Download as a CSV

Download as a CSV

CSV exports are a simple way to get your data out of Salestools for use in spreadsheets, other tools, or manual review.

When to Use CSV Export

• Manual review and analysis in Excel or Google Sheets
• One-time imports into systems without API integrations
• Backup and archival of data
• Sharing data with team members
• Custom reporting and visualization

Configuring Your Export

Best practices for CSV exports:

• Select Relevant Columns: Only export fields you need
• Apply Filters: Export only relevant records
• Check Formatting: Ensure dates, numbers are properly formatted
• Handle Special Characters: Use UTF-8 encoding for international characters
• Large Datasets: Break into multiple files if needed

CSV Format Considerations

• Commas in data should be quoted
• Line breaks in cells need proper escaping
• Date formats should be consistent
• NULL vs empty string handling

After Export

Common next steps:

1. Open in Excel/Google Sheets for analysis
2. Import into CRM or marketing automation tool
3. Upload to data warehouse or BI tool
4. Share with sales team for manual outreach
5. Archive for compliance or record-keeping