For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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  • Integrations
    • Overview
    • Connect HubSpot
    • Connect Stripe
    • Connect Slack
    • Field mapping
    • Troubleshoot sync
    • Notifications
    • Email templates
    • Webhooks
    • Data export
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Integrations

Data export

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Webhooks

Built with

Pull your workspace data out anytime. Two options: a CSV per resource list, or a full JSON takeout of every record.

IN THIS ARTICLE
  • CSV: any list page → ⋯ → Export CSV.
  • Full takeout: Admin → Data → Request takeout.
  • Takeout delivers a download link by email within an hour.
WHERE TO GO IN THE APP

Admin → Data → Request takeout.

Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.