In your deals or tickets home, ensure you're in the table format by clicking thelistViewtable iconin the upper left.
If you want to export all records, ensure you're in the All [records] tab. In the upper right, click Table actions and in the dropdown menu, select Export view.
If you want to export records that are in an existing custom view, click the tab of the view or click All views and click the view name. In the upper right, click Table actions and in the dropdown menu, select Export view.
In the dialog box, click the File format dropdown menu to select the format for your export file. Next, select either to Include only properties in the columnsor to Include all properties.
Click Export to receive an email with a download link to your export file.
Engagements in your record cannot be exported in-app. If you have the resources, you may work with a developer to use our engagements API endpoint.
Download the export file once you receive the email. After 30 days of being created, all download links to export files will expire.
Frequently asked questions
Can I export or share exported calls?
At this time, youcannotexport or share any recorded calls. If you have the resources, you may work with a developer to use our engagements API endpoint, where the ‘recordingUrl’ object links to a recorded call.
Can I export notes from my records?
Currently, youcannotexport notes added to your records. Notes are considered engagements and are not stored as properties for export.
If you have the resources, you may be able to work with a developer of your choice and use our engagements API endpoint to extract notes for individual records.