How do I export records to a CSV file?

Export people, companies, deals or the records of a custom object to a CSV file, for a spreadsheet or another tool. You choose which records and which columns go in the file.

Step by step

1. Open the list to export, for example People, and click ••• at the top right of the list.

2. Click Export.

3. Under Scope, choose Current view (your filters, search and sort), Selected rows, or All people for every record of the list. Click Next.

4. Under Columns, tick the columns to include. Visible picks the columns of your view, All picks every column. Click Next.

5. Check the summary and click Start export. The file is prepared in the background, and you get an email and a notification with the download link.

Good to know

• To export a few records, tick their rows first, then click Export selected records (the download icon) in the bar at the bottom. The export opens with Selected rows chosen.
• An export holds up to 10,000 records and 8 MB. For more, filter the list and export it in several parts, or pick fewer columns.
• The download link works for 7 days after the export is ready.
• Linked records, members and select fields come out with their label and their ID, in two columns.
• Only fields are exported. Notes, tasks, activities, files and conversations are not in the file. Notes and tasks can be read with the API.

Related

• How do I import a CSV file?
• How do I merge duplicate records?
• How do views, filters and favorites work?