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