CSV Export Manager · Module v1.0.0

Lead exports

Export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.

5 guidesExact navigationCode-backed rules
How-to guide

Export leads to CSV

Create a leads CSV using the selected period and the module’s exact joins, exclusions and formatting.

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How-to guide

Review included columns in the Leads export

Lead fields, lead custom fields and derived status/source/web-form/staff/company values

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How-to guide

Review excluded or replaced fields in the Leads export

Hashes, internal linkage/import/code fields excluded by the service

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How-to guide

Review derived and joined values in the Leads export

Country name, default language, assigned and created-by staff; renamed date headings

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How-to guide

Verify the date-range column in the Leads export

leads.dateadded

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