Export safely
Exports leave the controlled workspace. Treat them as sensitive business data.
Before you export
Section titled “Before you export”- Confirm filters or list membership match the intended campaign.
- Confirm you are allowed to export (role + customer rules).
- Prefer the smallest set that meets the need.
- Know where the file will be stored and who will receive it.
How to export (typical)
Section titled “How to export (typical)”- In Stores, select rows or rely on the active filtered set / list — follow on-screen scope text carefully.
- Choose Export (or export from a list detail view).
- Pick the format offered (for example CSV or spreadsheet).
- Download only over a trusted device and network.
Buyer-safe habits
Section titled “Buyer-safe habits”- Do not export demo data into live CRM as production truth.
- Strip or avoid columns your recipient does not need.
- Follow your organisation’s retention rules for downloaded files.
- If HubSpot push is enabled, prefer controlled push over ad-hoc CSVs when that matches process — see Connect HubSpot.
If export is blocked or empty
Section titled “If export is blocked or empty”See Export problems.
Credits and limits
Section titled “Credits and limits”Some export or pre-export enrichment paths may use credits. Behavioural rules: Credits and usage. This help centre does not publish commercial rates.