Where to start an export and where to find the file

You start an export on the page that holds the data, not under Data → Exports. Click Export above the table you want, and the export takes what that table is showing. Data → Exports is where your finished files wait for you to download them.

Start an export

1. Go to the page with the data you want, for example Store → Giftcards → Cards or CRM → Contacts.
2. If you only want part of it, search or add filters first. On most pages the export takes the filters you've set.
3. Click Export.
4. On the Columns step, choose the columns you want and click Next.
5. On the Summary step, check the Name, Decimal separator and Date notation. Turn on Email the export results to also get an email with a link to the export's page. Click Start export.
6. You land on the export's page. When it's finished, click Download.

A big export can take a while. You can leave the page: the export keeps running.

Where you'll find Export

CRM

• Contacts
• Identifiers
• Lists: open a list to export its contacts.
• Forms: open a form and go to Submissions. A private form also has Authentication → Exports, which exports each contact's personal link to the form.
• Orders
• Bookings, Visits and Shifts, if those are switched on for your account.

Loyalty

• Transactions: both Points transactions and Voucher redemptions. Stamp card transactions has no export.
• Tokens
• Rewards: open a reward and go to Redemptions.
• Promotions & Vouchers: open a promotion and go to Vouchers or Redemptions.

Marketing

• Campaigns and Automated emails: open one and go to Recipients.

Store

• Giftcards: Cards, Transactions and Pending transactions, the Settlements and Results of a settlement report, and Orders under Online sales, which exports the online orders of the selected program.
• Prepaid: Transactions, Balances, and Orders under Online sales.

Data

• Generate: open a batch and click Options → Export.
• Imports: open an import and go to Rows.

Download an export later

Go to Data → Exports. All exports in your account are listed there, including the ones your teammates started, with their Category, Option, Number of rows, Size and Status. Open one and click Download.

Exports don't expire: an export stays in the list, ready to download, until you delete it. To delete one, open it and click Actions → Delete. There's no button on this page to start a new export.

Can't find Export?

• You're on a phone. On several pages, such as Contacts and Lists, the Export button is hidden on small screens. Use a computer or a wider window.
• You're on the overview page. Some exports are only on a detail page: a list's contacts, a form's submissions, an email's recipients, a batch or an import. Open the item first.
• The data isn't in the table above. Not every page has an export. Charts in Data → Insights have their own download. See Building dashboards and charts in insights.

Good to know

• Contacts exports all your contacts, whatever you've typed in the search field. To export some of them, put them in a list and export the list.
• On Orders and Points transactions, you can export up to 500,000 rows at a time. With more rows, clicking Export shows a message instead. Narrow the table with a date filter and export it in parts.
• The export uses the filters as they were when you clicked Export. Clear them first if you want everything.