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Export CRM data to CSV files
Accessing Data Export
Navigate to the export page from the Admin menu.
Open the Admin menu
Select Data Export
Selecting an Entity Type
Choose which type of data you want to export.
The export page lets you select the entity type you want to export. Available entity types include Companies, People, Opportunities, Activities, and other CRM records. Select your desired entity from the dropdown to proceed.
Applying Filters
Narrow down the data included in your export.
Before exporting, you can apply filters to limit the records included in the CSV file. Available filters vary by entity type but typically include:
- Status — Filter by active, inactive, archived, or other status values.
- Owner — Export only records assigned to a specific user.
- Date Range — Limit records by creation date or last activity date.
- Type / Category — Filter by entity-specific classifications.
CSV Format
Understand the structure of exported CSV files.
All exports are generated in CSV (Comma-Separated Values) format, which is compatible with Excel, Google Sheets, and other spreadsheet applications. The first row contains column headers matching the field names in your CRM. Standard fields are always included, and any custom fields configured for the entity are appended as additional columns.
Streaming Export
How the CRM handles large data exports efficiently.
Exports use a streaming approach to handle large datasets without timeouts or memory issues. Records are fetched in paginated batches of 5,000 rows and streamed directly to your browser as a downloadable CSV file. This means the download begins immediately rather than waiting for all data to be assembled.
- General limit — Up to 100,000 rows per export across most entity types.
- People export cap — People exports are capped at 10,000 rows to manage file size and processing time.
- Custom fields — All custom field values are included as additional columns in the export.
Custom Field Inclusion
Custom fields are automatically included in your exports.
Any custom fields configured for the selected entity type are automatically appended to the export as additional columns after the standard fields. The column headers use the custom field names as defined by your administrator. Multi-select field values are joined with commas within a single cell.