Full data export
A full export creates a ZIP archive containing all your book’s data as structured files — clients, prospects, past clients, other contacts, and businesses, along with their associated people, notes, tasks, meetings, and more.Only admins can create and download full ZIP exports. Users with access to a list page can still download its CSV files.
1
Open the data export page
Go to Settings → Data export.
2
Start the export
Click New export. Slant begins preparing your data in the background.
3
Wait for the export to finish
The page shows real-time progress as records are processed. You’ll see statuses like “Preparing export…”, “Exporting records…”, and “Finalizing archive…” with a progress bar.
4
Download the archive
Once the export completes, click Download to save the ZIP file to your computer.
Only one export can run at a time per book. Wait for the current export to finish before starting a new one.
What’s included in a full export
The ZIP file is organized into folders by record type. Each record is saved as its own file and includes all related data:- Clients, prospects, and past clients — household details, tier, AUM, people (head of household, spouse, dependents), contact information, addresses, notes, tasks, meetings, opportunities, tags, custom fields, and portfolio data (account balances and returns)
- Other contacts — person details, contact information, notes, tasks, meetings, and tags
- Businesses — business details, addresses, contact information, associated contacts, tags, and custom fields
Download link expiration
The download link for a completed export is available for one hour. If the link expires, you can create a new export to get a fresh download link.CSV download
You can download a CSV file directly from the Clients, Prospects, Past clients, and Other contacts list pages. The CSV includes the records matching your current filters.1
Go to a list page
Open the list page you want to export from the sidebar.
2
Apply filters (optional)
Use filters to narrow down the records you want to export. The CSV will only include records that match your current view.
3
Click the download button
Click the button in the top-right corner of the list.
4
Confirm the download
A confirmation message describes what will be downloaded. Click Download to proceed.
What’s downloaded
The files you receive depend on which page you download from:
The household CSV includes columns matching your current view configuration. The people CSV includes names, contact information, and personal details for each person in the matching households.
When you download clients or prospects from All books, both files include records from every book you can access. The household CSV adds a Book column so you can identify each household’s source. The people CSV does not include a Book column.
Export businesses from a report
The Businesses list does not have a CSV download action. To export businesses, create or open a filter-based Business report and click the button in the report table. The CSV follows the report’s filters and visible columns. When you run the report from All books, the business CSV includes a Book column.FAQ
What's the difference between a full export and a CSV download?
What's the difference between a full export and a CSV download?
A full export downloads everything in your book as a ZIP archive — all record types with all related data. A CSV download gives you a spreadsheet of the records on a specific list page, filtered to your current view. Use a full export for backups or migrating to another system. Use a CSV download for quick spreadsheets.
Can I export data from multiple books at once?
Can I export data from multiple books at once?
Full ZIP exports are per book. For list-page CSVs, select All books before downloading clients or prospects; the household CSV includes a Book column, while the people CSV does not. To export businesses across books, use a filter-based Business report from All books. The business CSV includes a Book column.
Why can't I start a new export?
Why can't I start a new export?
Only one full export can run at a time per book. Wait for your current export to complete or fail before starting another.
Does the CSV download include all records or just the ones I see?
Does the CSV download include all records or just the ones I see?
The CSV includes all records matching your current filters, not just the ones visible on screen. If you haven’t applied any filters, it includes all records.
Next steps
Importing your data
Bring data into Slant from another CRM or a CSV file.
Data management
Customize fields, tags, and how your data is organized.