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Overview

Here’s how to export data stored in Relate as a .CSV file. You can export data using the Basic Table in the Reporting page.

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Deal Export

If you want to export deal information, you can download from the Reporting page. Reporting-main Deal exports include the following information:
  • All information contained in the deal card (including custom fields)
  • Organization and contact data associated with the deal card (including custom fields)
In the Reporting page, you can create a new Basic Table to add the information you want to export. You can then save it as a CSV file to download.

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Organization & Contact Export

You can export Organization and People information the same way you export deals. Just replace the data set with Organization or Contact. Reporting-data-set Organization exports include the following information:
  • All information attached to the Organization, including custom fields.
Contact exports include the following information:
  • All information attached to Contact (including custom fields)
  • Default fields in Organization attached to Contact (excluding Organization custom fields)
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