> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting your data

> Download your book's data as a ZIP archive or CSV files.

Slant lets you export your data in two ways: a full data export that packages everything into a downloadable ZIP file, or a quick CSV download from any list page.

## Full data export

A full export creates a ZIP archive containing all your book's data as structured files — [clients](/records/clients/overview), [prospects](/records/prospects), past clients, [other contacts](/records/other-contacts), and [businesses](/records/businesses), along with their associated [people](/records/people), notes, tasks, meetings, and more.

<Steps>
  <Step title="Open the data export page">
    Go to **Settings** → **Data export**.
  </Step>

  <Step title="Start the export">
    Click **New export**. Slant begins preparing your data in the background.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Download the archive">
    Once the export completes, click **Download** to save the ZIP file to your computer.
  </Step>
</Steps>

<Note>
  Only one export can run at a time per book. Wait for the current export to finish before starting a new one.
</Note>

### 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.

<Steps>
  <Step title="Go to a list page">
    Open the **Clients**, **Prospects**, **Past clients**, or **Other contacts** page from the sidebar.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Click the download button">
    Click the <Icon icon="download" /> button in the top-right corner of the list.
  </Step>

  <Step title="Confirm the download">
    A confirmation message describes what will be downloaded. Click **Download** to proceed.
  </Step>
</Steps>

### 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                                |

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.

## FAQ

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Importing your data" icon="upload" href="/setting-up-slant/importing-your-data/overview">
    Bring data into Slant from another CRM or a CSV file.
  </Card>

  <Card title="Data management" icon="database" href="/records/data-management">
    Customize fields, tags, and how your data is organized.
  </Card>
</CardGroup>