Exporting Your Data (CSV)
Download your contacts, deals, tasks, conversations or AI history as CSV. Each export is a button on that section's own page — there is no central export screen.
Steps
- Contacts: Contacts page → Export. Also available from Analytics.
- Deals / pipeline: Pipeline page → Export (top toolbar, next to Import). Exports the deals in your pipelines as CSV — this is the answer to "how do I export my deal pipeline".
- Tasks: Tasks page → Export.
- AI history: AI Receipts page → Export.
- The file downloads straight to your browser, named with today's date (e.g. pipeline-2026-09-21.csv).
Good to know
- There is no scheduled or automatic export — each one is a manual download.
- A full account export (everything at once) is part of the data-privacy tools in Settings > Privacy, not the per-page buttons.
- Exports respect what you can see: with visibility set to "owned", you export your own records, not the whole org's.
Example: A sales manager is asked for a board pack showing every open deal. She opens Pipeline, clicks Export, and gets pipeline-2026-09-21.csv with each deal, its stage and value — no report builder needed.
Troubleshooting
I can't find an Export option for deals
It is on the Pipeline page toolbar, not in Settings and not in a reports menu.
Fix: Open Pipeline and look along the top row of buttons: Export sits next to Import.
The downloaded file is empty
The export follows your current visibility and filters — an empty result means nothing matched.
Fix: Clear filters on the page, confirm you can see rows on screen, then export again.