Export your CRM data

You will have a CSV on your computer with what the list shows.

Export a list

1. Open Companies, People, Leads inbox or Deals.
2. Set the filters, tabs and search so the list shows what you want. Hidden columns are not exported.
3. Press Export at the foot of the page, or at the top of the list.
4. The file downloads. The page says how many rows were exported "as the list is filtered".

Export only some rows

1. Tick the rows.
2. Press the export button for the selection. The file is named after the view with -selected on the end.

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 is in the file

Every field the list shows, one column each, with the field's name as the heading. Bank details, date of birth and home address are never in an export.

What does not happen

• An export does not change anything in the CRM or the UK book.
• There is no scheduled export.
• To take everything out for one person, ask for a data request: Data requests: access, erasure and objection.

Tip: the file imports into another CRM, and Adapt's own importer reads files from HubSpot, Pipedrive, Salesforce, Zoho and Attio: Import from another CRM. More: Export records from the CRM.