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Exporting lets you download your Slant data as CSV files for use in spreadsheets, reporting, or backup.

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What can be exported

Data typeExport support
ClientsYes — from the clients list view
ProspectsYes — from the prospects list view
Other contactsYes — from the contacts list view
PeopleYes — exports people within client or prospect households
Exports include the columns currently visible in your list view, plus a unique record identifier.

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How to export

Export directly from any supported list view:
  • Navigate to Clients, Prospects, or Contacts
  • Apply any filters or sorting you need
  • Click the Export button in the toolbar
  • The CSV file downloads to your computer
The exported file reflects your current view, including any active filters and sort order.

CSV export details

See what each export includes

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Export format

All exports use CSV (comma-separated values) format:
  • Opens in Excel, Google Sheets, and Numbers
  • Universal compatibility with other tools
  • UTF-8 encoded

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Data security

Exported CSV files are not encrypted. Handle them according to your firm’s data security policies.
Exported data may contain sensitive client information. Keep these practices in mind:
  • Export only the data you need
  • Store exported files in a secure location
  • Delete exported files when no longer needed
  • Do not email unencrypted CSV files containing client data

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Next steps

CSV export

Detailed export guide

Importing

Bring data into Slant