CSV export
Download your leads as a CSV file from the board, list or calendar, with your filters applied.
To get your leads into a spreadsheet, another CRM or an email tool, use Export CSV.
What you get depends on the site’s plan:
- On a Pro site the file has one row per lead, with the person’s details and where the lead stands.
- On a Basic site the file has one row per form submission, with the answers the visitor gave.
See Basic and Pro plans for the difference between the plans.
Exporting leads (Pro)
- Open Leads in the sidebar and pick a site.
- Go to the Board, List or Calendar view.
- Set any filters you want.
- Click Export CSV. On a phone it’s under the … button.
A file named leads.csv downloads straight away.
A site is required. There is no export across all sites, and the People view has no Export CSV button.
Which leads are included
The export follows the view you clicked it from.
| From | Included |
|---|---|
| List | Exactly the leads your filters show: search, stage, priority, owner, source, form, custom fields, Unread, Show closed and Archived all apply |
| Board | The leads the board shows. All filters apply, including Show closed. There is no stage or archived filter on the board, so none is applied |
| Calendar | All open leads on the site. The calendar has no filters, so none are applied |
It’s the whole filtered set, not just the page or the cards currently loaded on screen.
Two defaults are easy to miss:
- Closed leads are left out unless Show closed is on. To export your won deals, turn on Show closed in the list and filter the stage to Won.
- Archived people are left out unless Archived is on in the list, in which case you get only archived people’s leads.
What’s in the file
Rows are ordered by last activity, most recent first.
| Column | Contents |
|---|---|
Created | When the lead was created, as a date and time in UTC |
Source | form, manual (added by hand), api or import |
Channel | For hand-added leads: phone, walk_in, referral, email, social or other |
Form | The form that created the lead, if any |
Name, Email, Phone, Company | The person’s details |
Stage | The stage’s name |
Priority | none, low, medium or high |
Assignee | The owner’s name. Blank if unassigned |
Due | The earliest open follow-up date, as 2026-08-05 |
Value | The lead’s value with two decimals, such as 1200.00 |
Closed | When the lead was won or lost. Blank while it’s open |
Lost reason | The reason entered when it was marked lost |
Tags | The person’s tags, separated by semicolons |
Submissions | How many form submissions the lead holds |
Last activity | When the lead last changed |
After these come your custom fields, one column each. Only fields that are set to show in list view and aren’t hidden are included. That’s the setting on the field itself, shared by your team, not the columns you personally ticked in the list.
What’s not in the file
The leads export describes leads and people. It doesn’t contain the raw answers of each form submission, notes, logged calls or follow-up titles.
Form answers still reach the file when they’re stored on the person: name, email, phone and company, plus any form field that became a custom field.
Because the file uses the person’s details, a value you corrected shows up corrected once the person has been updated.
Exporting submissions (Basic)
- Open Leads in the sidebar and pick a site.
- Optionally choose one form, or turn on Unread.
- Click Export CSV.
Leave the form dropdown on All forms to get every form on the site in one file.
| Column | Contents |
|---|---|
Received | When the submission arrived, as a date and time in UTC |
Form | Which form it came from |
Booking | The appointment the visitor picked, if the form has a booking date |
Read | true or false |
| One column per form field | The visitor’s answers |
Rows are ordered newest first. With All forms, the field columns are the combined fields of all the site’s forms.
The file is named after the form, such as contact-submissions.csv,
or all-forms-submissions.csv when no form is selected.
Very large exports
An export is capped at 25,000 rows. Past that, the file holds the first 25,000 and says so in its own name, because a download has no screen to show a warning on:
- A leads export is named
leads-first-25000-of-more.csv. - A submissions export ends in
-first-25000-of-more.csv.
If you hit the cap, narrow the filters and export in slices, for example one stage or one form at a time.
Opening the file
- Google Sheets: File → Import → Upload, separator “Comma”.
- Excel: open it directly, or use Data → From Text/CSV for control over column types, especially dates.
- Other CRMs and email tools: most accept a CSV and let you match columns on import.
Files are UTF-8. If accented characters look wrong, which is common in older Excel on Windows, import through Data → From Text/CSV and pick UTF-8.
Values are quoted where needed, so commas and line breaks inside a value don’t break the columns.
Good to know
A value starts with an apostrophe. Text that begins with =, +,
- or @ gets a leading ' so a spreadsheet shows it as text instead
of running it as a formula. Plain negative numbers are left alone.
My closed leads are missing. Turn on Show closed before exporting.
Exporting every week gives overlapping rows. Each export is a
snapshot of what matches your filters, not “what’s new since last
time”. There is no ID column, so remove duplicates in your spreadsheet
using Email together with Created.
I want leads to flow into a spreadsheet automatically. Use a destination such as Google Sheets instead of exporting by hand.