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 your entire database or a filtered subset:
- Apply any filters to narrow down who you want to export (or skip this to export everyone)
- Click the ... dropdown menu
- Select Export
- Choose your format and fields
- Click Export
You'll receive an email with a download link when the export is ready. Large exports may take a few minutes to generate.
Export Formats
| Format | Best For |
|---|---|
| CSV | Spreadsheets, most external tools, quick analysis |
| JSON | Developers, API integrations, preserving nested data |
Field Options
When exporting, you can choose which fields to include:
| Option | What's Included |
|---|---|
| Common fields | Core contact fields, address, chapter, language, custom properties, notes, and donations |
| Selected columns | Only the columns currently visible in your People table. Useful when you've customized your view and want a matching export. |
For CSV exports, you can also enable Group by household address. This groups people who share the same household address into a single row and adds a Household Size column to the export.
What's Included
Standard Export (CSV)
The CSV export includes:
- Core Fields: First name, last name, alternate name, email, phone number, address, chapter, preferred language
- Dates: Created at, paid dues since, date of birth
- Age: Current age
- Assessment: Current assessment status
- Tags: All tags as a comma-separated list
- RSVP Stats: Yes RSVP count, confirmed RSVP count, most recent sessions
- Custom Properties: All your custom user properties
Full Export (JSON)
The JSON export includes everything above, plus:
- Notes: All notes on each person's profile
- Donations: Complete donation history with amounts, dates, and receipt numbers
- Activity Data (optional): Text messages, call logs with duration and notes
Export Links Expire
Export files are available for 7 days after generation. After that, you'll need to run a new export. This keeps your data secure and our storage manageable.
Page Submission Exports
You can also export submissions for individual pages:
- Go to your page in the Pages section
- Click the Results tab
- Click Export
This gives you all form submissions for that specific page, including:
- Submission date
- User info (name, email, phone)
- All form field responses
- Event sessions selected (for event pages)
Payout Exports
If you need financial records, go to Finances > Payouts and click Export to get a complete transaction history from your connected Stripe accounts.
Permissions
Exporting requires the members.export permission. If you don't see the export option, check with your organization admin about your role permissions.