CSV format, extensibility and security
CSV format, extensibility and security: Export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.
CSV Export Manager
Open guide →GuideUnderstand CSV output formatting
Review delimiter, enclosure, line ending, headings and response headers.
Open guide →GuideChange the CSV export batch size through the filter
Use the csv_export_batch_size filter in a controlled extension to change the default batch of 100.
Open guide →GuideExtend the list of CSV export features
Use the csv_export_features filter and a compatible export service.
Open guide →GuideUnderstand unsupported CSV Export Manager functions
Avoid expecting scheduled exports, background queues, email delivery, ZIP/PDF, API endpoints or stored export history.
Open guide →GuideRun the CSV Export Manager production checklist
Test every type, period, custom range, columns, custom fields, large batches and access denial.
Open guide →GuideTroubleshoot a CSV export form validation error
Select an export type and period; for Custom also provide both dates.
Open guide →GuideTroubleshoot an empty CSV export
Verify source records, the exact feature date column and selected date range.
Open guide →GuideTroubleshoot a large CSV export timeout
Use a narrower range or a tested batch-size filter value.
Open guide →GuideProtect downloaded CSV files
Store, transfer and delete exports under the organisation’s data-handling policy.
Open guide →