Export All Your Workspace Data to Excel or CSV

Your data is yours. Admins can download all of it at any time.

Export everything

1. Go to Settings, Export Data.
2. Download everything as one Excel workbook with a sheet per type, or download one type as a CSV file:
   • Leads, with owner, stage, next step, score, conferences and every custom field
   • Companies: accounts with owner, people count and deal value
   • Deals: amount, stage, close date, owner, company, people and conference
   • Notes: team notes on leads and companies, with author and date
   • Activity: every timeline entry on every lead

Large workspaces can take a minute. Each export is recorded in the audit log.

Export some leads

Anyone who isn't a viewer can export leads from the Leads page: click Export, pick the leads matching your filters or the ones you selected, and choose the columns. See Filter, save views and update leads in bulk.

CSV files open in Excel, Google Sheets and Numbers. Values that start with characters a spreadsheet could read as a formula are written as plain text.