What data can I export?

The majority of your Batchbook data can be exported into a CSV file.

Here's what can be exported via a CSV file:

All records:

  • Display name
  • Tags
  • Record type
  • Comments
  • Created date
  • Created by
  • Last updated date
  • Record ID

All individual contacts and their names, including:

  • Prefix
  • Name
  • Title and/or company
  • Companies of individuals

All company contacts and their basic locations, including:

  • Name
  • List of employees & their title
  • Employees of companies
  • About

Primary location & other account locations

  • Email
  • Phone
  • Website
  • Address
  • Affiliations
  • All custom fields data

Here's what cannot be exported from Batchbook at this time:

  • Attachments
  • To-Do's
  • Communications
  • Deals

If you need help exporting your data please check out Export your list to csv/Excel