CSV export creates spreadsheet-compatible files from your Slant data. This guide covers exporting different record types and working with the exported files.
Export clients
Export all clients
Go to Clients
Navigate to Clients in the sidebar.
Clear filters
Remove any filters to show all clients.
Click Export
Click the Export button.
Choose options
Select what to include:
- People in each household
- Custom fields
- Tags
Download
CSV file downloads.
Export filtered clients
Apply filters
Filter by tier, tag, advisor, etc.
Verify results
Check the list shows what you want.
Click Export
Export the filtered list.
Client export columns
| Column | Description |
|---|
| household_id | Unique identifier |
| name | Household display name |
| tier | Service tier (A, B, C, D) |
| aum | Assets under management |
| created_at | When record was created |
| updated_at | Last modification |
| assigned_advisor | Primary advisor |
| tags | Applied tags |
| (custom fields) | Your custom field values |
Export prospects
Same process as clients:
Go to Prospects
Navigate to Prospects.
Filter if needed
Apply any filters.
Click Export
Download the CSV.
Prospect-specific columns
| Column | Description |
|---|
| stage | Pipeline stage |
| estimated_value | Potential AUM |
| source | Lead source |
| last_contact | Most recent interaction |
Go to Contacts
Navigate to Contacts.
Filter
Filter by type, tag, etc.
Export
Click Export to download.
| Column | Description |
|---|
| contact_id | Unique identifier |
| name | Contact or company name |
| type | Contact type |
| company | Company name |
| email | Primary email |
| phone | Primary phone |
| website | Website URL |
Export people
Export individuals across all households:
Go to Settings
Navigate to Settings → Data.
Select People export
Choose Export people.
Download
Get the people CSV.
People export columns
| Column | Description |
|---|
| person_id | Unique identifier |
| first_name | First name |
| last_name | Last name |
| email | Primary email |
| phone | Primary phone |
| household_id | Link to household |
| household_name | Household name |
| role | Head of household, spouse, etc. |
| date_of_birth | Birthday |
Export tasks
Export tasks from list
Go to Tasks
Navigate to Tasks.
Filter
Filter by status, assignee, due date, etc.
Task export columns
| Column | Description |
|---|
| task_id | Unique identifier |
| title | Task title |
| description | Task details |
| status | Open, complete, etc. |
| due_date | When due |
| completed_at | When marked complete |
| assignee | Assigned user |
| household | Related client |
| labels | Applied labels |
| priority | Priority level |
Export notes
Go to data export
Navigate to Settings → Data.
Select Notes
Choose Export notes.
Filter
Optionally filter by date range.
Download
Export the notes CSV.
Notes export columns
| Column | Description |
|---|
| note_id | Unique identifier |
| content | Note text |
| created_at | When created |
| author | Who wrote it |
| household_id | Related household |
| household_name | Household name |
Export options
Select columns
Choose which columns to include:
Click Export
Start the export process.
Click Select columns
Open column selection.
Choose columns
Check/uncheck columns to include.
Export
Download with selected columns only.
- People: Each person as a row with household info
- Primary person only: Just the head of household
- Flattened: People columns repeated for each household
Date range
For activity-based exports:
Set start date
Choose the beginning of the range.
Set end date
Choose the end of the range.
Export
Only records in range are included.
Working with exported files
Opening in Excel
Method 1: Double-click
- Works for simple files
- May have encoding issues with special characters
Method 2: Import (recommended)
- Open Excel
- Data → Get Data → From Text/CSV
- Select the file
- Choose UTF-8 encoding
- Import
Opening in Google Sheets
Go to Google Sheets
Open sheets.google.com.
Import
File → Import → Upload.
Select file
Choose your CSV.
Configure
Set separator to comma, encoding to UTF-8.
Common issues
Dates display incorrectly:
- Excel may interpret dates differently
- Format the date column after opening
Special characters appear wrong:
- Use UTF-8 encoding when opening
- Use the Import function instead of double-clicking
Numbers formatted as text:
- Format columns as numbers after opening
- Leading zeros may be stripped
Bulk export
Export all data
Download everything at once:
Go to Settings
Navigate to Settings → Data.
Click Export all
Click Export all data.
Wait
Large exports may take time.
Download ZIP
Receive a ZIP file with multiple CSVs.
ZIP contents
The export ZIP includes:
- clients.csv
- prospects.csv
- contacts.csv
- people.csv
- tasks.csv
- notes.csv
- meetings.csv
Scheduled exports
Set up recurring export
For regular backups:
Go to export settings
Navigate to Settings → Data → Exports.
Create schedule
Click Schedule export.
Configure
Set frequency (daily, weekly, monthly).
Choose delivery
Email or cloud storage.
Scheduled exports are available on Professional and Enterprise plans.
Security considerations
Before exporting
Consider:
- Do you need all this data?
- Who will access the export?
- How will it be stored?
- When will it be deleted?
After exporting
Handle files securely:
- Don’t email unencrypted
- Store in secure location
- Delete when no longer needed
- Track who has copies
Troubleshooting
Check:
- Your permission level
- Whether filters show any results
- Browser blocking downloads
File is empty
Verify:
- Filters aren’t excluding all records
- You have records of that type
- Permission to see the records
Export incomplete
If records are missing:
- Check filters
- Verify permissions
- Large exports may time out—try smaller batches
Next steps
