How it works

• Export process - Navigate to People tab, click the three dots menu, select "Export" to generate a downloadable CSV file instantly.

• Data scope - Export includes all records visible in your current view, respecting active filters and selected columns only.

• File format - Downloads as UTF-8 encoded CSV with proper formatting for dates, numbers, and special characters.

• Included fields - Both system and custom fields export based on your column selection, including all enriched data values.

• Performance - Large exports process in the background; very large datasets may require filtering for optimal performance.

• Use cases - Regular backups, data analysis in Excel/Sheets, migration to other systems, or compliance reporting.

• Limitations - Currently supports CSV format only; exports capture current state without historical versions.

Tips

• Apply filters before exporting to create targeted data sets for specific analysis 

• Hide unnecessary columns to create cleaner export files 

• Schedule weekly or monthly exports as part of your backup routine 

• Use descriptive filenames with dates for easy organization

FAQ

Q: Can I export other entities besides People?

 A: Yes, the same process works for Companies and other entities.

Q: What format options are available? 

A: Currently only CSV format is supported.

Q: Is there an export limit? 

A: No hard limit, but very large exports may timeout. Use filters for better performance.