Export accounts or contacts to CSV
Export lets you pull a selected set of accounts or contacts out of the workspace as a CSV file, choosing exactly which fields each row should contain. Use it when you need the records in a spreadsheet, a report, or another system. The export runs as a background job and the finished file shows up in the task feed for you to download.
Export is hidden in a read-only session. You need an editing seat to start one.
Before you start
Section titled “Before you start”You first need a set of records to export. Open the Accounts list or the Contacts list, filter to what you want, and select the rows. The Export button stays disabled until at least one record is selected. See Filter accounts and Filter contacts for narrowing the list.
- On the Accounts or Contacts list, select the records you want. Check individual rows, or use the Select all button in the bar that appears to select every row on the current page.
- In the actions bar that appears for the selected rows, click Export.
- The Export accounts (or Export contacts) dialog opens with a few choices:
- Name is the file name for this export. It is pre-filled with a generated name that includes how many records you selected and today’s date. Edit it to anything you like.
- When you export from the Accounts list, a scope choice appears: Accounts only exports just the account rows, and Accounts and associated contacts also pulls in the contacts linked to those accounts. Exporting from the Contacts list always includes both the contact and its parent account fields.
- Below that are field tabs. Accounts fields and Contacts fields each hold a searchable, checkable list of every field available for that record. The number next to each tab label is how many fields you currently have checked. The Contacts tab is hidden if you chose Accounts only.
- In each tab, check the fields you want as columns in the file. Use the search box (“Search for fields related to accounts” / “Search for fields related to contacts”) to find a field quickly. Some fields are mandatory and stay selected. Your last selection is remembered, so the next export starts with the same columns checked.
- Click Start to queue the export, or Cancel to close without exporting.
What happens next
Section titled “What happens next”Starting the export closes the dialog and opens the Agent tasks feed on its Exports tab. A card appears there for your job and updates on its own. Its status moves from In queue to In progress and then to Completed. If something goes wrong it shows Error, and a cancelled job shows Cancelled.
If an export cannot be started at all, you get a clear reason instead of a silent failure. The most common one is that your data provider is out of credits, shown as “The export could not be started: Insufficient credits”; if the provider rejects the request for another reason you will see “The export could not be started because the data provider rejected the request. Please try again later.” Requesting an export identical to one already running does not start a duplicate - the in-progress job is reused, and if it was started elsewhere you will see “An identical export is already in progress. Please try again once it completes.”
When the job reaches Completed, a download button appears on the card. Click it to download the CSV file. The first row of the file is the column headers for the fields you selected, with one row per record. How long the job takes depends on how many records and fields you chose.
You can come back to the Exports tab any time to re-download a past export or to check on one still running. Each card shows the export name, whether it was accounts or contacts, when it was created, and who created it. To filter the list, use the Status, Type, Created by, and Date added filters at the top.