Can I export my data?
The majority of your Batchbook data can be exported into a CSV file.
Here's what can be exported via a CSV file:
Record type, including:
All individual contacts and their basic locations, including:
All company contacts and their basic locations, including:
All SuperTag data
*We strongly recommend doing separate exports for contact data, deals and communications data.*
Here's what cannot be exported via a CSV file at this time:
- Custom locations (such as work1) that are not Primary Location
- Record comments (can be subscribed to via RSS, though)
- Events (can be subscribed to via RSS, though)
- To-Do list items (can be subscribed to via RSS, though)
To export your data via csv, check out this article for step-by-step instructions on exporting via csv.
If you have access to Developer Resources, additional data can exported via the Batchbook API. You can find our API docs here.