Exports
Pull your data out of LealUp as CSV, to analyse elsewhere or to take with you.
Your data is yours. Exports hand it to you as a file, without going through support and without asking anyone.
What you can export
| Type | What it includes |
|---|---|
| Customers | Your book with its data and metrics |
| Tasks | Tasks recorded on the platform |
| Subscriptions | Your customers' subscriptions |
The format is CSV. That is the only one today, and it opens fine in Excel, Google Sheets or any analysis tool.
If you were looking to export aggregate metrics or segments as such, that is not possible yet. What you can do is export customers and group by segment in your spreadsheet, since membership travels in the file.
How it works
An export is not instant: it is a queued job processed separately. That is what lets you export a large book without the request timing out.
The job moves through four states:
| State | What it means |
|---|---|
| Pending | Queued, not started |
| Processing | Building the file |
| Completed | Ready to download |
| Failed | Something went wrong; you can retry |
You request the export, carry on working, and come back for it when it is ready. The exports list shows the history with each one's state.
Scope and privacy
- Everything you export belongs to your organization. There is no way to export another tenant's data, not even by accident.
- What you export leaves LealUp. A CSV on your laptop is no longer protected by the platform's permissions: if it holds customer data, treat it accordingly.
- Exports are recorded in the audit log, with who requested them and when.
Tips
- Export customers before a migration or a quarter close, not during. A file taken at a calm moment is easier to compare against later.
- If you are going to share the file, check which columns it carries and strip what the recipient does not need.
- Do not use exports as a backup. A CSV is a snapshot, not a backup of the platform.
Common problems
"My export ended up failed"
Request it again. If it fails a second time, write to us with the approximate time so we can find it in the logs.
"I cannot find the data type I need"
Today there are three: customers, tasks and subscriptions. If you need another, tell us which and what for: we prioritize on real demand.
"The file has fewer rows than I expected"
Check your visibility scope. If your role only sees your own book, the export respects that same limit.