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Documentation Index

Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt

Use this file to discover all available pages before exploring further.

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Exporting Data

SalesOS allows you to export your data for use in external tools, accounting systems, presentations, or backups.

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Export Formats

FormatBest ForAvailable On
CSVSpreadsheet analysis, importing into other toolsAll plans
PDFPresentations, sharing with stakeholdersProfessional, Enterprise
XLSXExcel-specific formatting and formulasProfessional, Enterprise

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What You Can Export

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Deals

Export your deal data from the Pipeline or Deals list view:
  1. Go to Pipeline or Deals
  2. Apply any filters you want (the export respects current filters)
  3. Click Export
  4. Select the format (CSV, PDF, or XLSX)
  5. Choose which fields to include
  6. Click Download
Exported deal data includes:
  • Deal name, value, stage, and probability
  • Contact and company information
  • Owner and team
  • Creation and close dates
  • All custom field values
  • Deal notes (optional)

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Leads

Export leads from the Leads list view:
  1. Go to Leads
  2. Apply filters as needed
  3. Click Export
  4. Configure fields and format
  5. Download

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Reports

Export any dashboard or report:
  1. Open the report or dashboard
  2. Set the desired time period and filters
  3. Click the Export button in the top-right
  4. Choose PDF for a visual report or CSV for raw data
  5. Download
When exporting reports as PDF, the export captures exactly what you see on screen, including charts and visualizations. CSV exports provide the underlying data without charts.

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Scheduled Exports

On Enterprise plans, you can schedule automatic exports:
1

Go to Admin > Reports > Scheduled Exports

Open the scheduled exports section.
2

Click Create Schedule

Click + New Scheduled Export.
3

Configure the export

  • Select the data type (deals, leads, or report)
  • Choose the format (CSV, PDF, XLSX)
  • Set filters and field selection
  • Choose delivery frequency (daily, weekly, monthly)
  • Add email recipients
4

Activate

Toggle the schedule to active. The first export is sent at the next scheduled time.
Scheduled exports are delivered as email attachments. The maximum file size for email delivery is 25MB. For larger exports, a download link is provided instead of an attachment.

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Bulk Export

For complete data exports (backup or migration purposes):
  1. Go to Admin > Data Management > Export All
  2. Select which entities to include (deals, leads, users, activities)
  3. Click Generate Export
  4. The system prepares the export in the background
  5. You receive an email with a download link when ready
Full data exports can take several minutes for large datasets. The download link expires after 24 hours.

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Field Selection

When exporting, you can choose exactly which fields to include:
  • Standard fields — All built-in SalesOS fields
  • Custom fields — Any custom fields configured by your admin
  • Related data — Include associated contact, company, or team information
  • Activity log — Include the history of changes (can significantly increase file size)

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Data Privacy

Exports contain potentially sensitive business data. Keep in mind:
  • Only Admins and Managers can export data (controlled by role permissions)
  • All export actions are logged in the audit trail
  • Export files should be stored securely and shared only with authorized personnel
  • Exported files are not encrypted — handle them according to your company’s data policy

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Next Steps

Dashboards

Build visual dashboards

API

Access data programmatically via the API