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Owners and Managers can export workspace data as CSV files.

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Export leads from the Leads page

  1. Go to Leads.
  2. Optionally pick a client in the filter bar to export only that client’s leads.
  3. Click Export CSV.
The file opens in a new tab.

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Export everything from Workspace settings

  1. Go to Settings → Workspace.
  2. In the Exports card, click the export you need:
The file is created on the server and opens through a link that’s valid for one hour.

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Export a report

Every table on the Reports page has its own Export CSV, which exports exactly the rows shown, with your date range and filters applied. That is usually what you want for a client update; the exports below are for the raw data.

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Limits

  • Up to 10 exports every 10 minutes per person.
  • Up to about 200,000 rows per file.
  • Every export is recorded in the audit log.

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Q: Can I export only one client’s data?

For leads, yes: pick the client on the Leads page before clicking Export CSV. The buttons in Settings export the whole workspace. Per-client exports are part of the Agency plan. Export links expire after one hour. Run the export again.