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.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.
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 any list page — Clients, Prospects, Past clients, or Other contacts. The CSV includes the records matching your current filters.Go to a list page
Open the Clients, Prospects, Past clients, or Other contacts page from the sidebar.
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.
What’s downloaded
The files you receive depend on which page you download from:| Page | Files downloaded |
|---|---|
| Clients | Two CSVs — one with household data, one with people data |
| Prospects | Two CSVs — one with household data, one with people data |
| Past clients | Two CSVs — one with household data, one with people data |
| Other contacts | One CSV with contact data |
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?
No. Exports are per book. Switch to a different book on the data export settings page to export that book’s data separately.
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.