Export your data

Need a spreadsheet of your people? You have two routes — a one-click export for right now, and saved templates for exports you run again and again. Both produce a CSV.

• Quick export — from the Contacts page toolbar, next to Import. Exports the contacts matching your current filters.
• Export templates — a saved definition of what object and which columns to export, so a recurring export is one click every time.

An export template lets you pick the object — Contacts or Leads — then choose exactly the columns to include and their order.

• Pick columns — system fields (name, email, tags, created date), your custom fields, and lead fields like Stage.
• Save & reuse — name the template and it’s ready to run whenever you need that exact export.

Running a template (or a quick export) produces a CSV download you can open in Excel or Google Sheets. From there it’s yours — to back up, re-import after edits, or analyse.

• Exports respect your filters. A quick export from a filtered Contacts view gives you just those people — filter first to export a precise segment.
• Templates save you repeating yourself. If you export the same columns every month, save it as a template once and run it on demand.
• Phone splits into parts. For contacts you can export the full number, or the country code and national number as separate columns — handy for other systems.
• Exporting is an admin capability. Creating export templates is permission-gated — if you don’t see it, you may not have the right role.
• It’s your data — handle it with care. An export is a file of personal information. Store it securely and delete it when you’re done.