Exports

Why use this

Open Exports when you need a downloadable data dump for accounting, BI, or backup.

Benefits:

• Pull a fresh data dump on demand for BI or accounting
• Skip the manual CSV-pulling per surface
• Schedule recurring exports so nothing is forgotten
• Hand off clean data to external systems

What this is

Exports lets you initiate downloadable dumps of selected tables: leads, deals, custom records, orders. CSV or JSON.

Who can access it

Owner, admin, member, viewer, agency, founder.

What it does

• Pick tables and window.
• Generate export.
• Download when ready.

How to use it

1. Open /exports.
2. Pick tables.
3. Generate. Wait. Download.

Rules and limits

• Large exports run in /queue.