Export records from the CRM
Download a list as a CSV exactly as filtered, or download your CRM setup as a file. Held details stay held.
You will have a CSV on your computer.
Export a list
- Open Companies, People, Leads inbox or Deals.
- Set the filters, tabs and search so the list shows what you want.
- Press Export at the foot of the page, or at the top of the list.
- The file downloads. The page says how many rows were exported "as the list is filtered".
Export only some rows
- Tick the rows.
- Press the export button for the selection. The file is named after the view with
-selectedon the end.
What is in the file
Every field the list shows, one column each, with the field's name as the heading. Fields you have hidden are not in it.
Held details stay held
Bank details, date of birth and home address are never in an export. An owner or admin can ask for one held detail by name on a record, and every such request is logged.
Export your setup
On Templates inside Customise, you can save your CRM's setup (fields, stages, views, hidden and removed items) as a .adapt-template.json file. It holds no records.
What does not happen
- An export does not change anything in the CRM or the UK book.
- There is no scheduled export.
- To take a person's data out, ask for a data request. See Data requests: access, erasure and objection.