Data export
Your data is yours. Pivotal gives you three ways to pull it out, picked by how much you need and how often. A spreadsheet check is a CSV. A board deck or audit is a takeout. A live warehouse table is webhooks plus the API.
How do I export a single list?
Open the list (Customers, Onboardings, Tasks, Contacts), tune the filters and columns to what you want, click the ⋯ menu in the header, and pick Export CSV.
The CSV mirrors the visible columns and the filter you applied. Hidden columns aren’t included. If you want every column, click Reset columns before exporting. Custom fields ship as their own columns named after the field’s key.
How do I get everything?
Use a takeout. Admin > Data > Request takeout queues a full export of every record in your workspace: customers, contacts, onboardings, tasks, comments, audit log, custom field definitions, attachments metadata. Pivotal builds a ZIP and emails a signed download link to the requester. Most workspaces finish in under ten minutes; very large ones (10k+ customers) can take an hour.
The ZIP contains one JSONL file per object plus a manifest.json describing the schema version. JSONL streams cleanly into BigQuery, Snowflake, Postgres COPY, and DuckDB.
Takeout links expire 48 hours after generation. Request a fresh one whenever you need it; there’s no rate limit.
How do I keep a warehouse table up to date?
Takeouts are point-in-time, so they go stale. For a live mirror, subscribe to the customer.updated, onboarding.updated, and task.updated webhooks and write each payload into your warehouse. Pair with a nightly takeout to backfill anything dropped. See Webhooks for setup and the API guide on integration sync for the warehouse pattern.
Can I export attachments?
The takeout manifest.json includes a signed URL for every attachment. Loop the manifest, download the URLs, store them wherever you keep file artifacts. The URLs are valid for the 48-hour takeout window only. re-request a takeout for fresh links.
Who can export?
Permissions follow the workspace role:
Takeouts log to the audit log with the requester, timestamp, and download timestamp so you can prove who pulled what during a security review.
Gotcha: CSV exports cap at 50k rows
A CSV export over 50,000 rows truncates with a warning at the top of the file. If your filter returns more, narrow it first (export per owner, per quarter, per tag) or use a takeout instead. The takeout has no row cap.
Related
Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.