Aggrandize gives you a one-screen way to walk your entire CRM out the door — your contacts, the companies you've added, every deal in your pipelines, all tasks, and the full activity log. Useful for backups, accounting handoffs, BI imports, due diligence, or just keeping a personal copy on hand.

Where to find it

Open Settings → Data Export. The page is Owner and Admin only; members don't see the Data Export card in Settings.

The page has three regions stacked top to bottom:

1. New Export — pick which tables and which format, then start the job
2. Active export status — only shown while a job is running, or right after one finishes or fails
3. Recent Exports — every export this org has run, with re-download links while the files are still valid

Picking what to export

Five tables are available:

• Contacts — every contact you've added, including the columns shown on the Contacts page
• Companies — every company record
• Deals — every deal across every pipeline you can see
• Tasks — open and completed task items linked to any record
• Activities — the full activity timeline (notes, emails, status changes, AI events)

All five are checked by default. Untick the ones you don't need before you start — exports of single tables finish in seconds, while a full five-table export over a large org can take a minute or two.

Choosing a format

Three formats sit beside each other below the table list:

• CSV — one comma-separated file per table. The right choice when the destination is Excel, Google Sheets, Sigma, or any BI tool that imports tabular files. Field types are flattened — dates become ISO strings, JSON columns are stringified.
• JSON — one JSON file per table, structured rows. Use this when piping into a script, an audit tool, or another system that wants typed values rather than strings.
• Download All (ZIP) — every selected table as a CSV, packaged into a single ZIP file. Convenient for backups or sending the whole bundle to an accountant or counsel.

Whatever you pick applies to every table in the export — you can't mix formats in a single job. Run two separate jobs if you genuinely need contacts as JSON and deals as CSV.

Running an export

Click Start Export. The job is generated server-side in the background, so you can leave the page; if you come back later, the same Recent Exports list shows it waiting for you.

While the job is running, the active card replaces itself with a progress strip that names the table currently being exported and the count of tables finished so far. As each table completes, a green-check chip appears with its record count:

When the job finishes, the active card flips to a green Export complete panel with one download link per generated file. The ZIP format produces a single download; CSV and JSON produce one link per table.

If the job fails partway through, you see a red Export failed panel with the error reason. You can retry from the New Export card without losing your settings:

Download links and expiry

Two clocks govern an exported file:

• Download links expire in 1 hour. The signed URL that Aggrandize returns is short-lived — for security and to keep storage usage bounded.
• Files are deleted after 24 hours. Even if you stash the URL, the underlying object is permanently gone after a day.

If a link has expired but the file is still in the 24-hour window, the Recent Exports row replaces its Download link with Refresh links — clicking it generates a fresh 1-hour signed URL. Once the 24-hour window closes, the row shows Expired and the only way to get the data again is to run a new export.

The Recent Exports list itself never disappears — it's an audit trail of who exported what, when. The file may be gone, but the metadata stays.

What's in the export

Each table exports the same column set the in-app views and forms work with. A few specifics worth knowing:

• Soft-deleted records are not included. If you've deleted a contact, company, or deal that still lives in Trash, it does not appear in the export. Restore it first if you need it included.
• Team scoping still applies during the export. As an Owner or Admin you see everything, so the export covers everything — but if a non-admin somehow reached this page, they'd only export records they can see in the app.
• AI credit usage is not exported. Credit balance, auto-reload settings, and detailed credit ledger entries are billing data, not CRM data. See Billing Portal for invoice downloads with credit usage line items.
• Linked email threads are not exported. Emails sync through your provider (Outlook or Gmail) — they remain authoritative there. The export captures the link between an email thread and a deal, but not the message bodies. Pull email content from your provider if you need a full archive.

A practical pattern

Most orgs treat Data Export as a monthly hygiene step: a full five-table ZIP, downloaded to a secure share drive, kept alongside the previous month's. That gives you a self-recoverable backup that's independent of Aggrandize, plus a snapshot you can diff against later if you ever need to investigate a state change.

For BI integrations that want fresh data daily or hourly, talk to us — the export endpoint isn't a substitute for a streaming feed and wasn't designed for tight automation loops. The right answer is usually a direct API integration rather than scripted-on-Top-of-CSV.

Who can run an export?

Data Export is Owner and Admin only. There's no per-member toggle to grant access — if a member needs a one-time export, an Admin runs it on their behalf and shares the file through whatever channel your team already uses for sensitive data.