Export Data

Your data is yours. Export it whenever you need it, for reporting, backups, or moving to another system.


Exporting People

From the People section, you can export everyone in your current chapter or organization, or a filtered subset:

  1. Apply any filters to narrow down who you want to export (or skip this to export everyone)
  2. Click the ... dropdown menu
  3. Select Export
  1. Choose your format and fields
  2. Click Begin Export

You'll receive an email with a download link when the export is ready. The link expires, so run a new export if you need the data again later.


Export Formats

FormatBest For
CSVSpreadsheets, most external tools, quick analysis
JSONDevelopers, API integrations, preserving nested data

Field Options

Under 'Fields to Include', the choices depend on the format:

OptionWhat's Included
Common fieldsCore contact fields, address, chapter, language, and custom properties
Selected columnsThe ID, name, phone, and email columns, plus the columns currently visible in your People table (CSV only). Useful when you've customized your view and want a matching export.

For CSV exports, you can also check Group by household. This puts people who share the same household address in a single row.


What's Included

The CSV export includes core contact fields, key dates, assessment status, tags, RSVP counts, and the custom properties of your current chapter or organization.

The JSON export includes the same data except assessment status, plus notes and donations. With 'All Fields & Activities', it also includes text messages and call logs.


Page Submission Exports

You can also export submissions for individual pages:

  1. Go to your page in the Pages section
  2. Click the Results tab
  3. Open 'Individual Responses' and click Export

This gives you the form submissions in the selected date range. User email and phone are included only in 'CSV (Complete User Data)'.


Payout Exports

If you need financial records, go to Finances > Payouts, pick the Stripe account, and click Export to get the payout transactions of that account.


Permissions

Exporting people requires the Export People permission. Page exports need Manage Pages, and payout exports need Manage Finances. If you don't see the export option, check with your organization admin about your role permissions.


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