These are convenience exports from a list page. For a broader per-object export or a complete-account package, use Data Portability instead.
Who can do this
- Owners and Admins — can do this for any record or setting in the account.
- Agents and Assistants — can do this only for records they are assigned to.
Roles are predefined by NextAccord. See all roles & permissions
Steps
- Step 1: Open the Contacts, Transactions, or Tasks list.
- Step 2: Open the list’s overflow menu and choose Download CSV.
- Step 3: The file downloads with the records in your current scope.
What success looks like
- A CSV file downloads containing the records you can see on that list.
Good to know
- Your export scope follows your role: owners and admins get account-wide records; agents and assistants get their assigned records.