Export your data: contacts as CSV and the whole workspace
Download selected contacts as a CSV file, export every module of the workspace as a ZIP for your records or to move to another system, and what each export contains.
CRM has two exports: the contacts you select, as a CSV file, and everything in the workspace, as a ZIP.
Selected contacts as CSV
- Open Sales → Contacts. Filter or search to narrow the list.
- Tick the contacts — the box in the header ticks the whole page.
- Click Export.
The file contacts_<date>.csv downloads at once. Its columns: First Name, Last Name, Email, Phone, Mobile, Title, Department, Company, Owner, Address, City, State, Country, Postal Code, Tags, Is Private, Created At.
The same Export is on a list's page, for the contacts in that list: Contact lists.
Exporting contacts needs CRM access Editor or Admin. You export only contacts you can see.
Everything in the workspace
A manager exports the whole workspace — for your own records, or to move to another system:
- Open Settings → Workspace → the Data export tab.
- Click Export all data.
The ZIP has every module — contacts, companies, leads, deals, activities, invoices, projects, time, e-mail and the rest — as CSV and JSON, with the files they point at and a README that describes the format.
- It is prepared in the background. While it runs, the page says An export is being prepared….
- The download link arrives by e-mail, to you only. It works for 7 days, and only when you are signed in to CRM.
- Left out: passwords, tokens and other secrets; mail in other members' personal mailboxes and mail they marked private; other members' AI conversations.
The export from Monfri
Monfri's own Export everything includes CRM together with the other services, for example before you close the workspace: Cancel, export and delete.
If something doesn't work
Error exporting contacts
The file could not be made. Select fewer contacts and try again; if it keeps failing, write to [email protected].
The download link does not open
The link works only for the person who asked for the export, signed in to CRM, for 7 days. Sign in to CRM first, or start a new export.
I don't see Data export
The full export is for managers. Ask a workspace owner or admin.