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Export data from Twenty to CSV files for reporting, backup, or migration to other systems.

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Export Overview

Twenty’s export functionality allows you to:
  • Export to CSV - Download data in spreadsheet format
  • Export filtered data - Export specific records based on views
  • Export all fields - Include complete record data
  • Export related data - Include linked records (coming soon)
  • Schedule exports - Automatic periodic exports (coming soon)

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Quick Export

Export visible records from any view:
1

Navigate to a view

Open the table or kanban view you want to export.
2

Apply filters

Filter to show only records you want to export (optional).
3

Select records

  • All records: Click Select All or press Cmd/Ctrl+A
  • Specific records: Click checkboxes for desired records
  • No selection: Exports all visible records
4

Open export menu

Click Options (•••) → Export or click Export in the selection action bar.
5

Choose export format

Select CSV (default format).
6

Download file

File downloads automatically:
companies-export-2026-03-15.csv
Exports respect view filters. Only records visible in the current view are exported.

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Advanced Export Options

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Field Selection

Choose which fields to include:
1

Open export dialog

Click Options → Export → Advanced Export.
2

Select fields

Choose fields to export:
☑ Name
☑ Email
☑ Company
☑ Phone
☐ Internal Notes (excluded)
☐ Created By (excluded)
3

Order fields

Drag to reorder columns in export.
4

Export

Click Export to download with selected fields only.

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Export With Filters

Export specific subsets: Example: Export High-Value Opportunities
1

Create filter

In the Opportunities view:
Filters:
  Amount > $50,000
  AND Stage ≠ "Closed Lost"
  AND Owner = Me
2

Verify results

Check that view shows correct records.
3

Export

Click Export to download filtered data.
Save filtered views you export regularly. Then export is just one click.

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Export Formats

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CSV Format

Standard comma-separated values: 
Name,Email,Company,Phone,Status
John Doe,[email protected],Acme Corp,555-1234,Active
Jane Smith,[email protected],TechCo,555-5678,Active
Characteristics:
  • UTF-8 encoding
  • Comma delimiters
  • Header row included
  • Quoted text fields
  • Compatible with Excel, Google Sheets

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Field Type Formatting

Plain text, quoted if contains commas:
"Acme Corporation"
"Description with, commas, inside"

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Bulk Export

Export entire objects:

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Export All Records

1

Go to Settings

Navigate to Settings → Data Management → Export.
2

Select object

Choose object to export:
  • Companies
  • People
  • Opportunities
  • Custom objects
3

Configure export

Fields: All fields (or select specific)
Format: CSV
Include: All records
4

Start export

Click Export. For large datasets, export runs in background.
5

Download

When ready, download link appears. File available for 7 days.
Bulk exports can take several minutes for large datasets. You’ll receive a notification when ready.

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Export Multiple Objects

Export your entire workspace:
1

Navigate to export

Go to Settings → Data Management → Full Export.
2

Select objects

Choose all objects to export:
☑ Companies
☑ People
☑ Opportunities
☑ Tasks
☑ Custom objects
3

Start export

Click Export All. Creates ZIP file with separate CSV per object.
4

Download ZIP

Download archive:
workspace-export-2026-03-15.zip
  ├─ companies.csv
  ├─ people.csv
  ├─ opportunities.csv
  ├─ tasks.csv
  └─ projects.csv

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Export Use Cases

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Reporting and Analysis

Export data for external analysis:
  1. Filter to relevant records 
    Example: Q1 2026 closed deals
Filters:
  Close Date between Jan 1 - Mar 31
  Stage = "Closed Won"
  2. Export to CSV
  3. Analyze in Excel/Google Sheets/BI tools
    • Create pivot tables
    • Generate charts
    • Calculate metrics
    • Share with stakeholders

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Backup

Regular data backups:
1

Schedule regular exports

Set reminder to export weekly/monthly.
2

Export all objects

Use full workspace export.
3

Store securely

Save exports to:
  • Cloud storage (Google Drive, Dropbox)
  • Local backup drive
  • Secure file server
4

Verify backups

Periodically check backups are complete and valid.
Automate backups with scheduled exports (coming soon) or API scripts.

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Data Migration

Export for migration to another system:
  1. Export all objects with all fields
  2. Document field mappings for target system
  3. Transform data as needed
  4. Import to new system

Migration Guide

See full migration documentation →

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Sharing with External Teams

Provide data to partners or vendors:
  1. Create filtered view with only relevant records
  2. Select specific fields (exclude sensitive data)
  3. Export to CSV
  4. Share file securely
Review exported data before sharing. Ensure no sensitive or confidential information is included.

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Export Best Practices

Don’t export everything:
  • Use views to filter first
  • Export only needed records
  • Smaller files are easier to work with
Include only necessary columns:
  • Reduces file size
  • Easier to read and process
  • Protects sensitive data
For regular exports:
  • Same fields each time
  • Same format
  • Same naming convention
  • Easier to compare over time
Name files descriptively:
✅ Good:
opportunities-q1-2026-won.csv
customers-annual-review-2026.csv

❌ Bad:
export.csv
data-1.csv
After exporting:
  • Open file to check contents
  • Verify record count matches view
  • Check all expected fields present
  • Test with small sample first

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Export Limits

  • Quick export: 10,000 records
  • Bulk export: Unlimited
  • File retention: 7 days
  • Max concurrent exports: 3
  • API export: Check API limits
For exports >10,000 records, use bulk export or API.

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Troubleshooting Exports

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Export Failed

Common causes:
  • Too many records (use bulk export)
  • Browser timeout
  • Network interruption
Solutions:
  • Use bulk export for large datasets
  • Try different browser
  • Check internet connection

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Missing Fields in Export

Check:
  • Field is visible in view
  • Field permissions allow viewing
  • Field included in export settings
Solutions:
  • Add field to view
  • Use advanced export to select fields
  • Check user permissions

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Export Taking Too Long

For large exports:
  • Switch to bulk export
  • Runs in background
  • Notification when ready

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Cannot Open CSV File

Issues:
  • Wrong encoding
  • Corrupted download
  • Software compatibility
Solutions:
  • Re-download file
  • Try different software (Excel, Google Sheets, LibreOffice)
  • Check file isn’t corrupted

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API Export

Programmatic data export: 
query {
  companies {
    edges {
      node {
        id
        name
        website
        industry
        annualRevenue
      }
    }
  }
}

API Documentation

See API documentation for programmatic export →

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Next Steps

Importing Data

Learn how to import data into Twenty

Data Migration

Migrate between CRM systems

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