runs the same entity, format, filters, and columns.	button

Expired exports return 410 Gone

If you try to download an export after its expiry window, the server returns 410 Gone and the history row flips to Expired. Re-run the export with the retry button or build a new one — the original filters and columns are preserved on each history row.

CSV format

The on-disk shape of a CSV export.

CSV files are UTF-8 with a leading Byte Order Mark (BOM) so Excel renders Unicode characters correctly. The first row is column headers matching your column-picker selection plus every custom field for the entity. Cells with commas, quotes, or newlines are double-quoted and inner quotes are escaped per RFC 4180. Multi-select tag / option fields are joined with commas inside a single quoted cell.

Audit trail

Every export is recorded for compliance.

Each export start emits a Data Export security event with the entity type, format, applied filters, selected columns, the requesting user, and their IP / user agent. Volume or velocity anomalies upgrade the event to Suspicious Export. Both types are visible on the Security Dashboard under the Data Access category alongside GDPR Data Erasure events. The retention of these audit rows is governed by the Data Retention policy for security_events (SOC 2 minimum 365 days).

Data subject portability is a separate flow

For GDPR Article 20 (right to data portability for a single subject), use the Data Privacy & GDPR console — it generates a structured JSON file with the subject's person record, activities, emails, tags, consent history, and attachment metadata. This page is for bulk operator-driven exports across multiple subjects.