Data & workspace management

Export your data to CSV

Download live records in your configured formats.

On this page

Step by step

  1. Open Settings → Data & exports.
  2. In Export to CSV, choose the dataset you need.
  3. Choose Export and wait for the download.
  4. Open the file and check its columns and formatting before sharing it.

Good to know

Exports use your Localization formats and are audited. Store downloaded customer and business data carefully.

Open in PatoHQ (opens in a new tab; sign-in may be required)

Available actions depend on your role, enabled modules and plan.

Need help with this guide?

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