--- title: Export Your Data description: Complete step-by-step guide to exporting data from Twenty. --- import { VimeoEmbed } from '/snippets/vimeo-embed.mdx'; ## Overview Export your workspace data to CSV for backups, reporting, or migration. **Use cases:** - **Regular backups** — keep copies of your data - **External reporting** — analyze data in Excel, Google Sheets, or BI tools - **Migration** — move data to another system - **Bulk updates** — export, edit, and re-import to update records ## What You Need to Know ### Export Limits - **Maximum 20,000 records** per export - Only **visible columns** are exported - Only **filtered records** are exported (based on your current view) For larger exports (20,000+ records), use filters to export in batches or use the [API](/developers/extend/api). ### Permissions You need the **"Export CSV"** permission to export data. Contact your workspace admin if you don't have this option. ## Step 1: Navigate to the Object Go to the object you want to export: - **People** — for contacts - **Companies** — for organizations - **Opportunities** — for deals - **Custom objects** — any object you've created ## Step 2: Configure Your View **Important:** The export includes only what's visible in your current view. ### Add/Remove Columns 1. Click **Options → Fields** (or the **+** at the end of columns) 2. Check the fields you want to export 3. Uncheck fields you don't need ### Filter Records (Optional) If you only need a subset of data: 1. Click **Filter** 2. Add filter conditions (e.g., "Created date > January 1, 2024") 3. Only matching records will be exported ### Sort Records (Optional) 1. Click a column header to sort 2. The export will follow your sort order **Create a dedicated export view.** Save a view specifically configured for exports so you don't need to reconfigure each time. ## Step 3: Export the Data 1. Click the **⋮** icon on the top right of the table 2. Select **Export view** 3. Choose where to save the CSV file 4. Wait for the download to complete ## What Gets Exported | Included | Not Included | |----------|--------------| | All visible columns | Hidden columns | | Records matching current filters | Filtered-out records | | Custom field values | Fields not in the view | | Record IDs | File attachments | | Relation IDs | Images | ### Relation Fields Relation IDs are only exported on the **"many" side** of a relationship: - **People export** includes a `companyId` column (People → Company relation) - **Companies export** does NOT include `peopleIds` (Companies is the "one" side) This means you can use the People export to re-import and maintain the Company link, but you'll need to re-import People after Companies to recreate the relationships. ## Exporting for Specific Purposes ### For Backups 1. Create a view with **all fields** visible 2. Remove all filters to include all records 3. Export each object type separately 4. Store exports in a secure location 5. Set a recurring reminder (weekly/monthly) ### For External Reporting 1. Include only the fields you need for analysis 2. Apply filters to focus on relevant data 3. Consider sorting by the field you'll analyze ### For Bulk Updates 1. Export the records you want to update 2. Include the unique identifier (`email`, `domain`, or `id`) 3. Edit the exported file 4. Re-import to update records See: [How to Update Existing Records](/user-guide/data-migration/how-tos/update-existing-records-via-import) ### For Migration If you're exporting to migrate to another system: 1. **Export each object separately** — People, Companies, Opportunities, etc. 2. **Include ID fields** — these help maintain relationships 3. **Document field mappings** — note how Twenty fields map to your target system ## Handling Large Datasets (20,000+ Records) The export limit is 20,000 records. For larger datasets: ### Option 1: Export in Batches 1. Add a filter (e.g., "Created date" ranges) 2. Export the first batch 3. Change the filter 4. Export the next batch 5. Combine files in your spreadsheet **Example filters for batching:** - By date range (January, February, March...) - By owner (Team member A, Team member B...) - By status (Active, Inactive...) ### Option 2: Use the API The API has no record limit: 1. Get your API key from **Settings → Developers** 2. Use the GraphQL API to query records 3. Process results in your application See: [API Documentation](/developers/extend/api) ## Tips and Best Practices ### Create Export Views Save views configured specifically for exports: 1. Configure columns and filters 2. Click **View options** → **Save as new view** 3. Name it "Export - [Purpose]" ### Secure Your Exports Exported files may contain sensitive data: - Store in secure locations - Delete old exports when no longer needed - Be careful sharing export files ### Check Before Exporting Correct columns are visible Filters are set correctly (or removed for full export) You have Export permission ## FAQ Only visible columns are exported. Add the columns you need via **Options → Fields** before exporting. Check your filters. The export only includes records matching your current view filters. Remove filters to export all records. Not in a single export. Use filters to export in batches, or use the API for larger datasets. CSV (Comma Separated Values). Opens in Excel, Google Sheets, or any spreadsheet application. Yes, but only on the "many" side of relationships. For example, a People export includes `companyId`, but a Companies export does not include people IDs. Not directly through the UI. Use the API to build automated export workflows. ## Next Steps - [How to Update Existing Records](/user-guide/data-migration/how-tos/update-existing-records-via-import) — edit and re-import your export - [How to Import Data via API](/user-guide/data-migration/how-tos/import-data-via-api) — for large datasets - [API Documentation](/developers/extend/api) — build custom export workflows