Exporting Data
SalesOS allows you to export your data for use in external tools, accounting systems, presentations, or backups.Export Formats
| Format | Best For | Available On |
|---|---|---|
| CSV | Spreadsheet analysis, importing into other tools | All plans |
| Presentations, sharing with stakeholders | Professional, Enterprise | |
| XLSX | Excel-specific formatting and formulas | Professional, Enterprise |
What You Can Export
Deals
Export your deal data from the Pipeline or Deals list view:- Go to Pipeline or Deals
- Apply any filters you want (the export respects current filters)
- Click Export
- Select the format (CSV, PDF, or XLSX)
- Choose which fields to include
- Click Download
- Deal name, value, stage, and probability
- Contact and company information
- Owner and team
- Creation and close dates
- All custom field values
- Deal notes (optional)
Leads
Export leads from the Leads list view:- Go to Leads
- Apply filters as needed
- Click Export
- Configure fields and format
- Download
Reports
Export any dashboard or report:- Open the report or dashboard
- Set the desired time period and filters
- Click the Export button in the top-right
- Choose PDF for a visual report or CSV for raw data
- Download
Scheduled Exports
On Enterprise plans, you can schedule automatic exports: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
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.
Bulk Export
For complete data exports (backup or migration purposes):- Go to Admin > Data Management > Export All
- Select which entities to include (deals, leads, users, activities)
- Click Generate Export
- The system prepares the export in the background
- You receive an email with a download link when ready
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)
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