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Export a segment's records to a CSV file for analysis or another authorized process within your organization.

Before you start

You need permission to export data. If the Export option is not available, ask your administrator to check your access.

Choose what to export

1. Open the Users list to export contacts or the Companies list to export companies.
2. Select the segment and review its conditions.
3. Click Export in the list header.
4. Review the scope and click Main attributes or All attributes. Either button submits the request, without another confirmation.
5. Wait for the email with the download link once the file is ready.

This workflow uses the segment's conditions. It does not export only the visible page or only the checked rows. If that is not the scope you need, click Cancel and review the segment before requesting the file.

Fields and result

Main attributes uses a predefined set of fields for each entity. For contacts, this includes identification, contact details, activity and tags. For companies, it includes identification, name, contact count, tags and last activity. All attributes uses the standard and custom attributes available for the entity.

Choosing the list's visible columns does not configure the fields in the exported file. Company exports contain company data, not copies of their contacts' conversations.

The result is emailed to the agent who requests the export. Confirmation of the request does not mean the file has already been generated or the email delivered. Check the workspace shown in the email and store the file only in an authorized location.

If the file is not what you expected

Check the entity, segment, conditions and attribute option you selected. Changing the filters later does not update a request already submitted. If the email does not arrive, check your inbox, spam folder and agent account email address before submitting again. Give support the workspace and approximate request time if you need help.

Exporting does not merge contacts or change their attributes. For conversation data, use the conversation export under Settings > Data > Export. Treat the CSV as potentially containing personal information and follow your organization's retention and deletion policy.