Only admins can download to a file. By default users can’t download unless they are authorised to “Export data”.
You can download your data into a CSV format – that can be also imported to Excel – from the following list views:
- Persons
- Organizations
- Deals
On order to download data you just need to click on the “.csv” button on the filters bar of the page. Please know data exported will be the same you see on the page, so filters you apply to the page will affect the contents of the file
Alternatively, you can download your data through our API.