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:

  • Individual
  • Company
  • Communication
  • Deal

All individual contacts and their basic locations, including:

  • Title
  • Company
  • Tags
  • Notes

All company contacts and their basic locations, including:

  • Tags
  • Notes

All SuperTag data

All Communications

All Deals

*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
  • Attachments
  • Affiliations
  • 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.