Exporting your data

Everything your workspace holds can be downloaded as CSV or Excel. You start an export under Workspace, Data and privacy.

It is your data, and the export is designed so you never have to ask anyone for it: no ticket, no waiting on support, no format nobody can open.

What you can export

Dataset	One row per	Contains
Catalog	Product or service	Titles, prices, availability, images, descriptions
Customers	Contact	Names, email, phone, tags, custom fields
Conversations	Conversation	Channel, status, topic, timings, the customer
Messages	Message	Who said what, when, on which channel
Bookings	Booking	Reference, date, party, amounts, status
Agents	Agent	Name, model, capabilities, the agent’s brief

Pick one dataset or take everything.

CSV or Excel

You ask for	You get
One dataset, CSV	A single .csv file
Several datasets, CSV	A .zip with one CSV per dataset
Any number, Excel	One .xlsx workbook with a sheet per dataset

A CSV holds one table, which is why several of them arrive zipped. A workbook does not, so choosing Excel gives you one file with tabs instead of an archive to unpack.

Excel keeps your identifiers intact

Product codes like 007, long barcodes and reference numbers stay exactly as written. Spreadsheets normally read those as numbers and quietly drop the leading zeros or round the long ones; the export deliberately keeps every cell as text so your identifiers survive the trip.

Two speeds, and you do not choose

The split is automatic. You never pick a delivery method, and near the line the platform prefers the email path so a large file never holds up your browser.

Small and single means one dataset of modest size: a few hundred catalog items, a contact list. It is built while you wait and downloads immediately.

Everything else is built in the background and emailed to you as a private link. That covers a whole-workspace export, several datasets at once, and any single dataset large enough that building it in the browser would keep you waiting.

Why the big ones go by email

Conversations and messages grow forever. A workspace that has been busy for a year can produce a file large enough that building it during a page load would simply time out. The background path has no such limit.

Download links expire

An emailed link is private and time-limited. When it lapses, the file itself is deleted, not just hidden.

This is deliberate. An export is a complete copy of your customer list sitting behind a URL, and a link that worked forever would be a copy of your customer data living somewhere you had forgotten about. If you need it again, run the export again.

Treat the link like the data

Anyone with the link can download the file for as long as it lasts. Send it to a person, not a channel, and do not paste it into a shared document.

Opening an export from the console refreshes its link if it is close to lapsing, so a slightly stale page still gives you a working download. It does not extend how long the data is kept.

Every export is recorded

Both paths write an entry: what was exported, by whom, and when. Instant downloads are recorded exactly like emailed ones.

An export is one of the few actions that removes a complete copy of customer data from the platform, so the record exists whether or not the export involved an email, and it is visible under Data and privacy.

Deleting a workspace deletes its exports

If you erase a workspace, its exports go with it. The files are removed and the links stop working, without waiting for them to expire on their own.

An export is a copy of exactly the data an erasure is meant to destroy, so leaving it behind would make the erasure untrue. Cancelling an erasure inside its grace window leaves your exports alone.

Practical notes

• CSV opens everywhere. Spreadsheets, database importers, other CRMs. Long text like descriptions and message bodies is quoted correctly, so a conversation containing a comma or a line break survives the round trip.
• Messages honour deletions. Deleted messages are left out, and content that was erased on request is marked rather than restored. A previously purged message never reappears in an export.
• Agent exports carry the brief, not credentials. You get the agent’s configuration and prompt. Provider keys and connection secrets are never included.
• Re-run rather than re-share. Because links expire and files are deleted, the reliable way to get a file to someone later is a fresh export.