Export your data - Relaticle  

    [Records](https://relaticle.com/help/records)

 Export your data 
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Download any record type as CSV or Excel — full lists or selected rows, custom fields included.

 Updated August 13, 2026

 Every record type — companies, people, opportunities, tasks, and notes — can be exported to CSV or Excel. Exports include the record IDs and every custom field, which makes an export the perfect starting template for a [bulk update by import](/help/import/update-existing-records).

[](#export-a-list "Permalink")Export a list
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1. Open the record type's list.
2. Click **Import / Export**, then **Export**.
3. Choose the columns and format.

To export only some records, select their rows first and use the **Export**bulk action instead.

[](#what-you-get "Permalink")What you get
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The export runs in the background — when it finishes, a notification appears with a **Download .csv** (or **.xlsx**) link. The file contains each record's ID, its core fields, the workspace, who created it and how, timestamps, and a column per custom field. Company exports also include the account owner and the number of linked people and opportunities.

[](#exports-as-backup "Permalink")Exports as backup
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Because normal deletes are [restorable](/help/records/restore-deleted-records)but force deletes are not, take an export before any large clean-up — it's the cheapest undo button you'll ever have.

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