Please note: if you're experiencing trouble with an export (e.g., you're not receiving the email), the export file may be larger than 2GB. You may want to filter down your records and export in separate batches to receive the export faster.
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.
If you want to export records in an existing custom view, click All views, then click the view name.
Once you're in the view you want to export, 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 and select the format for your export file.
Please note: the file format XLS has a limit of 65,000 rows. If you're exporting more than 65,000 records, you should select another file format.
Select either to Include only properties in the columns of the table or to Include all properties.
Click Export. You'll 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. All download links to export files will expire after 30 days.
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 to export the notes data using our engagements API endpoint.
What are the row limits for different file formats?
XLS files supports up to 65,536 rows, XLSX files supports up to 1,048,576 rows, and CSV files support unlimited rows.