Export 

Download your CRM data for analysis, reporting, or backup.

Dalil allows you to export data from any entity view (People, Companies, etc.) directly into CSV format. This is useful for sharing reports, syncing with other tools, or storing data externally.

To export data:

• Go to the relevant tab (e.g., People)

• Click the ⋮ menu in the top-right of the table

• Select Export to download a CSV file
  
  

What gets exported:

• Records visible in your current view

• All displayed fields (custom + system)

• Data in UTF-8 encoded CSV format
  
  

Limitations:

• Only CSV format is supported

• Historical versions aren’t included

• Very large exports may fail—use filters to reduce scope
  
  
  

Tips:

• Apply filters to export only the data you need

• Hide unused columns for cleaner output
  
  

Keep monthly backups for compliance and analysis.