Exporting your data (CSV & PDF)

You can download a full snapshot of your CRM data at any time from Settings → Usage → Data Management.

Two formats are available:

• CSV — A single file with all four collections (Opportunities, Contacts, Accounts, Products) in labeled sections. Open in Excel, Google Sheets, or import into another system.

• PDF — A formatted landscape report with a usage summary page followed by one table per collection. Suitable for records, audits, or sharing with leadership.

Both exports include data scoped to your active org (or your personal records if no org is selected). The file is generated client-side and downloaded immediately — nothing is stored on our servers.