Help Center
DocsExporting Data
Export CRM data to CSV, JSON, or Excel, with column selection, filters, and background processing
Open the Admin section
Pick an entity to export
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.
- 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. JSON files include up to 50,000 matching records; use CSV or Excel when you need a larger complete data set.
- Excel. Best for sharing. Native
.xlsxfile. Preserves multi-line cells and Unicode without escaping.
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 all links 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.
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 export. CSV exports estimated at 5,000 rows or fewer stream directly to the browser. The download begins immediately while the matching records are read in bounded batches.
- 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 download is ready.
- Large download parts. Small completed exports remain one file. If a completed export is too large for one safe storage object, Export History shows ordered parts. Download each part explicitly; Laureo does not trigger a browser-blocked batch of automatic downloads.
- Export volume. CSV and Excel background exports have no plan-tier row quota and support million-row jobs through ordered parts. Operational safety limits still apply to exceptionally large jobs. JSON stops at 50,000 matching records, so choose CSV or Excel when the complete result is larger.
- Concurrency limit. The organization can run one export at a time on Pro, three on Business, or five on Ultra. No single user can run more than three at once. If the current limit is full, wait for an active export to finish and try again.
The Export History panel on the right of the page lists the organization's 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 across the completed export files. | number |
| File size | Aggregate size across all parts, 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". Completed files remain available for 48 hours. | text |
| Download / Retry button | Ready single-file exports get one download button. Multipart exports show an ordered list of part buttons. Failed exports get a retry button that re-runs the same entity, format, filters, and columns. | button |
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.
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).