Export Your Data

Start an export from a module#

Exports begin on the module you want to export. Open a module’s list (for example Contacts), open the Create {Module} dropdown, and choose Export Module. (This needs the module’s Export permission, granted per profile in Roles.)

The Export dialog: choose scope, format, and email

In the dialog, choose:

Scope — Current filter (if a filter is applied), N selected (if you ticked rows), or All records.
Format — XLSX (Excel) or CSV.
Email when ready — get a download link by email (up to 10 recipients).

Click Start export. The file is generated in the background, and you’re notified when it’s ready.

Track & download: the Export center#

Open Setup → Data Administration → Export to see your export jobs.

The Export history center with job status and download links

Each row shows the module, scope, format, row count, size, status (Queued / Processing / Completed / Failed), and when it was created.
When a job is Completed, click Download.

💡

History shows the last 30 days, and each file expires 7 days after it finishes — download it before then. You only see your own exports. Large selections are capped at 1,000 selected records (use All records or a filter for more).

💡

Bringing data in instead? See Bulk Import — the other half of Data Administration.

Was this article helpful?

Ready to implement this?

OpenAI Engage and apply what you just learned to your own workspace.

Open AI Engage CRM